RaboResearch - Economic Research

Economic Update Dutch version

Economic Update Belgium

In spite of the political deadlock, the Belgian economy seems to keep up with the growth pace witnessed in 2010 (+2.1% y-o-y). For the current year we even foresee a slightly higher growth based on the very strong figure in the first quarter (1% q-o-q).

Country Report

Czech Republic (Country report)

Despite strong economic growth in the Czech Republic’s main trading partner Germany, the country’s economic recovery remains sluggish amidst ongoing budgetary consolidation and relatively tempered export growth.

Economic Quarterly Report

Focus: The Arab spring

It's a compelling tale. With wave after wave of protests sweeping through country after country, the Middle East and North Africa (MENA) finally appear ready for a democratic, peaceful future. The truth is – obviously – more complicated.

Country Report

Slovak Republic (Country report)

The small open economy of Slovakia rebounded comparatively well from the 2009 recession, posting 4% economic growth in 2010 on the back of strongly recovering exports. Domestic demand, however, did not yet contribute to economic growth and its contribution in the coming years will be limited by the government’s austerity measures.

Economic Update Dutch version

Economic Update Germany

Germany's economic growth momentum continues to surprise on the upside. But the pace of growth will return to more sustainable levels going forward.

Country Report

Colombia (Country report)

The security situation in Colombia has improved recently on the back of military successes against guerrillas and drug gangs, but the activities of the latter two groups continue to have a sizeable social cost.

Economic Update Dutch version

Economic Update Italy

The Italian economy has started 2011 as weak as it ended 2010. The economic recovery is clearly lagging that in the northern part of the eurozone.

Country Report

Macedonia (Country report)

Economic growth in Macedonia is recovering from the global financial crisis and is expected to increase to around 2-3% in 2011/12.

Country Report

Panama (Country report)

Benefiting from the expansion of the Panama Canal and a series of large-scale public investment projects, the Panamanian economy emerged from the global economic crisis as the bestperforming Central American economy, posting 7.5% economic growth in 2010.

Economic Quarterly Report

Rente en valuta: Hardnekkig spook (Dutch)

Het spook van de soevereine schuldencrisis wil maar niet verdwijnen. De nieuwe oprispingen komen vooral uit Griekenland en zijn een gevolg van het feit dat de eurozonelanden een land dat met solvabiliteitsproblemen kampt met liquiditeitsmaatregelen proberen boven water te houden.

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De Europese broedertwist (Dutch)

Met toenemende verbazing en onbegrip heb ik de afgelopen anderhalve maand de Europese politici weer uit niets onenigheid zien maken. Kort gezegd maakten Noord-Europese politici een hoop tamtam rondom Griekenland en eisten zij aanvullende maatregelen waarover met dat land al lang afspraken zijn gemaakt.

Country Report

Thailand (Country report)

The unstable political and social situation remains the largest country risk for Thailand. While the situation has stabilized compared to the large-scale violent riots last year, uncertainty remains until the next general elections.

Economic Quarterly Report

UK: Voortgaande strijd om herstel (Dutch)

Het teleurstellende BBP-cijfer voor het eerste kwartaal van 2011 en meer recente gegevens duiden erop dat de strijd om het herstel van de Britse economie nog niet gestreden is. Wij verwachten daarom dat de Bank of England de rentetarieven tot november ongewijzigd zal laten.

Economic Quarterly Report

Verenigde Staten: De lange weg terug (Dutch)

Twee jaar na de recessie kampt Amerika nog steeds met een hoge werkloosheid en is de politiek hevig verdeeld over de sanering van de uit het lood geslagen overheidsfinanciën. Voor de centrale bank lijkt er weinig anders op te zitten dan de geldkraan open te houden.