Artículos
Private investment: The weak link in Spain´s expansionary phase
Autores:
Torres, Raymond
Despite strong growth and unprecedented EU funding, private investment in Spain has failed to recover to pre-pandemic levels, reflecting a persistent gap between the country’s favourable macroeconomic conditions and corporate investment behaviour. Heightened uncertainty and structural impediments have limited the crowding-in effects of public investment,…
Spanish banks across the 2020–2025 rate cycle: Divergent margin drivers between SIs and LSIs
Six years of rate fluctuation reveal distinct asset-liability management strategies across Spanish banks. Funding costs drove margin gains during tightening, while asset yields regained primacy as rates normalised, with significant divergence between SIs and LSIs.
Europe’s trade stress test in 2026: coercion, alliances and the single market
Autores:
Carnicero Urabayen, Carlos
Trade sits at the intersection of Europe’s economic risks and its strategic opportunities. That was the starting point of the latest Future is Blue episode, where we spoke with Ignacio García Bercero, Bruegel Senior Fellow and former EU chief trade negotiator with the United States, and Miguel…
IA, macroeconomía y mercados: eficiencia, destrucción no creativa y valor bursátil
Autores:
Área financiera y digitalización
Este trabajo examina el impacto de la inteligencia artificial sobre la productividad, el empleo y los mercados financieros.
De privada a cotizada: implicaciones estratégicas y jurídicas
Este trabajo analiza los factores que frenan las IPO y las implicaciones estratégicas del acceso a los mercados de capitales.