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 Brexit and 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.
Column
De Britten moeten snel een besluit nemen over een verlenging van de transitieperiode. Maar hoe logisch, rationeel en verstandig zo’n verlenging op dit moment ook is, we kunnen niet aannemen dat premier Johnson dit zonder slag of stoot zal doen.
Special
Markets and media are focused on everything related to Covid-19, yet the Brexit-clock ticks away in the background. The first real deadlines are nearing fast. There are plenty of compelling arguments to extend the transition period; we challenge the conventional wisdom and look for reasons why the UK government would not ask for more time.
Special
The coronavirus has a devastating impact on societies and economies, but never before have so many resources been channelled at finding ways to mitigate a virus. Hopes are pinned on vaccines, medicines, testing and increased health care capacity.
Infographic
Infographic bij het Economisch Kwartaalbericht van maart 2020.
Economic Quarterly Report
De financiële markten zijn in de ban van het coronavirus. De rentes dalen hard en er wordt gerekend op een helpende hand van de centrale banken. Ook de dollar heeft veel terrein prijs moeten geven, maar zal dit waarschijnlijk weer terugwinnen.
Special
Brexit has finally become a done deal, but the next phase of the negotiations is much broader in scope. The little time available limits the potential of any EU-UK agreement. Indeed, Brexit has been gradually defined in much harder ways.
Column
Of de Big Ben nou geluid wordt of niet, het is 100 procent zeker dat Brexit over een kleine twee weken een feit is. Op 31 januari om 23:00 uur lokale tijd zal het Verenigd Koninkrijk definitief uit de Europese Unie vertrokken zijn. Er is geen ruimte meer voor heroverwegingen, en er komt voorlopig ook eventjes geen herkansing.
Economic Report
The great Brexit gamble paid off: Prime Minister Johnson got his majority in the House of Commons and he will now be able to ‘get Brexit done’. The UK will leave the EU by January 31.
Special
Even though PM Johnson’s Brexit deal would only lead to limited checks, we don’t expect the EU to accept his proposal. They are treading carefully to avoid any blame and count on the UK Parliament to prevent a no-deal Brexit on October 31.
Economic Report
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.