RaboResearch - Economic Research

Economic Comment

Should the Greeks go on a holiday?

Some market participants and notable economists are arguing that Greece needs to exit the eurozone, even temporarily, in order to regain its external competitiveness. As attractive as this option sounds, we are inclined to strongly disagree.

Economic Comment

Germany no longer the exportweltmeister

China has taken over Germany as the world’s export champion. But this is indeed a positive development for Germany and the government should actively pursue policies to rebalance the economy even more towards domestic demand.

Economic Comment

Germany's 09Q4 growth can disappoint

Germany’s economy has contracted by a record 5.0% y-o-y in 2009. Quarterly growth in 09Q4 should be flat. However, the business surveys and the orders data suggest that economy has expanded moderately in 09Q4.

Economic Report

Het veranderende Nederlandse bankenlandschap (Dutch)

Ruim twee jaar na het uitbreken van de kredietcrisis krabbelen banken weer op. Hoe vergaat het tegen deze achtergrond de Nederlandse top 5-banken en wat betekent de crisis voor de concurrentieverhoudingen in het bankenlandschap?