RaboResearch - Economisch Onderzoek

Conjunctuurbeeld

India: Battered but not beaten (Engelstalig)

Tapering talk has sent the Indian rupee to record lows, but India is not a blameless victim. It struggles with fundamental issues constraining economic growth, large twin deficits and declining investor confidence on the back of inadequate reforms.

Conjunctuurbeeld

Economic Update Russia (Engelstalig)

Russia’s economic growth has continued to slow this year and we expect 2.2% growth in 2013. The central bank is likely to loosen monetary policy amid falling inflation. The government’s stimulus measures are justifiable, but no effect is expected in the very short term.

Conjunctuurbeeld

France: A jobless recovery (Engelstalig)

A strong GDP figure in 13Q2 and rising sentiment levels show that economic conditions are improving. That said, the GDP figure was boosted by temporary factors while the rigid labour market does not show any signs of recovery yet.

Conjunctuurbeeld

Spain: Adios recesión? (Engelstalig)

A better than expected GDP figure for 13Q2 and rising sentiment levels suggest that economic conditions are improving. That said, a quick housing market and labour market recovery is not on the cards yet.

Conjunctuurbeeld

Germany: Still going strong (Engelstalig)

Second quarter economic growth in Germany was broad-based. Given the current readings of both the producer and consumer confidence, the economy is expected to continue growing in the coming quarters.

Kwartaalbericht Woningmarkt

Dutch Housing Market Quarterly (Engelstalig)

Several signs indicate a possible market recovery. E.g. the affordability of housing and consumer confidence improved due to lower prices since 2008. However, economic upturn is essential for a substantial recovery of the housing market.