RaboResearch - Economisch Onderzoek

Themabericht

Coping with life after debt (part 1) (Engelstalig)

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.

Themabericht

Coping with life after debt (part 2) (Engelstalig)

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.

Conjunctuurbeeld

Economic Update Italy (Engelstalig)

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.

Conjunctuurbeeld

Economic Update Emerging Markets (Engelstalig)

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.

Conjunctuurbeeld

Economic Update France (Engelstalig)

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

Conjunctuurbeeld

Economic Update The Netherlands (Engelstalig)

The Dutch economy continues to look to international trade for impetus, while domestic demand dynamics weakens. In the second quarter of 2012, all indicators continued to point in this direction.