CaixaBank Financial Markets Daily Report 28 June 2024 Markets were mixed in yesterday's session as investors digested a raft of economic data, including the final revision of US Q1 GDP growth, which confirmed the economy grew at SAAR 1.4% qoq, but showed private consumption grew by less than first estimated. On the labor market, weekly initial jobless claims dropped. Financial markets outlook Uncertainty in the interest rate outlook Undoubtedly, the two key questions on investors’ minds and the central theme of the financial markets for much of the year – particularly in the last month – have been when the ECB and the Fed will lower interest rates and how many times they will do so in 2024. Thus, in… CaixaBank Research 26 June 2024 World outlook The international economy, in search of an orderly landing The resilience shown by the international economy at the aggregate level, which is quite remarkable given the significant geopolitical uncertainty and restrictive financial conditions dominating the scenario, reflects disparate dynamics among the various international… CaixaBank Research 25 June 2024 Spain's outlook Spain’s economic activity remains buoyant The Spanish economy continues to show greater buoyancy than had been expected at the start of the year, thanks above all to the momentum of the tertiary sector, especially tourism-related activities, as well as the strength of job creation. Over the coming quarters… CaixaBank Research 25 June 2024 Portugal outlook Adjustment of Portugal’s macroeconomic outlook In this article we briefly review the main factors that have led us to slightly revise the macroeconomic outlook for 2024 and 2025. CaixaBank Research 20 June 2024 International Italy 20 June 2024 International Germany 19 June 2024 Activity & growth Whoever has a home has a treasure Rita Sánchez Soliva 16 May 2024 Activity & growth Distribution of wealth in Europe’s large economies Rita Sánchez Soliva 16 May 2024 Financial stability A closer look at the increase in Spanish household savings in 2023 Javier García Arenas 16 May 2024 Activity & growth Spanish firms remain financially sound Sergio Díaz 16 May 2024 Demographics '2024 Ageing Report' and pension reform: everything you need to know (and a little bit more) Javier García Arenas 16 May 2024 Monetary policy Phase changes in monetary policy CaixaBank Research 15 May 2024 Publications Monthly Report No. 490| United in diversity: Europe’s economic challenges June 2024 Spain Spain’s Macroeconomic & Financial Outlook 13 June 2024 Sectorial Report Sectoral Observatory 2024 Portugal Portugal’s Macroeconomic & Financial Outlook 09 May 2024 Sectorial Report Real Estate. Improved outlook for Spain’s real estate sector S1 2024 Sectorial Report Tourism. Spain’s tourism industry: dynamism in 2023, strength in 2024 1S 2024 Sectorial Report Agrifood. The sector is making headway despite adverse conditions 2023 Sectorial Report Manufacturing Industry 2023 Opinion Editorial The great challenge of the Spanish economy: to improve productivity Oriol Aspachs Spanish Economy Director Key points of the month ‘Quo vadis’ Europe? José Ramón Díez Head of International Economies and Financial Markets Recommended Activity & growth New economic outlook: Spain’s economy once again surpasses expectations Zoel Martín Vilató 26 June 2024 Real estate China’s real estate sector: an updated diagnosis Luís Pinheiro de Matos 26 June 2024 Financial markets outlook Uncertainty in the interest rate outlook CaixaBank Research 26 June 2024 Spain's outlook Spain’s economic activity remains buoyant CaixaBank Research 25 June 2024 Portugal Tourism in Portugal: 2023 recap and 2024 so far Tiago Belejo Correia 25 June 2024 Labour market & demographics Where has the fall in the temporary employment rate been concentrated? Nuria Bustamante Sergio Díaz 25 June 2024 European Union Artificial intelligence: challenges and opportunities for Europe CaixaBank Research 25 June 2024 World outlook The international economy, in search of an orderly landing CaixaBank Research 25 June 2024 European Union Why does Europe need a Capital Markets Union? CaixaBank Research 25 June 2024 Most read