RaboResearch - Economisch Onderzoek

Themabericht

The inflation genie must not leave the bottle (Engelstalig)

There is an on-going debate in the UK regarding the merits of nominal GDP targeting. Of course, ‘out-of-the box’ thinking is welcome but the risk of switching to a new policy framework is high because it can destabilise inflation expectations.

Kwartaalbericht Woningmarkt Engelstalige versie

Kwartaalbericht Woningmarkt februari 2013

De Nederlandse woningmarkt zal de eerste maanden van dit jaar nog geen herstel laten zien. De weinig rooskleurige economische vooruitzichten, dalende koopkracht en oplopende werkloosheid zorgen ervoor dat de prijzen in 2013 onder druk blijven staan.

Themabericht

Turkey: ready to compete? (Engelstalig)

The competitiveness of the Turkish economy is obstructed by a high minimum wage, stringent labor laws and a flawed education system. Improvements are needed to allow Turkey to compete abroad and fully benefit from a young and growing labour market.

Themabericht

Turkey: coping with external imbalance (Engelstalig)

Despite Turkey's economic success over the past decade, its large external imbalance remains a cause for concern. This report considers the risks, as well as the reforms needed to reduce this imbalance and move to a more sustainable growth path.

Conjunctuurbeeld

Economic Update Belgium (Engelstalig)

GDP contracted slightly in 12Q4. Growth is expected to have been week across the board and is not likely to rebound strongly in 2013. On the upside, inflation is on a downward trend and agreements are reached to keep labour costs in check.

Conjunctuurbeeld

Economic Update Emerging Markets (Engelstalig)

In some emerging markets, economic growth has started to pick up in the fourth quarter of last year, but not in all. This year should be a better year than 2012, but growth will remain relatively weak and below the long-term trend.

Conjunctuurbeeld

Economic Update France (Engelstalig)

The French economy seems to have contracted mildly in 12Q4. Going forward, sentiment indicators in January point to a deterioration of economic activity, in contrast to the slight improvement seen in several other eurozone countries.

Conjunctuurbeeld

Economic Update United Kingdom (Engelstalig)

GDP contracted in 12Q4. The labour market continues to surprise on the upside. Inflation is expected to rise further, which will be an extra headwind for households this year. There are signs that the Funding for Lending Scheme is gaining traction.

Conjunctuurbeeld

Economic Update The Netherlands (Engelstalig)

The growth performance of the Dutch economy probably remained weak in the fourth quarter of 2012. Sentiment indicators point to stabilisation in the manufacturing industry at the start of 2013.