RaboResearch - Economic Research

Economic Report

The US standoff on the debt limit: an unnecessary political game

In October we could see both a US government shutdown and a government default if the spending and debt bill approved by the House of Representatives on Tuesday does not pass the Senate. This is a game of chicken between Democrats and Republicans that is completely unnecessary.

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.

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.

Economic Comment

'Het is echt tijd om de coronasteunmaatregelen af te bouwen' (Dutch)

Vanaf 1 oktober stopt de overheid de coronanoodsteunpakketten voor bijna het hele bedrijfsleven. Dat heeft het kabinet deze week laten weten in een brief aan de Tweede Kamer. Onzekere tijden lijken daarmee dichterbij te komen. "Maar wij denken dat de economie dit wel aankan", zegt econoom Frank van Es over dit onderwerp bij BNR Nieuwsradio.

Economic Report

Delta variant forces Australia into new lockdowns

Australia is facing new lockdowns due to the spread of the Delta variant. Nonetheless, we expect the economic impact to be less severe than last year. Inflation reached a high point of 3.8%. However, the central sees this as temporary and the RBA doesn’t expect to hike rates before 2024.

Economic Report

Economy of India recovers from second wave of Covid-19

India’s economy rebounds quickly and economic pain of the second wave will be concentrated in the second quarter. Inflation number were above inflation target of the RBI in May and June but seem to have peaked. We expect the RBI to remain its accommodative stance for some time to come.