RaboResearch - Economic Research

Special

India: getting inside the head of the RBI

We have developed a two-equation model to forecast India’s interest rate and inflation. Going forward, we expect that both variables will follow an upward trajectory. In our lower bound forecasts, we are even more hawkish than the repo forecasts from a Bloomberg survey among 46 economists.

Special Dutch version

The permanent damage of Brexit

The economic costs of a Brexit in 2030 are expected to range between GBP 400bn (hard Brexit) and GBP 260bn (soft Brexit), compared to a scenario where the UK would continue to be a member of the EU (Bremain). This equals £11,500 - £7,500 per British worker.

Special

Assessing the economic impact of Brexit: Background report

The economic costs of a Brexit in 2030 are expected to range between GBP 400bn (hard Brexit) and GBP 260bn (soft Brexit), compared to a scenario where the UK would continue to be a member of the EU (Bremain). This equals £11,500 - £7,500 per British worker.

Economic Report

India: where is the negative impact of demonetization?

The Indian economy grew by 7% in Q4 of 2016, which is surprising given that India was struck by an unexpected demonetization operation. The explanation can be found in underrepresentation of the informal economy in statistics and overestimation of the role of the private corporate sector.

Special Dutch version

Trump’s impact on the economy

As of January 20, Donald J. Trump is President of the United States. In this Special we sketch the changes in economic policy that we should expect in the coming years, in particular in the areas of fiscal stimulus, trade policy, and energy policy. We also look at effects on US public debt sustainability, and market implications.