RaboResearch - Economic Research

Economic Report

Brexit update: transition ON!

The EU and the UK reached an agreement over a transition period on March 19, 2018. That is good for business continuity but does not affect our Brexit outcome base case. Hence, we maintain our view that the economy will slow down in 2018.

Economic Comment

The defence spending gap in the EU

The EU is temporarily exempted from the steel and aluminium tariffs in the US. While seeking permanent exemption, it might be difficult for the EU to increase defence spending to the satisfaction of the US, due to the possibly massive costs involved.

Economic Report Dutch version

From Food Waste to Future Value

Food waste is a big problem: a third of all food produced globally ends either as food loss or food waste. Initiatives to reduce food waste can decrease company's and consumer’s footprint and increase their profit.

Economic Quarterly Report Dutch version

Dutch economic boom to continue

The Dutch economy will grow by 3.1% in 2018 and by 2.5% in 2019. The global recovery boosts exports and a number of countries offer investment and trade opportunities for Dutch firms. Simultaneously, geopolitical events could have a major impact.

Special

Is a US trade war imminent?

Trump’s protectionist steel decision increases the risk of a trade war. But a full scale trade war would hurt the US economy even more than China and the EU.