{"id":13824,"date":"2024-05-10T12:04:12","date_gmt":"2024-05-10T10:04:12","guid":{"rendered":"http:\/\/webecpol.esade.edu\/?post_type=publicaciones&p=13824"},"modified":"2026-09-16T17:06:22","modified_gmt":"2026-09-16T15:06:22","slug":"macroinsights-07","status":"publish","type":"publicaciones","link":"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/","title":{"rendered":"MacroInsights #07"},"content":{"rendered":"

Conjuntura macro, enfocament global i perspectiva micro per al maig de 2024.<\/p>\n

Conjuntura macro<\/strong><\/h3>\n

El RealTimeTracker, el nostre model de seguiment i pron\u00f2stic en temps real, estima que el creixement trimestral del PIB podria arribar al +0,5% el 2T24. El creixement anual quedaria en el 2,3%, dues d\u00e8cimes menys que el 2023 per\u00f2 triplicant la xifra projectada per a la zona euro. Tot plegat condicionat per un entorn pol\u00edtic inestable tant a escala estatal com europea:<\/p>\n

– Les eleccions al Parlament i la negociaci\u00f3 posterior produiran un entorn m\u00e9s fragmentat, amb conseq\u00fc\u00e8ncies potencials per a les pol\u00edtiques de descarbonitzaci\u00f3, industrials, migrat\u00f2ries, de defensa o de seguretat.<\/p>\n

– Les decisions de pol\u00edtica monet\u00e0ria: el m\u00e9s probable \u00e9s que el BCE inici\u00ef el cicle de baixades de tipus al juny, per\u00f2 no est\u00e0 clar que continu\u00ef al juliol i al setembre.<\/p>\n

Enfocament global<\/strong><\/h3>\n

La digitalitzaci\u00f3 tindr\u00e0 un paper central en la necessitat d\u2019alinear l\u2019impuls industrial i competitiu amb l\u2019autonomia estrat\u00e8gica a la UE, amb sis fronts prioritaris:<\/p>\n

    \n
  1. Infraestructures de connectivitat amb focus en el 5G.<\/li>\n
  2. Mat\u00e8ries primeres cr\u00edtiques tant en ind\u00fastries intensives en energia (alta depend\u00e8ncia de l\u2019energia f\u00f2ssil, alumini, acer, liti, cobalt) com en tecnologia verda (alta depend\u00e8ncia de minerals necessaris per a components electr\u00f2nics: liti, cobalt, n\u00edquel, coure, crom, molibd\u00e8).<\/li>\n
  3. Semiconductors, en qu\u00e8 la UE no domina cap fase de la cadena de valor (els EUA dominen les d\u2019alt valor afegit, i l\u2019\u00c0sia, la producci\u00f3).<\/li>\n
  4. Consolidaci\u00f3 d\u2019un mercat \u00fanic de dades.<\/li>\n
  5. Transformaci\u00f3 digital de les empreses industrials.<\/li>\n
  6. Increment de les capacitats digitals dins de l\u2019empresa.<\/li>\n<\/ol>\n

    Aquests 6 fronts s\u2019articulen amb 16 KPI espec\u00edfics que mesuraran els aven\u00e7os de la digitalitzaci\u00f3 pa\u00eds per pa\u00eds i en el conjunt de la UE.<\/p>\n

    Perspectiva micro<\/strong><\/h3>\n

    Per aprofitar al m\u00e0xim aquest impuls digitalitzador, les empreses espanyoles han de tenir en compte especialment tres claus a la llum de les dades:<\/p>\n

    \u00b7 Centrar-se en tecnologies i eines de m\u00e9s sofisticaci\u00f3, on mostren un retard m\u00e9s gran, m\u00e9s que no pas en habilitats b\u00e0siques i interm\u00e8dies.<\/p>\n

    \u00b7 Identificar millor les seves depend\u00e8ncies tecnol\u00f2giques i dedicar m\u00e9s recursos a diversificar i assegurar fonts de subministrament d\u2019inputs cr\u00edtics.<\/p>\n

