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November 2023 | No. 483 In a month in which, unfortunately, geopolitical risk is once again taking centre stage, in the Dossier on the 2024 Outlook we review the key themes and forecasts for next year.Dossier2024 OutlookContent available in catalan spanishPrint Download File Editorial Key themes and outlook for 2024 José Ramón Díez Key points of the month Consumption hoists up the Spanish economy Oriol Aspachs Forecasts and indicators ForecastsKey indicators Financial markets Economic outlook Monetary policy on «pause» Focus From LIBOR to SOFR Ricard Murillo Gili Focus Oil, a tense market under strain Beatriz Villafranca Serrano International economy Economic outlook The world economy, with an uneven cooling Focus What will de-risking mean for the EU? Luís Pinheiro de Matos Spanish economy Economic outlook The Spanish economy feels the effects of the weak external environment Focus Sectoral specialisation penalises the productivity of the Spanish economy Judit Montoriol Garriga Erik Solé Vives Focus Spanish households’ finances improve thanks to job creation and a reduction of debt Javier García Arenas Focus We are increasingly shopping online, not only during Black Friday Josep Mestres Domènech Zoel Martín Vilató Portuguese economy Economic outlook The Portuguese economy shrinks in Q3 Dossier2024 Outlook The search for economic stability in an unstable world José Ramón Díez Inflation and monetary policy outlook for 2024 A new European fiscal framework for 2024... will it be possible? Rita Sánchez Soliva Outlook for the Spanish economy in 2024: a year full of challenges Oriol Carreras Baquer
Focus Sectoral specialisation penalises the productivity of the Spanish economy Judit Montoriol Garriga Erik Solé Vives
Focus Spanish households’ finances improve thanks to job creation and a reduction of debt Javier García Arenas
Focus We are increasingly shopping online, not only during Black Friday Josep Mestres Domènech Zoel Martín Vilató