Artificial Intelligence

Spain is beginning a new defense investment cycle to reach 2% of GDP amid the geopolitical context. Using Big Data and AI, real-time spending is analyzed, overcoming lags in official sources and confirming a structural increase and widespread modernization in the sector.

The US economy shows solid dynamism, with an estimated growth of 2.4%, driven by AI investment and expansionary fiscal policy. However, there are significant risks such as the sustainability of the AI boom, a high public deficit, and inflationary pressures.

In May 2026, outstanding bank credit to the non-financial private sector (NFPS) grew by 1.5% year-on-year in real terms, supported by consumer lending, although regional performance remained uneven. Meanwhile, bank deposits in Mexico regained momentum, posting 2.2% real annual growth, outperforming previous months.

Where is the construction sector heading? Discover how the revival of civil works and the new dynamics of the rental market are reshaping housing in the country, opening key strategic opportunities amidst demanding commercial and technological challenges.

The debate over the impact of artificial intelligence on the labor market has resurfaced. Despite continued job creation, AI-exposed sectors such as ICT are undergoing adjustments that may reflect post-pandemic normalization and task reallocation rather than technological unemployment.

Artificial intelligence (AI) is a general-purpose technology that will transform the economy and employment. It drives productivity and innovation by combining automation and complementarity. Its ultimate impact will depend on adoption, human capital, and regulation.

Spain is entering 2026 with one of the strongest growth trajectories in Europe. After expanding by 3.5% in 2024 and 2.9% in 2025, BBVA Research, in its latest forecasts released last December, projects growth of 2.4%.