March 2021 | No. 454

March 2021 | No. 454

Editorial

Enric Fernandez CaixaBank Research

Enric Fernández

Key points of the month

The great economic theatre: inflation returns to the scene and constrains the Economic Reconstruction
Oriol Aspachs

Forecasts and indicators

Forecast and indicators - March 2021

Financial markets

The financial markets reassess the outlook
US stock market: rational exuberance?
Adrià Morron SalmeronÀlex Ruiz
Everything you ever wanted to know about the European Recovery Plan but were afraid to ask: the issue of EU debt
Ricard Murillo Gili

International economy

Spanish economy

Spain faces a first quarter still highly restricted by the COVID-19 pandemic
COVID-19 and international trade: an asymmetric impact
Luís Pinheiro de Matos
Big fish and not so big fish in the e-commerce retail sector
Eduard Llorens i Jimeno

Portuguese economy

Resilience will favour the Portuguese recovery
Inflation in Portugal: what risks await us?
Paulo Eduardo Carlos

Dossier

Spain in the digital race
Clàudia CanalsOriol Carreras BaquerJudit Montoriol Garriga
The digital policies of Next Generation EU
Clàudia CanalsOriol Carreras Baquer
NGEU: a very timely boost for digitalisation
Clàudia CanalsOriol Carreras Baquer
Digitalisation and automation: what will we produce tomorrow?
Clàudia CanalsOriol Carreras Baquer

March 2021 | No. 454

Dossier

Digitalisation and european funds: a winning pair

Content available in

catalan spanish

foto coberta marzo

Editorial

The last mile

Enric Fernandez CaixaBank Research

Enric Fernández

Key points of the month

The great economic theatre: inflation returns to the scene and constrains the Economic Reconstruction

Oriol Aspachs CaixaBank Research

Forecasts and indicators

Forecasts Key indicators

Financial markets

Economic outlook

The financial markets reassess the outlook

Focus

US stock market: rational exuberance?

Adrià Morron Salmeron

Àlex Ruiz

Focus

Everything you ever wanted to know about the European Recovery Plan but were afraid to ask: the issue of EU debt

Ricard Murillo Gili

International economy

Economic outlook

International economic activity, awaiting an acceleration in immunisations

Focus

European fiscal rules: an end to the 60% limit?

Álvaro Leandro

Spanish economy

Economic outlook

Spain faces a first quarter still highly restricted by the COVID-19 pandemic

Focus

COVID-19 and international trade: an asymmetric impact

Luís Pinheiro de Matos

Focus

Big fish and not so big fish in the e-commerce retail sector

Eduard Llorens i Jimeno

Portuguese economy

Economic outlook

Resilience will favour the Portuguese recovery

Focus

Inflation in Portugal: what risks await us?

Paulo Eduardo Carlos

Dossier

Digitalisation and european funds: a winning pair

Digitalisation and automation: what will we produce tomorrow?

Clàudia Canals

Oriol Carreras Baquer

Spain in the digital race

Several authors

The digital policies of Next Generation EU

Clàudia Canals

Oriol Carreras Baquer

NGEU: a very timely boost for digitalisation

Clàudia Canals

Oriol Carreras Baquer