RaboResearch - Economic Research

Country Report

Indonesia (Country report)

Based on strong economic growth, solid public finances and a balanced current account, Indonesia's star has been rising. However, Indonesia's structural problems are still large and progress is slow.

Country Report

Russia (Country report)

De terugkeer van Vladimir Putin als president wordt gekenmerkt door controverse en massale straatprotesten. Ondertussen zal de economie met 3.7% groeien in 2012, maar blijft het te afhankelijk van de olie- en gassector.

Economic Report

Germany and further EU integration

Elections in Germany in 2013 might result in a stable and EU-friendly grand coalition. However, recent appeals against the ESM ratification suggest that politicians will be constrained by legal boundaries regarding further EU integration.

Economic Report

Retail and investment banking

In this study we analyse the feasibility of Dutch implementation of the British (Vickers) and American (Volcker) proposals for separating retail and investment banking or a ban on proprietary trading, respectively.

Economic Report

Fiscal Compact zal crisis niet voorkomen (Dutch)

Met het 'Fiscal Compact' wordt het streven naar een structureel begrotingsevenwicht in nationale wetgeving verankerd. Dit is verstandig, maar niet voldoende om financiële crises in de toekomst te voorkomen.

Economic Comment

Central banks to the rescue (Macro Comment)

Central banks from around the globe have recently become more active in supporting growth. These actions are very welcome and may offer some hope for battered Western economies.

Country Report

Colombia (Country update)

Colombia's economy grew by 4.7% in the first quarter of 2012. An attack on former Interior Minister Fernando Londoño highlighted that security problems are still large in Colombia, although a return the violence seen earlier seems very unlikely.

Economic Comment

German deliberations on the ESM

On July 10, the German Constitutional Court holds the first hearing regarding appeals against the ESM, the fiscal compact and an amendment to Article 136 TFEU, which legally anchors a stability mechanism in the Treaty.

Economic Comment

United Kingdom: Opening the monetary spigots

The UK monetary authorities have come up with new credit easing and quantitative easing measures to jump-start the ailing economy. We continue to remain unconvinced that these measures will materially alter the economic outlook.