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Research

Spain Weekly

Spain Weekly

Our weekly flagship report offers insightful views on the most relevant events regarding economic indicators, banking and public sector issues. We focus our analysis on the implications of current events in the broad outlook for Spain.

Notes on Spain

Notes on Spain

Ad-hoc notes (no defined frequency) with detailed, in-depth and forward looking analysis on relevant data and news related to the overall macro situation and outlook, including our own forecasts. Special focus is given on indicators relevant to forecasting evolution of the main GDP components, public deficit issues budgetary execution, impact of fiscal measures, etc. , regional finances, capital flows, financial and non-financial accounts, etc.

Banking

Banking

Ad-hoc notes with in-depth analysis on relevant issues affecting the Spanish banking industry. Special focus is given to the evolution and forecasts of main banking business variables (loans, deposits, non performing loans), the ongoing banking restructuring process, impact of new regulation on the sector, liquidity needs, impact of ECB collateral issues, capacity to keep funding the Spanish sovereign, etc.

Political Risk

Political Risk

Ad-hoc notes containing in-depth analysis and insight on political risks affecting the Spanish economy as seen from on-the-ground. Special focus is given to political risks with the potential for significant economy and market spillover effects as well as those that may create regulatory uncertainty in key sectors of the economy. The notes also cover political risks emanating from EU policy and wider geopolitical developments.

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