RaboResearch - Economic Research

Economic Report

The race to predict India’s economic data

We show that so-called nowcasting can be used to gauge economic growth in India more accurately. We correctly predicted India’s recent slump in economic activity. Moreover, nowcasting can also be used to validate recent claims that India’s GDP figures are overestimated. We find not ground for these claims.

Column

Hoe arm is de zzp’er? (Dutch)

Het klinkt zo mooi: lekker zzp'en in een koffietentje, alles zelf bepalen en prima verdienen. Maar zo mooi is het leven van sommige zzp'ers niet, schrijft Rabobank-econoom Otto Raspe in dit opiniestuk.

Economic Comment

China: Stimulus prevents further slowdown in growth

The lower GDP growth in the second quarter is in line with our expectations of a gradual economic slowdown. On the back of more government stimulus, June headed towards a slight recovery on several fronts. The question is not if, but when (trade) tensions with the US will flare up again.

Column

Veertigersverdriet (Dutch)

Het pensioenakkoord leidt tot onrust onder veertigers. Zijn zij bij de transitie naar een nieuw pensioenstelsel de sigaar, of kunnen zij rekenen op een ‘adequate compensatie’?

Economic Report

Recession and CLOs

While CLOs performed well during the last crisis, and there is less dependence on short-term wholesale funding, the rise of loans with reduced investor protection and illiquidity are risk factors that could turn a run-of-the-mill recession into something worse.