RaboResearch - Economisch Onderzoek

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

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

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

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.

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.

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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

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.

Kwartaalbericht Woningmarkt

Dutch Housing Market Quarterly (Engelstalig)

The Dutch housing market will see no meaningful change in the short term. Prices will fall and sales numbers will remain low. However, we do expect to see a temporary pickup in sales in the fourth quarter of 2012.

Landenrapport

Latvia (Country Report) (Engelstalig)

Following its very deep recession in 2008/10, Latvia currently belongs to the fastest-growing EU member states. Thanks to its successful austerity strategy and low inflation, the country could join the euro area in 2014.

Special

Outlook 2013: Eurozone (Engelstalig)

While desperately in need of growth, eurozone's GDP is unlikely to pick up in the second half of this year. Although market sentiment regarding the European debt crisis seems to be on a cautious positive trend, the outlook for 2013 is bleak.

Special

Outlook 2013: Sub-Sahara Africa (Engelstalig)

Sub-Saharan Africa has grown rapidly over the past decade. Despite the global financial crisis of 2008-09, Sub-Saharan Africa has grown at an average of 4.7% between 2000-2010 and might experience accelerated growth relative to the past few years.

Special

Outlook 2013: Emerging Europe (Engelstalig)

The start of 2012 saw many Emerging European economies fall back into recession. Although the outlook for 2013 is somewhat less bleak, there is little reason for optimism. The region's proximity to the eurozone renders it vulnerable.

Special

Outlook 2013: Lower growth is the new reality (Engelstalig)

In 2013 the Dutch economy will show a very low growth rate of just 0.25%. Globally, the emerging markets will drive economic growth mostly. We project that, mainly as a result of the euro crisis, the global economy will grow by only 3.75% in 2013.

Special

Outlook 2013: United Kingdom (Engelstalig)

The UK recovery remains unimpressive due to harsh austerity measures in a weak macroeconomic environment. We maintain the view that the pace of fiscal adjustment must be slowed down so that recovery gets a chance.

Special

Outlook 2013: Russia and CIS (Engelstalig)

The outlook for economic growth in Russia and the CIS region for 2013 is mostly unchanged from our 2012 estimates. We discuss the economic policy options to boost economic growth next year. However the uncertain global economic backdrop poses a risk.