RaboResearch - Economic Research

Economic Comment

Was nun, Mutti? II: Merkel fights for her political future

The breaking down of ‘Jamaica’-coalition talks last night brings unprecedented political uncertainty to Germany. Political initiative and control is moving away from Merkel towards the President, Frank-Walter Steinmeier, who can ultimately trigger new elections.

Economic Report Dutch version

The impact of Blockchain on trade finance

Blockchain is a technology which allows for an automatic and safe check and execution of transactions. Blockchain offers the opportunity to finance trade more cheaply and with less risk. Banks will remain an important player in trade finance.

Economic Comment

India: what is the economic impact of the new stimulus package?

The announced stimulus package in October will support the ailing banking sector, but we expect limited additional effects on economic growth of India (of 0.2ppts in fiscal year 2018/2019). Moreover, it is a missed opportunity that the package does not contain measures to foster total factor productivity growth.