RaboResearch - Economic Research
Global Economic Outlook: Waves of uncertainty
Dossier - Economic impact of the coronavirus
Temporary dip in house prices and sales expected from 2021
COVID-19 Economic Dashboard
Eurozone: K-shape recovery
Dossier - Geopolitical risks
Dossier - The impact of Trump
Dossier - Brexit updates and economic impact
Most recent
Economic Comment Dutch version
COVID-19 Economic Dashboard
Hard economic data usually comes available at quite some lag. To gauge the economic impact of COVID-19 we look at more timely economic indicators that are readily available. Data on traffic jams, international flights, and restaurant bookings are released sooner and more frequently. This helps us to better monitor the economic situation during the COVID-19 crisis.
Special
US: Turbulence ahead
A second wave of Covid-19, contested elections, civil unrest, rising tensions with China and insufficient fiscal stimulus provide a toxic cocktail that are likely to pose a threat to the recovery and cause considerable market turbulence in Q4.
Economic Quarterly Report Dutch version
Eurozone: K-shape recovery
We forecast that eurozone GDP will contract by 8.9% in 2020, followed by growth of 4.3% in 2021. The crisis widens the gap between countries, sectors and socio-economic classes.
Economic Quarterly Report Dutch version
The Dutch economy will feel the effects of the corona crisis for years to come
The Dutch economy is expected to contract by 5.2% in 2020. Measures to combat corona, uncertainty and rising unemployment are making the recovery patchy.
Dutch Housing Market Quarterly Dutch version
Temporary dip in house prices and sales expected from 2021
Although the Dutch housing market is still booming at present, we believe that rising unemployment and the fear of job losses will temporarily cause a dip in prices and fewer house sales from early 2021 onwards.
Economic Comment
Phase One Monitor: September Update. Decoupling taking shape
Based on the latest trade data, China only has five months left to crank up imports of US goods and services by USD 100bn in order to reach the 2020 target in the Phase One trade deal. This seems unrealistic and we believe that the Phase One trade deal will break down before the year is out.
Economic Quarterly Report Dutch version
Global Economic Outlook: Waves of uncertainty
The global economy has bottomed out and started its recovery. However, the recovery is marred by uncertainties such as more waves of coronavirus infections, lurking negative effects on the labor market and productivity and rising geopolitical tensions.