RaboResearch - Economic Research

Economic Report

Meer schuld, minder groei; waarom China blijft stimuleren (Dutch)

De Chinese binnenlandse schuld is inmiddels gestegen tot een recordhoogte van 255% van het BBP en de kredietgroei ligt nog steeds fors boven de economische groei. Onze analyse laat zien dat dit beleid zijn effectiviteit heeft verloren en dat de risico’s van hoge schulden toenemen.

Economic Report Dutch version

Why the Trump phenomenon is here to stay

The success of anti-establishmentcandidate statistically explained by stagnant median wages and declining manufacturing employment. When these trends persist, Trump and his successors are here to stay.

Economic Report

Asia-Pacific: many risks but no new Asian crisis in the making

A balance of payments crisis is unlikely in today’s Asia. Most countries have improved their current accounts and FX reserves. The rising debt load may however pose problems, although it nowadays is mainly local currency denominated.