RaboResearch - Economic Research

Stefan Koopman

Senior 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 Report Dutch version

German elections: Was nun, Mutti?

While Merkel was the unsurprising winner of yesterday’s elections, the outcome suggests a shift in the German political landscape as the populist far-right AfD came in third. The process of finding a workable coalition starts now, but we may not see a new government before Christmas.

Economic Quarterly Report

Rente en valuta: aan de vooravond van meer turbulentie? (Dutch)

De afbouw van het ECB opkoopprogramma is aanstaande. Hoewel dit de obligatiemarkt zeker zal testen, verwachten wij uiteindelijk geen hogere kapitaalmarktrentes. Op de valutamarkt rekenen wij wel op een aanhoudend sterke euro.

Special

German elections: Merkel looking for a (new) deputy

Angela Merkel is set to win a fourth term as chancellor, thanks to the strong German economy. Her choice of coalition partner will have ramifications beyond Germany. We see a renewed Grand Coalition as the most likely. They may make progress on Eurozone integration.

Economic Report

UK election result: DUP saving the May day?

Theresa May wanted to exploit her enormous lead in the polls to strengthen her Brexit mandate, but this gamble has now backfired. The Conservatives lost their majority in the House of Commons, an arrangement with DUP is now a plausible scenario.

Economic Quarterly Report

Rente en valuta: de kater komt later (Dutch)

De recente ontwikkelingen rondom de positie van president Trump laten zien dat de euforie van de markt over Trumpflatie te voorbarig is geweest. Wel heeft de euro de laatste tijd weer wat van zijn glans teruggekregen. Verder zal de onzekerheid rondom de Brexit-onderhandelingen voorlopig aanhouden, waardoor een herstel in het pond sterling nog niet aan de orde is.

Economic Quarterly Report

Economische kerngegevens (Dutch)

De meest recente economische voorspellingen voor de Nederlandse en internationale economie en de financiële markten.

Special

United Kingdom: May's Way or the Highway

At the moment PM May called for snap elections, the Tories’ had a large lead in the polls. However, the gap with Labour has narrowed over the last few weeks. If the Tories lose their majority, this could have implications for the Brexit outcome.

Economic Update Dutch version

Italy: All bets are off

4 December, Italy rejected a reform that would have improved the governability the country. Renzi has resigned, but the initial market impact has been fairly muted. Paradoxically, the chance of a referendum on Eurozone membership has reduced.

Special

The voice of Italy

Sunday 4 December, Italians will vote on a constitutional reform that should support policymaking in Italy. Yet the reform is not without downsides. The suggestion that a 'No'-vote would put Italy on a path towards leaving the Eurozone is wrong.