RaboResearch - Economic Research

Stefan Koopman

Market Economist

Stefan is a Market Economist at RaboResearch Global Economics & Markets

He is responsible for the analysis of financial markets and communicating the team’s rates and FX forecasts to the Dutch client base. His focus area is the Bank of England, but he writes, comments and gives client presentations on virtually everything that is moving markets.

Stefan studied business economics and holds an M.Sc. in Finance from University of Amsterdam.

Publications Stefan Koopman

Economic Quarterly Report

Rente en valuta: onze munt, hun probleem (Dutch)

De Amerikaanse economie draait op volle toeren en dit geeft de Fed het vertrouwen om de rente verder te verhogen. De markt is bang dat de Fed te hard van stapel loopt, zeker nu de sterker wordende dollar voor problemen zorgt in opkomende markten.

Economic Quarterly Report

Rente en valuta: op eigen benen (Dutch)

De markten zijn lang gepamperd door de ECB, maar moeten weer op eigen benen leren staan. Zowel de korte als de lange rentes zullen echter aan de lage kant blijven. Het oplopende renteverschil met de VS zorgt voor toenemende druk op de eurodollar.

Economic Report Dutch version

The implications of Italy’s populist government

President Mattarella has approved a Five Star-League government. The government has the intention to go on a spending spree and intensify opposition against Brussels, but not to leave the Eurozone. The risk, though, cannot be fully neglected.

Special Dutch version

Wolf! Wolf! Wolf? Increasing US recessionary risks

In this publication we look at three different indications pointing at increasing US recessionary risks. Our treasury yield curve model suggests a 27% probability of a recession in the 17-month window. This probability is much higher than the recession expectation of the NY Fed.

Economic Report

Brexit update: transition ON!

The EU and the UK reached an agreement over a transition period on March 19, 2018. That is good for business continuity but does not affect our Brexit outcome base case. Hence, we maintain our view that the economy will slow down in 2018.

Economic Quarterly Report

Rente en valuta: voorzichtig omhoog kijken (Dutch)

Na de stevige turbulentie eind januari/begin februari zijn de financiële markten weer wat tot rust gekomen. De Fed gaat door met renteverhogingen en de ECB zet voorzichtige stappen naar de afbouw van haar ruime monetaire beleid.