RaboResearch - Economic Research

Economic Update

Economic Update Spain

Following two quarters of a 0.3% q-o-q GDP contraction, the decline in economic activity probably acce-lerated in 12Q2. The fact that the government has been unable to reduce the budget deficit up until May is worrying.

Economic Quarterly Report

Japan: Groei zet door (Dutch)

De Japanse economie blijft groeien, waarbij een groot aantal indicatoren wijst op een reële BBP-groei die overeenkomt met onze verwachting van 2% in 2012. Een blik op het werkloosheidspercentage leert ons dat de teller in maart op 4,5% stond.

Economic Quarterly Report

Verenigde Staten: Amerika ploetert door (Dutch)

De Amerikaanse economie groeit ononderbroken sinds medio 2009, maar het tempo laat te wensen over. Voor Obama betekent dit dat zijn herverkiezing in gevaar is. Voor Bernanke kan dit de rechtvaardiging zijn voor verdere stimuleringsmaatregelen.

Special

Financial Crisis Investigation (Special)

The global financial crisis has not reached its final act just yet. But it would still be useful to take a look back and see what we have been through and, more importantly, how we got ourselves in such a mess in the first place.

Economic Report

The Great Uncertainty (compilation)

This article is the introduction of a series of Special Reports that discuss the downside risks to the global economic outlook, as presented in Rabobank Outlook 2012.

Economic Report

Risk of debt crises in the US and Japan

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 sovereign debt crises in the US and Japan.

Economic Report

Risk of financial repression in the West

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 financial repression in the West.

Economic Report

Risk of eurozone break-up

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 eurozone facing a wave of sovereign defaults or even completely breaking up.

Economic Report

The Great Uncertainty

This article is the introduction of a series of Special Reports that discuss the downside risks to the global economic outlook, as presented in Rabobank Outlook 2012.

Economic Report Dutch version

Strengthening bank crisis management

Since the credit crisis, regulators and supervisors around the world have been making plans to minimise the likelihood and impact of new banking crises. Strengthening the arrangements for bank crisis management is a part of this.

Economic Report

What if AAAmerica gets downgraded?

Long-standing concerns about the sustainability of US fiscal imbalances have finally led to the first ‘negative outlook’ for the AAA-rating of US sovereign debt by S&P.

Economic Quarterly Report

VS: Werkloosheid blijft een probleem (Dutch)

Het economische herstel in de VS lijkt door te zetten, maar de hoge werkloosheid blijft de komende jaren een hardnekkig probleem.

Economic Quarterly Report Dutch version

Weak economic recovery in 2011 not entirely unexpected

During the past year we witnessed a lacklustre economic recovery. And the outlook for 2011 does not look much better. This may be disappointing, yet considering the severity of the recession, it is not altogether surprising. In the United States, as well as in a number of European countries, consumers were living beyond their means for years.