RaboResearch - Economic Research
Structural confusion
Brexit Update: Extreme brinkmanship
Nowcasting the Indian economy
Homes in the Netherlands keep getting more expensive; in other countries prices are declining
Geopolitical risks
The impact of Trump
Brexit updates and economic impact
The Greek debt crisis: developments from start till end
Most recent
Economic Report
National emergency on the US-Mexico border
President Trump declared a national emergency on the US-Mexico border that will allow him to divert funds to build the wall. The Democrats are likely to challenge this decision, bringing the country closer to a constitutional crisis.
Economic Report
Very dangerous cars
Trump received the report into whether automotive imports are a threat to the US national security. Although the conclusion of the report has not been released yet, it is likely that Trump now has 90 days to decide on imposing tariffs on imports related to cars.
Economic Report Dutch version
Spain elections: Third time’s a charm, right?
Spain will hold early elections on 28 April. The short-term economic impact will be limited, but public finances will be worse off in 2019. The longer-term impact is difficult to assess based on current polls, but it could well be positive.
Special Dutch version
Quality of management in the Netherlands
For the first time the quality of management practices in the Dutch manufacturing sector has been measured in an internationally comparable way. Dutch management is ranked sixth worldwide, behind the United States, Sweden and Germany.
Special
Should the ECB consider issuing its own securities?
The ECB could use Central Bank Securities too mop up liquidity. The use of this instrument may bring the additional advantage of the creation of a EMU-wide ‘safe asset’. This may bring advantages for the stability of the Eurozone.
Column Dutch version
Structural confusion
Assessing US tax cuts, Italian public spending, and Fed or ECB policy all require a distinction between the 'cyclical' and 'structural'. But even when you who know the difference, it is easy to make a policy mistake.
Special
Much can be done to strengthen EMU within the current legal framework
The ECB could use Central Bank Securities too mop up liquidity. The use of this instrument may bring the additional advantage of the creation of a EMU-wide ‘safe asset’. This may bring advantages for the stability of the Eurozone.
Special
Nowcasting the Indian economy
In this Special we present our new nowcasting methodology for the Indian economy. Our combined model predicts an economic growth for calendar 2018Q4 of 6.3%, which would imply a significant slowdown of economic activity after the already disappointing GDP print of 7.1% in Q3.
