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 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.

Publications Stefan Koopman

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.

Economic Update

Italy: elections unlikely to hamper economic recovery

Italians are very upbeat and don’t seem to worry about the upcoming elections. The short-term economic outlook is quite rosy. We expect the next government won’t endanger the recovery, but at the same time won’t improve the weak long-term outlook either.