RaboResearch - Economic Research

Column

Komen ze of komen ze niet? (Dutch)

Ook als er dit najaar minder internationale studenten naar Nederland komen, zal het totale aantal studenten niet dalen. Door corona starten studenten eerder en leren ze langer door. En sommigen keren na lange tijd weer terug naar de collegebanken.

Economic Report

Going down: Revising our economic forecasts for India

We have revised our economic forecasts for the Indian economy downward to -10.6% for fiscal 2020/21 and expect the economy to grow by 8.9% in fiscal 2021/22. The main reason for the revision is that monthly economic data show that the pace of recovery is much slower than anticipated.

Economic Report

India’s worrying inflation dynamics

Inflation in India has been stubbornly high. Although we expect inflation to come down, we believe the downward trajectory will be short-lived. Against this backdrop, the Reserve Bank of India is probably reluctant to cut its policy rates.

Special

Brainport aan de top - Hoe blijft de Brainport-regio over tien jaar nog steeds de slimste regio ter wereld? (Dutch)

De Brainport-regio is een gebied in en om Eindhoven van bijzondere economische betekenis en een belangrijke groeimotor van de Nederlandse economie. Rabobank werkt aan de toekomst van de Brainport rond drie opgaven: minder kwetsbaar voor internationale dynamiek worden, innovatief voorop blijven lopen, en een aantrekkelijke regio om in te wonen en te werken te blijven.

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.

Special

US: Turbulence ahead

A second wave of Covid-19, contested elections, civil unrest, rising tensions with China and insufficient fiscal stimulus provide a toxic cocktail that are likely to pose a threat to the recovery and cause considerable market turbulence in Q4.