RaboResearch - Economic Research

Special

Very dangerous European cars part II

Soon, President Trump will announce what to do with tariffs on EU cars. We think he will not hike tariffs just yet, but will keep the tariff threat alive. Within the EU, the German and Hungarian economy are most vulnerable to higher car tariffs in the US.

Special

US-China trade war: no turning back

The recent announcement from the US to further up the ante in the trade dispute with China clearly marks a new escalation in the trade war. If one takes China’s recent response into account, it’s hard to see either side trying to ease tensions at this stage.

Special

The US-China trade war in the rerun

The US has raised import tariffs from 10% to 25% on 200bn worth of Chinese goods shipped to US shores and China has vowed to retaliate. In this report, we assess the economic impact of these measures, as well as a scenario where the US-China trade war fully escalates.

Special

Why growth keeps disappointing

In this Special we show that the Euro Area faces considerable challenges for the mid-term. Structural problems on the labour market, sluggish labour productivity caused by declining firm dynamics and an unfavourable interest environment are causes of concern.

Economic Quarterly Report

Wereldeconomie vertraagt, Nederlandse economie versnelt (Dutch)

Terwijl de groei van de wereldeconomie dit jaar vertraagt, zal de economische groei in ons land juist iets versnellen. Het Nederlandse BBP groeit dit jaar naar verwachting met 2¼% en deze groei zal in 2016 oplopen naar 2¾%. Onze export en de binnenlandse bestedingen zorgen ervoor dat de groei een brede basis heeft.

Economic Comment Dutch version

Recent developments in Greece

In the past months, the tensions between Greece and its creditors have grown and so has the risk of a Greek exit from the eurozone. It is only recently that the Greek government seems willing to give in to the tough demands of Europe in return for financial support. Yet it is far from clear when the crisis will be defused and what exactly this will entail.

Economic Quarterly Report

Nederlandse economie groeit harder door binnenlandse dynamiek (Dutch)

De Nederlandse economie zal in 2015 en 2016 met 2% groeien. Dit is iets meer dan eerder werd verwacht, dankzij een sterkere toename van de binnenlandse bestedingen. Zowel de consumptie als de investeringen laten een stijging zien. Dit is voor een belangrijk deel te danken aan het herstel van de woningmarkt.