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.

Economic Report Dutch version

Spain is not Italy!

Unlike in Italy, Spain’s new government is very much pro-EU and has indicated to comply with the European budget rules. The economic impact of the government shuffle will expectedly be very limited in the short term. Early elections are likely.

Economic Comment

Italy’s political crisis continues

The short-term economic impact of the current political turmoil is limited. Italy will likely keep the Euro, but a government with Five Star and the League could severely damage debt sustainability and longer term growth prospects.