RaboResearch - Economic Research

Economic Report

Will Liikanen change the European bank sector

The Liikanen Group recommends that banks engaged in significant high-risk trading activities should be required to integrate these into a separate legal and economic entity within the banking group. How does this affect European banks and customers?

Economic Report

De Duitse woningmarkt: een nieuwe zeepbel? (Dutch)

Na een stijging van de Duitse woningprijzen in 2011, lijkt deze opwaartse trend zich ook in 2012 voor te doen. De vraag is of de huidige prijsstijgingen kunnen worden verklaard door onderliggende factoren of dat het speculatie betreft.

Economic Report

Europese bankensector op de schop? (Dutch)

Begin oktober presenteerde de expertgroep Liikanen aan de Europese Commissie (EC) adviezen voor aanvullende hervormingsmaatregelen voor de Europese bankensector. Leidt dit voorstel tot de beoogde vergroting van de financiële stabiliteit?

Economic Report

Risk of de-globalization

This article is part of a series of Special Reports that discuss the downside risks to the global economic outlook. In this piece, we take a closer look at the risk of de-globalisation.

Country Report

Panama (Country Report)

Panama's economy continues to rank among the world's fastest growing economies. In order to save future Panama Canal revenues, a sovereign wealth fund has been established, which could strengthen public finances in the long-term.

Country Report

Spain (Country Update)

The Spanish government is seriously tackling its financial and economic issues. But the country is currently in a perfect storm of recession, missed budget deficit targets, rising government debt and rising opposition to government policies.

Country Report

Slovenia (Country Update)

Slovenia is currently experiencing a double-dip recession as a result of fiscal consolidation and banking sector problems. Implementation of the necessary reform plans is still at risk, as pressure from the public and trade unions remains high.

Country Report

Ireland (Country Update)

Economic stabilisation and restructuring and recapitalisation of the banking sector have pushed government bond yields for Ireland below those of Italy. But uncertainty remains high, with the economic recovery still far from complete.

Country Report

Italy (Country Update)

Italy is taking significant steps to reduce the budget deficit and reform the economy. But the former is being undermined by the return of recession while on the reform front much still needs to be done.

Country Report

Mexico (Country Update)

After years of congressional gridlock, Mexico's newly-elected president Enrique Pe?a Nieto has presented a comprehensive structural reform package. While the reforms look promising, he will likely face protracted negotiations with the opposition.

Country Report

Portugal (Country Update)

Although Portugal has been very successful in abiding by the conditions of the IMF/EC/ECB troika and therefore has received official financial assistance without delay, the economic and financial situation remains very precarious and uncertain.

Country Report

Latvia (Country Report)

Following its very deep recession in 2008/10, Latvia currently belongs to the fastest-growing EU member states. Thanks to its successful austerity strategy and low inflation, the country could join the euro area in 2014.

Country Report

Argentina (Country Report)

Argentina's self-contradictory and interventionist macroeconomic policy mix is under more and more pressure. As the years of high growth seem to have ended, president's Cristina Kirchner's popularity has been falling rapidly.

Country Report

Maldives (Country Report)

The political situation in the Maldives escalated in February 2012, when President Nasheed resigned. With the presidential and general elections planned for 2013 and 2014, respectively, more political turmoil is expected.

Country Report

Qatar (Country Report)

The domestic social situation in Qatar is stable, but an escalation of the civil war in Syria and the conflict between Israel and Iran remain geopolitical risks. We estimate economic growth at 6.5% in 2012.