RaboResearch - Economic Research
Brexit update: entering overtime
Eurozone economic growth slows down
The Netherlands: labour market tightens further, but price pressures subdued
The crisis and recovery of Spain’s labour market
Geopolitical risks
The impact of Trump
Brexit updates and their impact
The Greek debt crisis: developments from start till end
Most recent
Special Dutch version
Trade wars then and now: Smoot-Hawley all over again
The protectionism of the Trump era is similar to the 1930s in terms of motivation, timing, and retaliation. The differences lie in the shift of protectionism through tariffs to non-tariff barriers and the extent of international value chain integration, which makes the impact of protectionist measures less predictable.
Special Dutch version
Can fiscal policy fill the gap?
The ECB has little possibilities to stabilize the economy in case of a new recession. Therefore it is important that Eurozone countries have fiscal policy space to fill the gap. Unfortunately the Eurozone countries do not seem to have enough buffers.
Economic Report
Will the Italian government contract yield?
Since budget talks took off a few weeks ago, concerns over the sustainability of Italy’s public finances have risen. Italian government bonds yields are up and bank shares are down. Bond yield volatility is here to stay for the rest of the year.
Economic Report
Trump’s midterm exam
The midterm elections on November 6 will be crucial for President Trump’s ability to govern in the next two years, especially on domestic issues. Consequently, President Trump’s actions in the near-term should be seen from this perspective.
Dutch Housing Market Quarterly Dutch version
House prices still on an upward path, but buyer confidence is waning
Just like in the first quarter fewer homes were sold between April and June 2018. Yet, house prices have increased rapidly in the same period. Decreasing affordability and accessibility of the owner-occupied market severely undermine buyer confidence on the housing market.
Column Dutch version
Not quota but full-time job increases the chance for sub top jobs for women
The position of women on both sides of the labour market spectrum would benefit from women working longer hours or full time. It is the only way to increase the number of financially independent women and open up the road to the top jobs.
Economic Report Dutch version
Financial markets aren't ignoring geopolitics
Geopolitical risks have risen, but markets appear unperturbed. We develop a new index of geopolitical risk and use it to show that most bond and equity markets are just as responsive to such risks as in the past.
