RaboResearch - Economic Research
Low wage growth in the Eurozone to limit the ECB’s upside
Dutch Political Update: Light at the end of the tunnel?
Dutch economy: consumption shows strong growth, wage growth lags behind
The impact of Trump
Brexit updates and their impact
The Greek debt crisis: developments from start till end
Europe affects us all
Economic outlook by continent
Most recent
Country Report
Brunei (Country report)
The prosperous country of Brunei derives its wealth from an abundance of oil and gas resources. The economy contracted 1.8% yoy in 2009 and is estimated to have grown over 1% in 2010, on the back of higher global commodity prices
Economic Update Dutch version
Monthly Update The Netherlands
The recent freeze has caused a sharp surge in gas production and this will presumably push growth figures up for the fourth quarter of 2010. With the cold weather, consumers spent more, though not by choice. Consumers still lack confidence, while producers end the year positively.
Economic Update Dutch version
Economic Update Spain
We expect the recovery in 2011 to be sluggish, similar to last year. Domestic demand is unlikely to grow robustly, while export boosting gains on the back of increased price competitiveness have hardly been realised. As such, it is important that wage growth does not rise in line with inflation. Though this is bad for purchasing power and consumption, it is necessary for the rebalancing of the economy.
Economic Update Dutch version
Economic Update France
The French economy appears to be closing the year strongly in 10Q4, fuelled partly by robust private consumption. When consumers will be restrained in 2011 by austerity measures and slower growth of purchasing power, producers could step in to fill this gap with rising investments. Despite their rising (foreign) order outlook, limited domestic demand and low capacity utilisation mean this scenario is far from certain.
Economic Update Dutch version
Economic Update United Kingdom
The recovery had plenty of pace in the closing stages of 2010. That said, the services sector weakened considerably. We expect private consumption to grow robustly in 10Q4. But consumption growth in 2011 will be weak amid the upcoming fiscal squeeze.
Special
Asset bubbles, financial crises and the role of human behaviour
Every time we witness a collapse in asset prices or a financial crisis, we seemoverwhelmed. Even the most experienced investors, economic forecasters and regulators are caught off-guard. But if we look closer at the historical data for the past two centuries, we see dat asset bubles and financial crises are nothing new to mankind.
Economic Report Dutch version
Euro crisis: ‘we’re not like that!’
Investors have been keeping a close watch on the financial situation of a number of eurozone countries since the Autumn of 2009. Financial markets are chiefly concerned about Greece, Ireland, Portugal and Spain.