RaboResearch - Economic Research


De kakofonie van de eurobonds (Dutch)

Het is nog steeds niet gelukt om de crisis rond de euro in te dammen. Een financiële crisis in een land dat minder dan 2% van de Europese economie uitmaakt, brengt het voortbestaan van de euro in gevaar.

Economic Update Dutch version

Country Update Italy

In the second quarter, the Italian economy managed to realise a modest acceleration in growth. But both industrial production and sentiment indicators point to a new recession in the second half of the year.

Economic Update Dutch version

Country Update Germany

Germany’s growth in 11Q2 was nothing short of disappointing, especially given the sharp contraction in consumption amid improvement in the labour market. It seems to us that waiting for German consumers to spend more is like waiting for Godot.

Country Report

Qatar (Country update)

Qatar is a small Gulf state with only 0.9m inhabitants, who enjoy one of the world’s highest GDP per capita due the country’s vast hydrocarbon resources. The domestic social situation in Qatar is stable, despite fear of an Arab Spring revolution.

Economic Update Dutch version

Country Update Belgium

After relatively good performance in the past quarters, the European debt crisis seems to weigh on the Belgian economy. The sentiment of both consumers and producers dropped sharply since August. The yield on 10-year government bonds dropped to 3.7%.


Innovation in China and India

The growth performance of India and China has been astonishing. This paper considers their innovative performance, now and in the future. It looks at the various factors driving innovation, as well as the obstacles that China and India need to overcome.


Poland up to 2022: Fish nor Fowl

The Country Risk Research team of Rabobank’s Economic Department presents to you the study ‘Poland In depth: ten years ahead’. With this study we aim to provide an in depth analysis of Poland and point out the key developments in the next decade.

Economic Report

Op weg naar deflatie (Dutch)

Doordat in de ontwikkelde economieën het risico op deflatie stijgt, bestaat de vrees dat wij afkoersen op een periode van deflatie zoals Japan die heeft doorgemaakt. Naar onze mening is dit overdreven.