RaboResearch - Economic Research

Economic Comment

Japan: A farewell to Abe

Japan’s prime minister Shinzo Abe has unexpectedly announced his resignation. This means Japan faces a period of increased uncertainty.

Economic Comment

Germany: Economic recovery?

The German economy shrank by a record breaking 10.1% in the second quarter, but still fared much better than European peers. We expect a technical recovery in the third quarter.

Economic Comment

Japan: Wave of concern

As we expected, the Bank of Japan did not move during its last meeting and will likely remain in wait and see mode for a while. In the meantime, a second wave of coronavirus infections is hurting Japan’s economic recovery.

Economic Comment

Eurozone growth accelerates in the first quarter of 2019

Eurozone economy grew by 0.4% quarter-on-quarter in the first quarter of 2019. Domestic demand in the Eurozone is expected to be the main driver as external demand was weak. Italy climbed out of recession in the first quarter of 2019, while Spain remains the Eurozone’s bright star.

Economic Comment

Japan: Economic recovery on the cards?

We expect the Japanese economy to recover moderately in the fourth quarter of 2018, and this will continue in the first quarter of 2019, but we do not foresee any surprises from the central bank in terms of policy changes. Inflation has not picked up yet, and risks remain tilted to the downside.

Economic Comment

De Duitse diesel slaat niet zo snel af (Dutch)

De Duitse economie is in het vierde kwartaal weer duidelijk aangetrokken, hoewel het onderliggende groeitempo is vertraagd. De komende jaren zal zij naar verwachting groeien met jaarlijks 1,5-2,0 procent.

Economic Comment

Japan: Abe’s election ‘gamble’ turned into victory

Abe and his LDP-Komeito coalition were victorious at yesterday’s lower house elections. The disappointing election result for the opposition side is not surprising when one takes into account the short amount of time for a structured election campaign.

Economic Comment

Breaking up is hard to do… (Dutch)

Bij de invoering van de euro zijn sommige landen toegetreden zonder al teveel na te denken over de economische consequenties van een gezamenlijke munt. Nu er landen zijn die overwegen om uit de eurozone te stappen, is het raadzaam om ditmaal wel vooraf een goede kosten/batenanalyse te verrichten.