RaboResearch - Economic Research
Spain’s economic recovery gradually gains ground after a weak start to the year
Dossier - Economic impact of the coronavirus
China: The wider implications of Huarong’s woes
COVID-19 Economic Dashboard
Travel bubble brings Australia out of isolation
Dossier - Geopolitical risks
Dossier - The impact of Trump
Dossier - Brexit updates and economic impact
Most recent
Economic Report
United States: The Georgia Bifurcation
If the Democrats win both run-off elections in Georgia this would open the door to a large fiscal stimulus package and more expansive fiscal policy in the coming years. This would reduce the pressure on the Fed to provide more monetary stimulus through asset purchases.
Economic Report
Why India is wise not to join RCEP
On November 15th, the Regional Comprehensive Economic Partnership (RCEP) was signed, but India decided to opt out. Many consider this a policy mistake, but we argue that India’s choice is actually quite rational.
Special
United States: Billions toward Covid-19 relief
Democrats and Republicans have finally passed a bill on a new Covid-19 relief package which was signed into law by President Trump on Sunday. The size of the fiscal package is estimated at almost $900 billion, although about half of that is money recycled from the CARES Act.
Economic Update
Emerging markets vulnerability heatmap
The emerging markets heatmap provides a comprehensive overview of the relative vulnerability of eighteen emerging markets. Results show that Asian countries are in relatively good shape, while Latin American countries are most vulnerable.
Economic Report Dutch version
The Basics of Advanced Recycling
There is pressure to address the problem of plastic packaging waste. Advanced recycling is mentioned as a promising solution and can complement existing recycling methods, accelerating the transition to a circular economy.
Economic Quarterly Report
Slightly less favorable economic outlook due to hard lockdown
We made small downward revisions to our projections for the Dutch economy following the announcement of a hard lockdown on December 14.
Economic Comment
Germany: Additional containment measures
Germany will implement additional containment measures to prevent a further rise of infections from 16 December to 20 January. Non-essential shops, schools and barbers will have to close. Closing of non-essential shops could cost as much as EUR 3.5bn TVA in December and January.
Economic Comment
Phase One Monitor – December update
Despite reversing the downward trend in September and October, China is still miles behind the target. There is a clear divergence on the progress towards targets for agricultural and energy imports, and manufacturing and services imports.
Economic Quarterly Report Dutch version
Dutch economy to return to pre-corona level in mid-2022
Following the economic decline of an estimated 4.2 percent this year, we expect the economy to grow by 2.4 percent in both 2021 and 2022. Unemployment is expected to rise to 5.5 percent by the end of 2021.