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Research


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
Banking
Political Risk

Previous
Macro and Markets Research
Date   Tittle
03.13.26   Household resilience in the face of a possible entrenchment of the conflict in the Middle East Only registered users can download this document (271 kB.)
03.06.26   Escalation in the Middle East: indirect vulnerability via energy and costs Only registered users can download this document (408 kB.)
02.27.26   Business margins continue to normalise in line with the eurozone Only registered users can download this document (183 kB.)
02.20.26   Public debt falls to 100.8% of GDP and will continue its downward trajectory until 2028 Only registered users can download this document (209 kB.)
02.13.26   Consumption will continue to grow in 2026, albeit at a more moderate pace than in 2025 Only registered users can download this document (263 kB.)
02.06.26   We have revised Spain´s growth upwards to 2.6% in 2026 and 2.3% in 2027 Only registered users can download this document (295 kB.)
01.30.26   Spain´s latest labour force survey confirms that 2025 was a particularly good year for the labour market Only registered users can download this document (244 kB.)
01.23.26   Spain´s new public investment fund: design, leverage and challenges of a post-NGEU investment policy Only registered users can download this document (254 kB.)
01.16.26   EU-Mercosur trade agreement: new opportunities for Spain Only registered users can download this document (299 kB.)
01.09.26   Spain ends 2025 with solid growth but increasingly visible imbalances Only registered users can download this document (306 kB.)
12.19.25   Snapshot of the Spanish business ecosystem: in search of growth Only registered users can download this document (229 kB.)
12.12.25   Tourism marks new highs and looks set to stabilise in 2026, as spending patterns diversify Click on the icon to download the document (491 kB.)
12.05.25   Post-pandemic food consumption trends in Spain have taken further hold in 2025, with at-home consumption volumes falling and spending on eating out stabilising Click on the icon to download the document (291 kB.)
11.28.25   The prospect of the Social Security´s deficit doubling by 2050 stresses the importance of transitioning to a multi-pillar system Click on the icon to download the document (242 kB.)
11.21.25   Inflation expected to continue to slow, albeit mitigated by persistent pressure on service prices Click on the icon to download the document (441 kB.)
11.14.25   Do we have a property bubble of the likes of 2008? Seven differences Click on the icon to download the document (395 kB.)
11.07.25   A loss of momentum in migratory flows could potentially halve Spain´s potential growth Click on the icon to download the document (246 kB.)
10.31.25   GDP growth has not translated into proportionate improvements in wellbeing Click on the icon to download the document (576 kB.)
10.24.25   Foreign direct investment flows slump in 1H25 Click on the icon to download the document (231 kB.)
10.17.25   Corporate profitability recovers whereas growth in household income slows Click on the icon to download the document (274 kB.)
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