RaboResearch - Economisch Onderzoek

Themabericht

Will Liikanen change the European bank sector (Engelstalig)

The Liikanen Group recommends that banks engaged in significant high-risk trading activities should be required to integrate these into a separate legal and economic entity within the banking group. How does this affect European banks and customers?

Conjunctuurbeeld

Economic Update Emerging Markets (Engelstalig)

In our final economic update of this year, we present our regional outlooks for next year. While we generally expect a fragile economic recovery, some regions are particularly exposed to the euro area debt crisis or an unresolved US fiscal cliff.

Conjunctuurbeeld

Economic Update United Kingdom (Engelstalig)

UK's GDP was boosted by temporary factors in 12Q3. Output is expected to contract in 12Q4. The improvement in the labour market is slowing down. Inflation is expected to fall less rapidly, which will be an extra headwind for households in 2013.

Conjunctuurbeeld

Economic Update France (Engelstalig)

After the pickup in 12K3, several indicators point to a deterioration of economic activity in 12K4. For 2013 domestic demand is expected to remain weak amid large tax hikes, which will be imposed on both households and businesses.

Conjunctuurbeeld

Economic Update Italy (Engelstalig)

In the third quarter, the Italian recession was more moderate than in the first half of the year. Although business sentiment improved in the past months, the recession is set to continue.

Conjunctuurbeeld

Economic Update The Netherlands (Engelstalig)

The Dutch economy contracted by 1.1% q-o-q in the third quarter of 2012. The contraction is disappointing, particularly as net trade no longer contributed to growth.

Themabericht

Risk of de-globalization (Engelstalig)

This article is part of a series of Special Reports that discuss the downside risks to the global economic outlook. In this piece, we take a closer look at the risk of de-globalisation.

Landenrapport

Panama (Country Report) (Engelstalig)

Panama's economy continues to rank among the world's fastest growing economies. In order to save future Panama Canal revenues, a sovereign wealth fund has been established, which could strengthen public finances in the long-term.

Landenrapport

Spain (Country Update) (Engelstalig)

The Spanish government is seriously tackling its financial and economic issues. But the country is currently in a perfect storm of recession, missed budget deficit targets, rising government debt and rising opposition to government policies.

Landenrapport

Slovenia (Country Update) (Engelstalig)

Slovenia is currently experiencing a double-dip recession as a result of fiscal consolidation and banking sector problems. Implementation of the necessary reform plans is still at risk, as pressure from the public and trade unions remains high.

Landenrapport

Ireland (Country Update) (Engelstalig)

Economic stabilisation and restructuring and recapitalisation of the banking sector have pushed government bond yields for Ireland below those of Italy. But uncertainty remains high, with the economic recovery still far from complete.

Landenrapport

Italy (Country Update) (Engelstalig)

Italy is taking significant steps to reduce the budget deficit and reform the economy. But the former is being undermined by the return of recession while on the reform front much still needs to be done.

Landenrapport

Mexico (Country Update) (Engelstalig)

After years of congressional gridlock, Mexico's newly-elected president Enrique Pe?a Nieto has presented a comprehensive structural reform package. While the reforms look promising, he will likely face protracted negotiations with the opposition.

Landenrapport

Portugal (Country Update) (Engelstalig)

Although Portugal has been very successful in abiding by the conditions of the IMF/EC/ECB troika and therefore has received official financial assistance without delay, the economic and financial situation remains very precarious and uncertain.