RaboResearch - Economic Research

Special

The voice of Italy

Sunday 4 December, Italians will vote on a constitutional reform that should support policymaking in Italy. Yet the reform is not without downsides. The suggestion that a 'No'-vote would put Italy on a path towards leaving the Eurozone is wrong.

Special

How serious is China’s housing market bubble?

Housing prices in China have been rising rapidly since the beginning of 2015 and it is the question whether or not this is supported by economic fundamentals. Possible negative economic consequences might be severe, since 12% of Chinese urban inhabitants live in ‘bubble-cities’.

Special

EU exit contagion risk

In this Special we focus on political exit contagion risk of ‘Brexit’ to other EU countries. We look at the current political landscape in the EU and the rising trend of Euroscepticism. Although we still consider a repeat of ‘Brexit’ more unlikely than likely in all member states, some countries are certainly worth watching in the year ahead.

Special

Latin America: FX, risk, carry and central banks

Latin American currencies remain at the mercy of external factors and in particular global liquidity and central bank policy. And that is unlikely to change in the coming year.

Special

Beleidsimpulsen voor duurzaamheidsambities (Dutch)

Met duurzaamheidsbeleid is in de afgelopen jaren een stap gezet. De tot nu genomen maatregelen blijken echter niet afdoende en zijn verdere beleidsimpulsen hard nodig. Het centraler stellen van bredere welvaart kan bijdragen aan een meer integrale aanpak van de duurzaamheidsambities.

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.