RaboResearch - Economic Research

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Economic Quarterly Report Dutch version

Outlook 2011

Extremely disappointing, yet not unexpected. This is how our economists describe the continuation of this year’s sluggish economic recovery in the year ahead in our Outlook 2011. We are still climbing out of the deepest recession since the 1930s. While the world economic activity picked up somewhat last year, the recovery is far from robust and the prospect of fully returning to global prosperity is still a long way off.

Economic Quarterly Report Dutch version

Global economic challenges in 2011 and beyond

The recent global economic slowdown has made clear once again that the battered Western consumers, especially in the US and the UK, are no longer able to thrust the global economy forward while they are busy repairing their balance sheets.

Economic Report

UK: to QE or not to QE?

The pace of economic recovery is slowing before the fiscal squeeze has kicked in. But the BoE is hesitant to launch QE2 given the higherthan expected inflation (expectations). There are definitely short-term upside risks to inflation, mostly due to the VAT hike in January 2011.