RaboResearch - Economisch Onderzoek

Economisch commentaar

Egypt: a case of bad timing (Macro Comment) (Engelstalig)

A clash between the ruling military council and the Muslim Brotherhood, last weekend, threatens Egypt’s fragile economic and political stability, as it could delay a much-needed IMF deal.

Economisch commentaar

Irish economy still struggling to recover (Engelstalig)

After an impressive start, the Irish economy fell back into recession in the second half of 2011. With domestic demand expected to fall further and export growth held back by sluggish growth, the economy is expected to show a modest recovery in 2012.

Economisch commentaar

UK Budget: another missed opportunity (Engelstalig)

The Chancellor decided to stick to his guns. This is unfortunate given the weak economic outlook. The private sector is itself busy cleaning its balance sheet and the external environment remains challenging.

Economisch commentaar

Consument te pessimistisch gestemd

In maart kwam de indicator voor het consumentenvertrouwen uit op –39. Het is echter onterecht dat Nederlandse consumenten zo somber gestemd zijn over de ontwikkelingen van de economie.

Economisch commentaar

India’s budget wins little applause (Engelstalig)

The budget for India’s fiscal year 2012/13 aims to reduce the fiscal deficit to 5.1% of GDP from 5.9% of GDP this year. With a rise in tax revenue and a more realistic growth assumption, next year’s budget seems more in reach than this year.

Economisch commentaar

Turkey: keeping heads cool helps (Engelstalig)

While Turkey’s industrial production growth is slowing, both inflation and the current account deficit remain elevated, suggesting that the central bank must not ease policy just yet.

Economisch commentaar

Vietnam: Stay on course (Macro Comment) (Engelstalig)

After experiencing somewhat of an economic rollercoaster ride in 2011, inflation in Vietnam is finally easing. Nonetheless, Vietnam’s economic situation remains vulnerable and the government should make sure it stays on course.

Economisch commentaar

Pace of austerity and fiscal fundamentals (Engelstalig)

The fear of a rating downgrade or losing market access has caused many advanced countries to embark on a very aggressive fiscal consolidation plan. This can potentially be harmful for output and employment growth.

Economisch commentaar

Worden heilige huisjes afgebroken?

In 2013 moet het kabinet naar verwachting ruim 9 miljard euro extra bezuinigen. Wat ons betreft moet er niet worden gekeken naar bezuinigingen en/of lastenverzwaringen, maar is de tijd gekomen om zogenaamde heilige huisjes af te breken.