RaboResearch - Economic Research

Economic Report

Coping with life after debt (part 1)

In the first part of this series, we will show that debt, which has risen sharply in most advanced countries, is not necessarily a bad thing if it is at sustainable levels.

Economic Report

Coping with life after debt (part 2)

In part 2, we look at the post-crisis balance sheet adjustment process and conclude that (i) it will take many years to complete and (ii) the transitional phase will be economically painful.

Economic Update

Economic Update United Kingdom

UK GDP contracted by a whopping 0.7% q-o-q in 12Q2. This was largely due to the Diamond Jubilee and an extremely wet weather.

Economic Update

Economic Update Italy

With a 0.7% quarterly contraction of GDP in 12Q2, the current Italian recession is now a year old. As in the preceding quarters, the economic decline is mainly the result of falling domestic demand.

Economic Update

Economic Update Emerging Markets

This month we witness that concerns on economic growth have triggered interest rate cuts in countries around the globe. China has posted its lowest economic growth in three years.

Economic Update

Conjunctuurbeeld Frankrijk (Dutch)

De Franse economie kende in 12K2 waarschijnlijk een milde BBP-krimp. Dit zou de eerste krimp zijn sinds begin 2009.

Economic Update

Conjunctuurbeeld Italië (Dutch)

Met een BBP-krimp van 0,7% k-o-k in 12K2 is de huidige Italiaanse recessie inmiddels een jaar oud. Net als in eerdere kwartalen was de economische neergang vooral te wijten aan een daling van de binnenlandse bestedingen.

Economic Update

Economic Update France

We expect a mild contraction of French GDP in 12Q2. This would be the first contraction since early 2009.