RaboResearch - Economic Research

Economic Report Dutch version

German elections: Was nun, Mutti?

While Merkel was the unsurprising winner of yesterday’s elections, the outcome suggests a shift in the German political landscape as the populist far-right AfD came in third. The process of finding a workable coalition starts now, but we may not see a new government before Christmas.

Special

German elections: Merkel looking for a (new) deputy

Angela Merkel is set to win a fourth term as chancellor, thanks to the strong German economy. Her choice of coalition partner will have ramifications beyond Germany. We see a renewed Grand Coalition as the most likely. They may make progress on Eurozone integration.

Dutch Housing Market Quarterly Dutch version

Regional house price differences are widening

We expect a house price growth of 7.6 percent in the Netherlands in 2017. Country-wide, price peak of 2008 will be surpassed in early 2018 – in the more peripheral provinces this can take until 2020. We expect a stagnation of the number of sales in the second half of 2017.