RaboResearch - Economic Research

Special

Scotland: A proxy vote for independence?

The Scottish regional election is potentially shaping up to have a big impact on the future of the UK. Scottish independence has returned to the top of the agenda and the SNP will argue to have a fresh mandate. The economic argument for Scottish independence is weak, but the Conservatives aren’t in the position to credibly make this case.

Special

Comparing G20’s cash cannon in 2020

Advanced G20 countries have really fired up the cash cannon compared to emerging G20 economies during Covid-19. But without this sizeable government spending by both the advanced and the emerging G20 countries, G20’s total contraction could have been four times more severe.

Special

De toekomst van de Bitcoin (Dutch)

De snelle stijging van de Bitcoinprijs leidt weer tot stevige debatten over de toekomst van deze crypto. Daarbij rijzen prangende vragen over de toekomst van de Bitcoin. In deze special tracht ik deze vragen van een antwoord te voorzien.

Special

Aarzelend van het aardgas af (Dutch)

De nieuwe verhoudingen in het politieke landschap gaan een stempel op onze energietransitie drukken. Er is géén meerderheid voor één duidelijke vergroeningsstrategie. Het gevolg is dat we aarzelend ’van het gas af’ gaan.

Special

United States: American Rescue Plan

President Biden has delivered a large covid relief package within the first 100 days of his administration that will support Americans at least through early September. By not fully exploring the bipartisan route, Biden has limited the type of policies that he can get through Congress going forward.

Special

Inflation: Ambient or transient?

Markets have been in the grips of ‘reflation’. Unless wage inflation picks up or governments stimulate beyond covid-19, the current upward forces on inflation will prove transient. Therefore, the ECB is expected to look through this rise in inflation.