RaboResearch - Economic Research

Economic Report

Very dangerous cars

Trump received the report on the investigation into whether automotive imports are a threat to the US national security. The conclusions have not been made public. Trump now has 90 days to decide – depending on the conclusion of the report – whether or not to impose tariff.

Economic Comment

Japan: Economic recovery on the cards?

We expect the Japanese economy to recover moderately in the fourth quarter of 2018, and this will continue in the first quarter of 2019, but we do not foresee any surprises from the central bank in terms of policy changes. Inflation has not picked up yet, and risks remain tilted to the downside.