RaboResearch - Economisch Onderzoek

Economisch commentaar

Tapering, a game-changer? (Engelstalig)

The start of tapering in January 2014 is not expected to significantly change our global economic outlook. Nevertheless, it might have negative consequences for the bond markets of vulnerable countries, both in the emerging world and the eurozone.

Economisch commentaar Engelstalige versie

Nederlandse recessie zet door

De krimp van de Nederlandse economie was in het eerste kwartaal van 2013 met 0,1% relatief beperkt, maar de onderliggende economische ontwikkeling was zeer zwak.

Economisch commentaar

China: Growth slows in first quarter (Engelstalig)

China´s economic growth slowed in the first quarter of 2013, against expectations. Chinese authorities don’t seem too concerned (yet) and take a cautious approach regarding further growth supporting policies. China´s growth estimate for 2013 is lowered to 7.5%-8%.

Economisch commentaar

The Cyprus bailout program (Engelstalig)

The Cyprus bailout program presented on Monday 25 March is much better than the proposal presented a week before. A Cypriot euro exit has been averted, but the country will face a difficult and uncertain economic future. 

Economisch commentaar

The impact of Chavez’s death (Engelstalig)

The death of Hugo Chávez on Tuesday not only creates economic and political uncertainty for Venezuela, but also for some of its neighbours.

Economisch commentaar

UK: Osborne loses his cherished AAA (Engelstalig)

Moody’s decision to downgrade the UK’s government bond rating should not come as a surprise to investors. That said, the lower rating is a huge blow for Mr. Osborne since his austerity plan was partly based on maintaining the AAA-rating of the UK.

Economisch commentaar

Thou shalt not beggar-thy-neighbour (Engelstalig)

The G7 statement released today was aimed at addressing concerns over a fresh round of global currency wars. It is vital that the world leaders denounce beggar-thy-neighbour policies at the upcoming G20 meeting in Moscow as well.

Economisch commentaar Engelstalige versie

Nederland terug in recessie

De Nederlandse economie was in de tweede helft van 2012 voor de derde keer in de afgelopen vier jaar in recessie. Recente ont­wik­ke­lingen wijzen op stabilisatie, maar de vooruitzichten blijven zwak en onzeker.