RaboResearch - Economic Research

Special

Four rays of hope amid the gloom of coronavirus

The coronavirus has a devastating impact on societies and economies, but never before have so many resources been channelled at finding ways to mitigate a virus. Hopes are pinned on vaccines, medicines, testing and increased health care capacity.

Economic Quarterly Report

Rente en valuta: redders in nood? (Dutch)

De financiële markten zijn in de ban van het coronavirus. De rentes dalen hard en er wordt gerekend op een helpende hand van de centrale banken. Ook de dollar heeft veel terrein prijs moeten geven, maar zal dit waarschijnlijk weer terugwinnen.

Special

Economic implications of the coronavirus

The recent coronavirus outbreak will likely affect China’s economic growth, and could also have global ramifications. which will likely be more severe than compared to the SARS outbreak 17 years ago because China has become much bigger and more intertwined globally.

Special

Trade deal China-US: Phase One, Phase None

The Phase 1 trade deal signed by the US and China in January 2020 has created a temporary but unstable equilibrium. The deal could still collapse and a re-acceleration of trade tensions in 2020 remains our base scenario.