RaboResearch - Economic Research


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.

Economic Comment

De Nederlandse economie groeit gestaag door (Dutch)

De Nederlandse economie groeide in het derde kwartaal van 2016 met 0,7 procent ten opzichte van het tweede kwartaal, dit is beduidend sterker dan in de meeste eurozone lidstaten. Ondanks de internationale onzekerheden neemt het exportvolume verder toe. De werkgelegenheid is opnieuw sterk toegenomen.


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’.


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.