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Benelux
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Macro View
Belgium: Economic Profile
Belgian Economy Contracts by 0.2% q/q in Q4 2011
Belgium Agrees Further Spending Cuts Under EU Pressure
Belgium : Eurozone : Europe : Macroeconomy : Growth Outlook and Business Cycle :
The Netherlands: Economic Profile
The Netherlands Gets a Minority Right-Wing Government
Dutch Economy Grows by 0.2% q/q in Q1 2010
Belgium : Eurozone : Europe : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :
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Geostrategic & Long Term Issues
NATO's Future Role
NATO in Afghanistan: Obama Unwinds Troop Increase
U.S.-Afghan Relations: Tensions Mount
Baltics : Belgium : Emerging Europe and CIS : Eurozone : Nordics : Norway : Romania : Southeast Europe : Turkey : Europe : Geostrategy : Foreign Policy and Geostrategic Risks : International Organizations :
Belgium: Domestic Politics
Belgium: Political Parties Form New Coalition Government
Belgium : Eurozone : Europe : Geostrategy :
Eurozone Outlook Update: Crumbling Growth Prospects
Following a sharp slowdown in economic activity in Q2, we expect to see nearly flat economic growth in H2 2011, with a rising risk of a renewed quarterly contraction. In 2012, the eurozone economy will register only a moderate economic expansion, with risks skewed to the downside. Given the ECB’s preference for a more gradual, behind-the-curve approach, our base case envisions it cutting interest rates by 25 bps in December and fully reversing the monetary policy tightening implemented earlier this year by end-Q1 2012, as overall inflation falls back below 2%. We still view a series of sequential public debt rescheduling, with bail-ins (potentially even in large countries), as the most likely course of action over the next five years. Since debt relief alone does not address the peripheral economies’ competitiveness problems, an exit from the currency union—in particular by Greece and Portugal—to restore growth remains a considerable risk.
Read the latest Eurozone Outlook
Economic Research
Economic Research
Much Ado About Relatively Little: Contagion Risks From an Orderly Greek Debt Restructuring Are Modest, Contained and Manageable
By May 24, 2011
Europe Weekly
Eurozone Core Comes Up Trumps in Q1; UK, EZ Periphery Moving at Half Speed
By May 13, 2011
Economic Research
Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama
By Mar 24, 2011
Economic Research
An Orderly Market-Based Approach to the Restructuring of Eurozone Sovereign Debts Obviates the Need for Statutory Approaches
By Nov 15, 2010
Daily Digest
RESEARCH AND STRATEGY FIXTURES
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Featured Economic Research and Market Strategy
Featured Analysis
Sub-Saharan Africa Outlook: Shifting Into a Lower Gear
“EMs, particularly China, have become Africa’s key trade and investment partners, insulating the continent from the developed market (DM) growth downturn. ”
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