RaboResearch - Economic Research

Economic Report Dutch version

Recovery at last?

Dutch GDP has returned to above the crisis level, but growth is lagging the pre-crisis trend, mainly due to lack of consumption. Are we now in a situation of long-lasting stagnation? What are the determining factors of a demand-driven recovery, or the absence thereof?

Economic Report

Latin America: turning the populist page

The past year has been tumultuous for Latin American politics, characterised by a shift to the right in election results and away from populism in policy, and numerous corruption scandals. Current risk levels are likely to linger in the coming year.

Country Report

Peru: positive economic outlook

Peru is witnessing a recovery of economic growth, largely driven by increased mining production. Despite a widened twin deficit, prospects are positive.

Economic Report

Brexit vote lowers economic growth in the eurozone

We expect that UK’s vote to leave the EU will negatively affect economic growth in the eurozone. We believe that the impact in 2016 is rather small, but we lower our growth forecast for 2017 for both the eurozone and the Netherlands by ¼%-point.