    \u00b7 Recolzar-se en el creixement, ja que la digitalitzaci\u00f3 multiplica les economies d\u2019escala del creixement empresarial.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Conjuntura macro, enfocament global i perspectiva micro per al maig de 2024. Conjuntura macro El RealTimeTracker, el nostre model de seguiment i pron\u00f2stic en temps real, estima que el creixement trimestral del PIB podria arribar al +0,5% el 2T24. El creixement anual quedaria en el 2,3%, dues d\u00e8cimes menys que el 2023 per\u00f2 triplicant la […]<\/p>\n","protected":false},"featured_media":11502,"template":"","acf":[],"yoast_head":"\nMacroInsights #07 - Center for Economic Policy - EsadeEcPol<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/\" \/>\n<meta property=\"og:locale\" content=\"ca_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"MacroInsights #07 - Center for Economic Policy - EsadeEcPol\" \/>\n<meta property=\"og:description\" content=\"Conjuntura macro, enfocament global i perspectiva micro per al maig de 2024. Conjuntura macro El RealTimeTracker, el nostre model de seguiment i pron\u00f2stic en temps real, estima que el creixement trimestral del PIB podria arribar al +0,5% el 2T24. El creixement anual quedaria en el 2,3%, dues d\u00e8cimes menys que el 2023 per\u00f2 triplicant la […]\" \/>\n<meta property=\"og:url\" content=\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/\" \/>\n<meta property=\"og:site_name\" content=\"Center for Economic Policy - EsadeEcPol\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-16T15:06:22+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/webecpol.esade.edu\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-10-a-las-12.05.51.png\" \/>\n\t<meta property=\"og:image:width\" content=\"656\" \/>\n\t<meta property=\"og:image:height\" content=\"471\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@esadeecpol\" \/>\n<meta name=\"twitter:label1\" content=\"Temps estimat de lectura\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minuts\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/\",\"url\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/\",\"name\":\"MacroInsights #07 - Center for Economic Policy - EsadeEcPol\",\"isPartOf\":{\"@id\":\"http:\/\/webecpol.esade.edu\/es\/#website\"},\"primaryImageOfPage\":{\"@id\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/#primaryimage\"},\"image\":{\"@id\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/webecpol.esade.edu\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-10-a-las-12.05.51.png\",\"datePublished\":\"2024-05-10T10:04:12+00:00\",\"dateModified\":\"2026-09-16T15:06:22+00:00\",\"breadcrumb\":{\"@id\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/#breadcrumb\"},\"inLanguage\":\"ca\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"ca\",\"@id\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/#primaryimage\",\"url\":\"http:\/\/webecpol.esade.edu\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-10-a-las-12.05.51.png\",\"contentUrl\":\"http:\/\/webecpol.esade.edu\/wp-content\/uploads\/2024\/05\/Captura-de-pantalla-2024-05-10-a-las-12.05.51.png\",\"width\":656,\"height\":471},{\"@type\":\"BreadcrumbList\",\"@id\":\"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"http:\/\/webecpol.esade.edu\/ca\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Publicaciones\",\"item\":\"http:\/\/webecpol.esade.edu\/es\/publicaciones\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"MacroInsights #07\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\/\/webecpol.esade.edu\/es\/#website\",\"url\":\"http:\/\/webecpol.esade.edu\/es\/\",\"name\":\"Center for Economic Policy - EsadeEcPol\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\/\/webecpol.esade.edu\/es\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"ca\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"MacroInsights #07 - Center for Economic Policy - EsadeEcPol","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"http:\/\/webecpol.esade.edu\/ca\/publicacions\/macroinsights-07\/","og_locale":"ca_ES","og_type":"article","og_title":"MacroInsights #07 - Center for Economic Policy - EsadeEcPol","og_description":"Conjuntura macro, enfocament global i perspectiva micro per al maig de 2024. 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