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Significance

Sanchez will now have to do something which he desperately sought to avoid: rely on Catalan support to survive in government.

Impacts

A PSOE-ERC deal which is more favourable to Catalonia will fuel support for Spain’s People’s Party (PP) and Vox.

Uncertainty in Catalonia will continue to delay investment decisions while more social unrest will damage tourism and the property market.

Spain’s economic outlook will mostly hinge on what happens with global trade.

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