RaboResearch - Economic Research

Special

China’s economic recovery: A tale of two speeds

China’s economy is recovering. However, the recovery is unequal. In addition, Covid-19 has increased income inequalities and regional differences. China’s situation might give a glimpse into imbalances in the recovery of other countries as well.

Economic Comment

Covid-19 economisch dashboard: hoe staat Nederland ervoor? (Dutch)

In deze publicatie presenteren wij periodiek een reeks grafieken, die samen een zo actueel mogelijk beeld geven van de Nederlandse economie in de context van de coronacrisis. Wij kijken bijvoorbeeld naar cijfers over mobiliteit, vertrouwen bij producenten en consumenten, maar ook werkgelegenheid, huizenprijzen en handel.

Special

Economic developments in India: A mixed bag of ups and downs

Economic developments in India are mixed. On the upside, there is the prospect of an effective vaccine, fresh government stimulus and better economic performance than anticipated. On the downside, there is a risk of a second wave and the economy continues to struggle with high inflation.

Economic Comment Dutch version

COVID-19 Economic Dashboard

Hard economic data usually comes available at quite some lag. To gauge the economic impact of COVID-19 we look at more timely economic indicators that are readily available. Data on traffic jams, international flights, and restaurant bookings are released sooner and more frequently. This helps us to better monitor the economic situation during the COVID-19 crisis.

Column

Zorg voor transparantie bij verdeling pensioenpotten (Dutch)

De vakbonden en werkgevers staan voor een uitdaging van formaat: in de komende jaren moeten zij het pensioenakkoord uitvoeren. Zo'n 1500 miljard euro aan pensioengeld moet worden verdeeld. Kiezen de sociale partners daarbij voor lastige en niet te volgen rekenmethodes, dan kan het vertrouwen van burgers flink worden ondermijnd.

Economic Report

United States: Biden's challenges

Under a Biden administration foreign and trade policy will remain focused on meeting the challenge of China as the main rival of the US. However, the fiscal policy plans of the Democrats are likely to be stopped by the Republicans in the Senate.

Economic Comment

Japan: Economic and external woes continue

Coronavirus cases are still increasing in Japan, which is holding back its economic recovery. Relations with China are still tense. If the economy weakens further, the Bank of Japan might start another round of stimulus.