RaboResearch - Economic Research

Economic Update Dutch version

Italy: All bets are off

4 December, Italy rejected a reform that would have improved the governability the country. Renzi has resigned, but the initial market impact has been fairly muted. Paradoxically, the chance of a referendum on Eurozone membership has reduced.

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

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.

Economic Quarterly Report Dutch version

China: a balancing act between growth and reforms

The government is currently performing a balancing act between keeping the economy going and safeguarding social and financial stability. Authorities continue to follow a step-by-step strategy to reduce excess capacity in heavy industry state-owned enterprises.