Infographic
Economisch Kwartaalbericht in beeld (Dutch)
Infographic bij het Economisch Kwartaalbericht van september 2019.
Infographic
Infographic bij het Economisch Kwartaalbericht van september 2019.
Special Dutch version
This report shows that the US is more exposed to disruptions to bilateral intermediate trade flows than China. In addition, also exporters and consumers in third countries such as the Netherlands feel the pinch from a disruption in supply chains between China and the US.
Special
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.
Economic Quarterly Report Dutch version
Our outlook for the global economy has become less rosy and the downside risks have increased. Global trade, for example, is clearly slowing down and we expect a recession in the US by the end of 2020. We also expect the trade war between the US and China to linger on for a sustained period of time.
Infographic
Infographic bij het Economisch Kwartaalbericht van juni 2019.
Special
The slowdown of US productivity growth can be turned around if policymakers would launch an alternative policy agenda, focusing on stimulating investment in science, innovation and education.
Economic Quarterly Report Dutch version
We expect global economic growth to weaken further in the coming years. Based on indications on financial markets and weakness in the American housing market, we have penciled in a recession in the US in the course of 2020.
Infographic
Infographic bij het Economisch Kwartaalbericht van maart 2019.
Special
In this Special we present our new nowcasting methodology for the Indian economy. Our combined model predicts an economic growth for calendar 2018Q4 of 6.3%, which would imply a significant slowdown of economic activity after the already disappointing GDP print of 7.1% in Q3.
Infographic
Infographic on Rabobank’s integral model-based forecasting approach accompanying the publication 'Nowcasting the Indian economy'.
Economic Report
In 2019, we expect the Indian economy to continue to be the global outperformer in terms of economic growth. There are however substantial downside risks, such as a defeat of Modi’s BJP in the general election and an escalation of the US-China trade war.
Special
This Special re-assesses the economic impact of the US-China trade war, using more advanced methodologies. Our analysis shows that China disproportionately bears the brunt of a US-China trade war, especially in case of a further escalation.