RaboResearch - Economic Research

Economic Report

Trump’s midterm exam

The midterm elections on November 6 will be crucial for President Trump’s ability to govern in the next two years, especially on domestic issues. Consequently, President Trump’s actions in the near-term should be seen from this perspective.

Economic Report

Brexit update: squaring the circle

The UK government published a long awaited White Paper on the blueprint for the post-Brexit EU-UK relationship. The proposal brings more clarity but not more certainty. Hence the threat of a hard Brexit persists.

Economic Report

The downsides of India’s oil addiction

The oil market is going through a rocky period. Large net oil importing emerging markets, such as India, are vulnerable, but exactly how vulnerable? In this column we show the economic impact in case of a mild and severe oil price shock.