RaboResearch - Economisch Onderzoek


Germany: die ‘Exportweltmeister’ (Engelstalig)

The German economy posted a solid growth figure in the final quarter of 2013. Unexpectedly, it was almost fully driven by exports. For the current year, we expect German growth to be supported by both exports and domestic demand.

Economisch Kwartaalbericht

Global Economic Outlook: sand in the engine of growth? (Engelstalig)

Although the recovery is likely to continue in the west, global economic growth is picking up very gradually. While a few emerging markets are directly vulnerable to tapering, rapid credit growth may pose a risk to future growth in more countries.


France: Consumption driven recovery (Engelstalig)

Recent data show that the economic recovery remains in place, albeit very gradual. Ongoing real wage growth will make sure that household consumption –once again- will remain an important driver of GDP growth this year.


Spain: Growing while rebalancing (Engelstalig)

Recent data show that the gradual recovery of the Spanish economy will continue going forward. In addition, ongoing export growth and muted wage pressure indicate that the much needed rebalancing process is still on track.