November 12, 2019 Economic Comment

Spanish elections: Día de la Marmota

Spain’s elections failed to solve the deadlock in parliament. Scraping a majority will be extremely difficult. The stalemate will not sent the economy into crisis, but it prevents that the economy and public finances from being prepared for one.

November 08, 2019 Economic Report

Spanish elections: take four!

Sunday’s elections in Spain are unlikely to break the deadlock in parliament. The economy will continue to grow relatively fast in the short term, but growth is slowing while unemployment is still high and public finances weak.

November 06, 2019 Special

German fiscal stimulus: Will politicians heed the call?

Trouble in the German economy has more structural groundings than just the trade war. The aging population will have a significant downward effect. We compute the impact of two investment packages for R&D, education and infrastructure.

November 04, 2019 Economic Report

India could miss the shift underway in global trade, unless...

In our Where Will They Go index (including market size), India tops the list of countries that might benefit from the US-China trade war. The current economic slump weighs on India’s attractiveness as investment destination, which required the government to act by launching structural reforms.

November 01, 2019 Economic Update Dutch version

The Netherlands: Domestic risks becoming more prominent

The Dutch economy is slowing down. Consumption is still on track, but the persisting industrial weakness and the growth slowdown in Dutch imports and exports point toward an economic slowdown.

November 01, 2019 Economic Comment

Eurozone economy: A party without cake

The Eurozone economy grew with 0.2% in 19Q3. At first sight maybe little to cheer about, but given the trade tensions and ailing manufacturing sector, worth a minor celebration. Maybe more importantly, for now this is as good as it gets.

October 21, 2019 Economic Report

Brexit Update - Extension rebellion

Whilst ‘Super Saturday’ turned into a Brexit anti-climax, it also became clear that Prime Minister Johnson actually might have the numbers to get his deal through. This may change when the deal will be scrutinized.

October 11, 2019 Video

Which countries might benefit from the US-China trade war? (video)

Rabobank economists Hugo Erken and Raphie Hayat talk about what the US-China trade war means for Southeast Asia. Will US companies in China leave? And if so, where will they go? Will Southeast Asian countries emerge as winners from the trade war? Find out in this video update.

October 08, 2019 Economic Report

Storm in a tea cup or first step towards a transatlantic trade war?

In this report we assess the potential impact of US tariffs on European Union export goods worth USD 7.5bn. The use of a standard GTAP trade model enables us to analyse the economic impact across sectors and countries.