Europe Economic Outlook Outlook has brightened despite political risk The euro-zone has continued to perform very well and we now expect growth to be stronger than the consensus forecast this year and next. Inflation has been lower than we had assumed, meaning that... 19th April 2017 · 1 min read
Europe Economics Weekly What is the state of play as election season kicks off? Dutch Prime Minister Mark Rutte described last week’s election as the “quarter finals to beat the wrong sort of populism”. The forthcoming French presidential election will be the semi-final, and the... 17th March 2017 · 1 min read
Europe Economics Update Dutch ado about nothing? The next Dutch government is likely to be a centre-right coalition with a broadly similar stance towards the EU as before and a slightly looser fiscal policy. But the balance of power in the... 16th March 2017 · 1 min read
Europe Economics Update Is the Dutch election a litmus test for the rest of Europe? We suspect that a better-than-expected result for eurosceptic and populist parties in today’s Dutch general election would have little direct effect on support for eurosceptic parties elsewhere. 15th March 2017 · 1 min read
Europe Economics Update Dutch election likely to result in small fiscal boost The PVV’s declining support suggests that is now even less likely to govern after the Dutch election. But the eventual governing parties will still respond to the populists by loosening fiscal policy. 13th March 2017 · 1 min read
Europe Economics Update Key questions ahead of the Dutch general election With one month to go until the Dutch general election, in this Update we answer twelve questions about the vote and the possible consequences of a victory for the anti-EU Party for Freedom (PVV). 15th February 2017 · 1 min read
Europe Economics Update Is political uncertainty taking a toll on the Dutch economy? The tightening of credit standards in the Netherlands suggests that political uncertainty may be having an impact on economic conditions. The chance of eurosceptics gaining power is limited and the... 23rd January 2017 · 1 min read
Europe Economic Outlook Euro-zone back in the spotlight in 2017 The European economies have continued to fare relatively well, with euro-zone growth in particular supported by a weaker currency and low inflation. However, a temporary surge in inflation this year... 17th January 2017 · 1 min read
Europe Commercial Property Update Netherlands logistics rents to rise, but only gradually Low vacancy rates and high capital values are driving high levels of logistics development in the Netherlands. Although we see potential for rents to tick up in the next few years, we do not expect... 22nd December 2016 · 1 min read
Europe Economics Update Nexit is not next, but Dutch voters still pose threat to EU There is little chance of March’s Dutch general election resulting in a referendum on EU membership. But the shift in political sentiment towards euroscepticism may derail EU policymaking in other... 20th December 2016 · 1 min read
Europe Economics Weekly Where is political risk greatest? Last week’s US election result raised the question of where the next political shock might be. The popularity of far-right candidates and forthcoming major elections make France and the Netherlands... 11th November 2016 · 1 min read
Europe Economics Update The Netherlands will be hit harder than most by Brexit The Dutch economy is more vulnerable than most to a downturn in the UK. In turn, the negative labour market impact could boost support for eurosceptic parties ahead of next year’s elections. 11th July 2016 · 1 min read
Europe Economics Update Will Dutch consumers keep on spending? Despite the recent falls in consumer confidence, there are a number of reasons to be positive about the outlook for household spending in the Netherlands over the coming years. Nevertheless, worries... 18th May 2016 · 1 min read
Europe Commercial Property Update Dutch retail rental growth rates upgraded Steady improvement in the Dutch consumer sector in the next few years will support expansionary retailer demand and drive rental growth rates above those we had previously forecast. We now expect... 22nd March 2016 · 1 min read
Europe Economics Update Dutch referendum on Ukraine another threat to the EU While a ‘no’ vote in the upcoming Dutch referendum on the European Union’s Association Agreement with Ukraine might have few direct effects, such an outcome would illustrate the Dutch population’s... 10th March 2016 · 1 min read
Europe Data Response French, Italian & Dutch Industrial Production (Aug.) A mixed set of national industrial production data for August from France, Italy and the Netherlands suggested that while euro-zone industry might have fared slightly better in Q3 than it did in Q2... 9th October 2015 · 1 min read