Banco de España warns of 750,000‑unit housing deficit as inflation climbsExecutive summary: Banco de España projected 2.3% GDP growth for 2026 but raised its inflation forecast to 3.6% and reported the housing deficit increased to 750,000 homes. The upward revision of inflation and the growing housing shortfall signal potential strains on monetary policy and social welfare, influencing future budget and regulatory decisions. Banco de España, Spanish government, households, housing market participants Potential tightening of mortgage credit, increased policy focus on housing supply, and closer monitoring of inflation trendsThe Bank of Spain highlighted that the economy is expanding at a 2.3% rate while raising its inflation forecast to 3.6% for 2026. It also noted that the housing deficit has risen to 750,000 units, indicating a worsening supply shortage. The central bank’s outlook suggests that policy makers may need to address both growth and housing pressures. No immediate policy measures were announced.Connected developmentsGerman Ifo improves economic outlook after Iran de‑escalationIngka (Ikea) compra dos parques solares en España para reforzar el suministro energéticoBruselas pide a España más esfuerzo para impulsar la industria de chips tras los recortesEl Banco de España apuesta por la IA frente a los riesgos climáticosJPMorgan estudia lanzar su banco digital en EspañaOpen the full case file on Beyond →
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