January 2022 | No. 463

January 2022 | No. 463

Editorial

José Ramón Díez

José Ramón Díez

Key points of the month

Are we in a better or worse position than we expected?
Oriol Aspachs

Forecasts and indicators

Forecasts and indicators - January 2022

Financial markets

The resilience of the financial markets in 2021
Emerging Markets monetary policy: tough times ahead
Beatriz Villafranca Serrano

International economy

The evolution of the pandemic will continue to set the pace of the global economy
China’s real estate sector: size does matter
Luís Pinheiro de Matos

Spanish economy

Portuguese economy

Portugal: 2021, the year of the recovery, and 2022, that of the consolidation
Why is there a lack of workers in Portugal?
Vânia Duarte
Housing prices in Portugal: solid foundations or feet of clay?
Tiago Belejo Correia

Dossier

Carbon prices: design and macroeconomic impact
Luís Pinheiro de MatosRicard Murillo Gili
The Iberian electricity market and the price rally in Spain
Luís Pinheiro de MatosRicard Murillo Gili
The energy crisis in Europe
Ricard Murillo GiliLuís Pinheiro de Matos
Electricity prices are sky high, but what about household bills?
Josep Mestres DomènechAlberto Graziano

January 2022 | No. 463

Dossier

Energy prices: present and future

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catalan spanish

El precio de la energía: presente y futuro

Editorial

Monetary shift

José Ramón Díez

José Ramón Díez

Key points of the month

Are we in a better or worse position than we expected?

Oriol Aspachs CaixaBank Research

Forecasts and indicators

Forecasts Key indicators

Financial markets

Economic outlook

The resilience of the financial markets in 2021

Focus

Emerging Markets monetary policy: tough times ahead

Beatriz Villafranca Serrano

International economy

Economic outlook

The evolution of the pandemic will continue to set the pace of the global economy

Focus

China’s real estate sector: size does matter

Luís Pinheiro de Matos

Spanish economy

Economic outlook

2022, the year to underpin the recovery of the Spanish economy

Focus

The growth of housing demand, one of the most positive surprises of 2021

Pedro Álvarez Ondina

Portuguese economy

Economic outlook

Portugal: 2021, the year of the recovery, and 2022, that of the consolidation

Focus

Why is there a lack of workers in Portugal?

Vânia Duarte

Focus

Housing prices in Portugal: solid foundations or feet of clay?

Tiago Belejo Correia

Dossier

Energy prices: present and future

The energy crisis in Europe

Ricard Murillo Gili

Luís Pinheiro de Matos

The Iberian electricity market and the price rally in Spain

Luís Pinheiro de Matos

Ricard Murillo Gili

Electricity prices are sky high, but what about household bills?

Josep Mestres Domènech

Alberto Graziano

Carbon prices: design and macroeconomic impact

Luís Pinheiro de Matos

Ricard Murillo Gili