The Banco de España Business Activity Survey: 2025 Q2

Rationale The Banco de España Business Activity Survey (EBAE) provides highly valuable, real-time information on a broad sample of Spanish firms’ turnover, employment, costs and prices. This helps to diagnose current economic developments. This edition included a specific module on the potential imp...

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Detalhes bibliográficos
Autores: Fernández-Cerezo, Alejandro, Izquierdo, Mario
Tipo de documento: artigo
Data de publicação:2025
País:España
Recursos:Banco de España
Repositório:Repositorio Institucional del Banco de España
OAI Identifier:oai:repositorio.bde.es:123456789/40126
Acesso em linha:https://repositorio.bde.es/handle/123456789/40126
Access Level:Acceso aberto
Palavra-chave:Empleo
Precios
Empresas
Producción y mercado
E32
L25
E66
Economic outlook
Turnover
Employment
Prices
Descrição
Resumo:Rationale The Banco de España Business Activity Survey (EBAE) provides highly valuable, real-time information on a broad sample of Spanish firms’ turnover, employment, costs and prices. This helps to diagnose current economic developments. This edition included a specific module on the potential impact of US tariff policy on Spanish firms and the strategies they plan to implement in response. Takeaways •Firms reported a slight decline in turnover in Q2 (in seasonally adjusted terms), against the backdrop of high uncertainty. •Nearly 30% of Spanish firms reported being adversely affected by the tariff war, although these effects were mainly through indirect channels associated with heightened uncertainty and lower global economic activity. •More than 45% of the affected firms reported that they planned to pass through the increase in costs arising from the new tariffs to their selling prices. Meanwhile, 34% plan to diversify their supply chain by seeking suppliers in other countries and 28% intend to open new markets abroad.