RaboResearch - Economic Research

Economic Quarterly Report Dutch version

Global economic outlook: clouds in the rear- view mirror, storm on the horizon?

Economic growth is expected to slow down only slightly this year as global economic conditions are not as dramatic as recent financial markets turbulence suggests. There is no simple and accessible alternative to further monetary easing, whose effectiveness is diminishing while the negative side effects are compounding.

Economic Update

Impact of tapering on emerging markets

In this Economic Update we take a closer look at the impact of the gradual slowing down of the rate of asset purchases by the US Federal Reserve (Fed) on the emerging markets.

Economic Update

Economic Update Emerging Markets

If being disappointed is worse than being angry, the World is in a terrible place. However, one can read two things into disappointment either: the performance is really bad, or the expectations were too high.

Economic Update

Economic Update Emerging Markets

The news from Emerging Markets is not that bad. South (East) Asia's latest IP data were rather good. Growth in Brazil disappointed in 2012, but a recovery has started. Meanwhile, the policy rate in Mexico and Poland fell to a record low level.