Hoe waarschijnlijk is het dat de Amerikaanse president Trump de invoertarieven op Europese auto’s zal verhogen en wat zal daarvan de economische impact zijn? Maartje Wijffelaars en Erik-Jan van Harn daarover in deze video.
Even though PM Johnson’s Brexit deal would only lead to limited checks, we don’t expect the EU to accept his proposal. They are treading carefully to avoid any blame and count on the UK Parliament to prevent a no-deal Brexit on October 31.
China’s lower economic growth together with smaller and more targeted stimulus compared to previous episodes dampen the global outlook. Together with a potential shift in global policy responses, this likely means a new shift lower in bond yields again soon.
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.
De laatste paar weken wordt het financiële nieuws gedomineerd door het zogenaamde fase-1 akkoord. Dit akkoord heeft in de kern als doel om op korte termijn de handelsoorlog niet verder te laten escaleren.
In our Where Will They Go index (including market size), India tops the list of countries that might benefit from the US-China trade war. The current economic slump weighs on India’s attractiveness as investment destination, which required the government to act by launching structural reforms.
Rabobank economists Hugo Erken and Raphie Hayat talk about what the US-China trade war means for Southeast Asia. Will US companies in China leave? And if so, where will they go? Will Southeast Asian countries emerge as winners from the trade war? Find out in this video update.
In this report we assess the potential impact of US tariffs on European Union export goods worth USD 7.5bn. The use of a standard GTAP trade model enables us to analyse the economic impact across sectors and countries.
Economic Comment Dutch version
Most recent monthly figures confirm our view of a continuous slowdown of economic growth. More stimulus is on the cards, but this will be less massive and more targeted than during previous episodes. The trade war developments can be characterized by ‘one step forward, two steps back’.
Rabo-economen Hugo Erken en Björn Giesbergen bespreken de meest recente ontwikkelingen en economische implicaties van de handelsoorlog tussen de Verenigde Staten en China.
Economic Quarterly Report Dutch version
Our growth forecasts for the global economy have been revised downwards. The risk of a global recession has risen. In addition, a continued period of low interest rates harbours risks in the long run.
India’s economic growth slowed to the lowest level in six years. At this point it is uncertain whether the economic slump has bottomed out. We have pencilled in a rebound in growth to 6% for fiscal q2, but there are substantial downward risks to this outlook.
Japan’s economic growth did not disappoint in the first two quarters of 2019. Domestic focus is on the BoJ meeting in September and the VAT hike in October. The external environment remains challenging because of slowing global activity and rising tensions with South Korea.