RaboResearch - Economisch Onderzoek

Landenrapport

Turkey: ongoing political instabiliy (Engelstalig)

Turkey’s economy expanded by 4% last year, but Russian sanctions and weaker tourist arrivals will negatively affect growth this year. In spite of the AKP’s regained parliamentary majority, Turkey’s political situation remains volatile which could once more weigh on essential foreign capital inflows.

Landenrapport

Belgium: recovery at a snail's pace (Engelstalig)

The centre-right government has successfully implemented several policy measures to improve Belgian price competitiveness. High public debt, inflation and security issues are the most prominent downward risks for a stable economic recovery.

Landenrapport

Ireland: The Celtic Tiger is back (Engelstalig)

Ireland posted very strong growth of 7.8% last year which supports deleveraging and house prices but asset quality of banks remains poor and could hurt banks and the government in the future. As possibly worst affected, Ireland is closely following the Brexit debate.

Landenrapport

Germany: stable economic growth with challenges ahead (Engelstalig)

The German economy performs well on the back of a competitive export sector and is rebalancing towards domestic demand, driven by a strong labour market. The recent surge in immigration poses a significant challenge for the German economy.

Economisch commentaar

Waar is de paniek op de financiële markten?

De rust lijkt wedergekeerd op de financiële markten maar onduidelijk is waarom. Met het komende Brexit-referendum, de Griekse schuldonderhandelingen en mogelijk vervolg van de vluchtelingencrisis kan de onrust op financiële markten zo weer terug zijn.