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.

Kwartaalbericht Woningmarkt Engelstalige versie

Woningmarkt toont begin van broos herstel

De woningmarkt trekt langzaam maar zeker aan. Een aantal indicatoren wijzen op herstel, maar dat herstel is wel broos. Wij voorzien een stijging in transacties in het vierde kwartaal van 2013 en verwachten prijsstabilisatie in de loop van 2014.

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.

Kwartaalbericht Woningmarkt

Dutch Housing Market Quarterly June 2013 (Engelstalig)

The bottom of the Dutch owner-occupied housing market is in sight. The fall in house sales has virtually come to a halt and price declines have also slowed. We expect this development to continue and that house prices may stabilise as well in 2014.

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.