Macro outlook, global focus and micro perspective for January 2024. Macro outlook The RealTimeTracker, our real-time monitoring and forecasting model, estimates that Spanish GDP will close Q4 2023 with growth of +0.5%. We therefore estimate that 2023 would have ended with growth of +2.4%. On a preliminary basis, for Q1 2024 we anticipate growth similar […]

Macro outlook, global focus and micro perspective for October 2023. Macro outlook: The Spanish economy is entering negative territory in the short term: the RealTimeTracker, our real-time monitoring and forecasting model, estimates negative GDP growth in Q3 2023: -0.1%. This rate, which already takes into account the INE revision of the national accounts published on […]

Macro outlook, global focus and micro perspective for September 2023. Macro outlook The outlook for the Spanish economy is positive in the short term: the RealTimeTracker, our real-time monitoring and forecasting model, estimates quarter-on-quarter GDP growth of around +0.6% in Q2 2023, in line with the Q1 2023 figure. However, specific indicators show mixed trends: […]

Macro outlook, global focus and micro perspective for June 2023. Macro outlook The growth forecasts for the Spanish economy are positive in the short term: we estimate quarter-on-quarter GDP growth of around +0.5% in the second quarter. The services sector is driving this growth, which means that if its performance cools relative to expectations, growth […]