Where has the fall in the temporary employment rate been concentrated? New economic outlook: Spain’s economy once again surpasses expectations Baby boomers: who they are and how they are facing retirement Artificial intelligence: challenges and opportunities for Europe Productivity growth in Europe: low, uneven and slowing Newsletter Being informed now is more important than ever Get our latest updates Sign in Hot topics Reactivation or deceleration? Climate change & green transition Podcasts Nuevo escenario de previsiones, brecha generacional y Europa 27/06/2024 Forecasts Financial markets Update date 13-06-2024 Macroeconomic Update date 13-06-2024 Team Patricia Esteban Communication José Ramón Díez Head of International Economies and Financial Markets Martín Villarán Research assistant Ariadna Vidal Martínez Lead economist Jesús Viscarri Organization Sandra Jódar Rosell Director of Strategic Planning Adrià Morron Salmeron Lead economist Meet us Javier García Arenas Senior economist Josep Mestres Domènech Senior economist Mireia Crusells Analyst Luís Pinheiro de Matos Economist Isabela Lara White Economist Roser Ferrer Senior economist Nuria Bustamante Lead economist Meet us Imelda Esteban Senior economist Javier Ibáñez de Aldecoa Fuster Economist David del Val Senior economist Eduard Alcobé Garcia Data scientist Maitane Lizarraga Analyst Sergio Díaz Economist David Cesar Heymann Economist Meet us Judit Montoriol Garriga Lead economist José Antonio Sánchez Palomino Data scientist Oriol Aspachs Spanish Economy Director Léopold Jouven Analyst Beatriz Villafranca Serrano Economist Zoel Martín Vilató Economist Rita Sánchez Soliva Economist Meet us Mar Bisquert Perles Data scientist Oriol Carreras Baquer Senior economist Carolina Cruz Organization Enric Fernández Chief Economist Ana María Porras Organization Pedro Álvarez Ondina Economist Alberto Graziano Senior Data Scientist Meet us Ana Rincón García Organization Erik Solé Vives Research assistant Meet us
Financial markets outlook Uncertainty in the interest rate outlook Undoubtedly, the two key questions on investors’ minds and the central theme of the financial markets for much of the year – particularly in the last month – have been when the ECB and the Fed will lower interest rates and how many times they will do so in 2024. Thus, in… CaixaBank Research 26 June 2024
World outlook The international economy, in search of an orderly landing The resilience shown by the international economy at the aggregate level, which is quite remarkable given the significant geopolitical uncertainty and restrictive financial conditions dominating the scenario, reflects disparate dynamics among the various international… CaixaBank Research 25 June 2024
Spain's outlook Spain’s economic activity remains buoyant The Spanish economy continues to show greater buoyancy than had been expected at the start of the year, thanks above all to the momentum of the tertiary sector, especially tourism-related activities, as well as the strength of job creation. Over the coming quarters… CaixaBank Research 25 June 2024
Portugal outlook Adjustment of Portugal’s macroeconomic outlook In this article we briefly review the main factors that have led us to slightly revise the macroeconomic outlook for 2024 and 2025. CaixaBank Research 20 June 2024
Financial stability A closer look at the increase in Spanish household savings in 2023 Javier García Arenas 16 May 2024
Demographics '2024 Ageing Report' and pension reform: everything you need to know (and a little bit more) Javier García Arenas 16 May 2024
The great challenge of the Spanish economy: to improve productivity Oriol Aspachs Spanish Economy Director
Activity & growth New economic outlook: Spain’s economy once again surpasses expectations Zoel Martín Vilató 26 June 2024
Labour market & demographics Where has the fall in the temporary employment rate been concentrated? Nuria Bustamante Sergio Díaz 25 June 2024
European Union Artificial intelligence: challenges and opportunities for Europe CaixaBank Research 25 June 2024
World outlook The international economy, in search of an orderly landing CaixaBank Research 25 June 2024