RaboResearch - Economic Research

Jurriaan Kalf

Economist

Jurriaan Kalf is economist and liaison officer for several business units.

He is currently responsible for picking up signals from corporate clients and translating these signals to themes to focus our economic research. Before this role, Jurriaan was economist and country risk analyst for the North America, the Middle-East and Asia.

Jurriaan studied financial economics at Utrecht University and interned at the Dutch central bank before being trained as policy economist at the Dutch government

Publications Jurriaan Kalf

Country Report

Ireland: The Celtic Tiger is back

Ireland posted very strong growth of 7.8% last year which supports deleveraging and house prices but asset quality of banks remains poor and could hurt banks and the government in the future. As possibly worst affected, Ireland is closely following the Brexit debate.

Economic Comment

Waar is de paniek op de financiële markten? (Dutch)

De rust lijkt wedergekeerd op de financiële markten maar onduidelijk is waarom. Met het komende Brexit-referendum, de Griekse schuldonderhandelingen en mogelijk vervolg van de vluchtelingencrisis kan de onrust op financiële markten zo weer terug zijn.

Economic Report

Asia-Pacific: many risks but no new Asian crisis in the making

A balance of payments crisis is unlikely in today’s Asia. Most countries have improved their current accounts and FX reserves. The rising debt load may however pose problems, although it nowadays is mainly local currency denominated.

Country Report

Mexico: growth holds up well despite austerity

Growth is holding up well despite the fallout from low oil prices and the resulting fiscal austerity, which strongly and negatively affects public investment but at the same time supports the credibility of the government’s economic policies.

Economic Comment

Verkiezingen Spanje: nieuwe partijen, nieuw beleid? (Dutch)

De zittende centrumrechtse regering wint de nationale verkiezingen, maar verliest haar absolute meerderheid in het parlement. Het is nog onduidelijk of de nieuwe regering de grote economische uitdagingen waar Spanje mee kampt grondig zal aanpakken.