RaboResearch - Economic Research

Economic Report

Argentina, ten years on

24 December 2011 marks the 10th anniversary of Argentina’s dramatic sovereign default. Ten years later, it seems that Argentina is in a much healthier state. We explain what is behind this 'miracle' and conclude that the boom is coming to an end.

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The continent is isolated (Dutch)

Met een verminderde Britse invloed maakt de Europese Unie wellicht een draai in een meer protectionistische richting, wat voor een handelsnatie als de onze een zeer slechte zaak zou zijn.

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De euro wordt weer gered! (Dutch)

November was de maand van de machtswisselingen in Zuid-Europa. Desondanks wordt december de maand van het (opnieuw) redden van de euro op een –wegens succes geprolongeerde (?!)– ‘top der toppen’ op 8-9 december. Ik merk dat de gelatenheid bij mij een beetje toe begint te slaan.

Economic Update Dutch version

Country Update Italy

The Prime Minister of Italy, Mario Monti, faces the difficult task of lowering the budget deficit and enacting structural reforms while the economy is falling back into recession. Under the motto Save Italy, the first set of measures has been passed.

Economic Update Dutch version

Country Update Germany

Germany’s 11Q3 growth (+0.5% q-o-q) testifies to the country’s economic resilience. Private consumption was the biggest contributor to GDP growth, partly due to the disappointing performance in 11Q2.

Economic Update Dutch version

Country Update Belgium

Almost one-and-a-half year after the elections there has finally been a political breakthrough. With the announcement of harsh austerity measures in 2012 the new government hopes to reduce the budget deficit and thereby to regain market trust.

Economic Report

Risk of eurozone break-up

This article is part of a series of Special Reports that discuss the downside risks to the global economic outlook. In this piece, we take a closer look at the risk of eurozone facing a wave of sovereign defaults or even completely breaking up.

Economic Report

The risk of a hard landing in China

This article is part of a series of Special Reports that discuss the downside risks to the global economic outlook. In this study we take a closer look at the risk of a hard landing in China.

Special Dutch version

Outlook 2012 (full report)

In 2011, we have seen a sluggish continuation of last year's weak recovery from the Great Recession. There are now, however, indications that the economy is once again heading towards a considerable slowdown in growth.

Economic Report

The Great Uncertainty

This article is the introduction of a series of Special Reports that discuss the downside risks to the global economic outlook, as presented in Rabobank Outlook 2012.