RaboResearch - Economic Research

Economic Report

Brexit Update - Extension rebellion

Whilst ‘Super Saturday’ turned into a Brexit anti-climax, it also became clear that Prime Minister Johnson actually might have the numbers to get his deal through. This may change when the deal will be scrutinized.

Economic Report

Brexit Update: Going nowhere fast

The UK held local elections in England and Northern Ireland on May, 2nd. The Conservatives and Labour took a drubbing in the polls. Meanwhile, Tory- Labour talks on the desired Brexit outcome are going nowhere fast.

Economic Report

Is India slipping back into bad habits?

The Reserve Bank of India (RBI) has increased its monetary tap to meet government funding needs. Although the magnitude is nowhere near bad practices around the globe, the option of debt monetization remains tempting, whereas the Indian government should implement reforms instead.

Economic Report

Very dangerous cars

Trump received the report on the investigation into whether automotive imports are a threat to the US national security. The conclusions have not been made public. Trump now has 90 days to decide – depending on the conclusion of the report – whether or not to impose tariff.

Economic Report

Spain: Strong recovery does not justify complacency

To preserve healthy economic growth rates in the medium term, the Spanish government should speed up the labour market recovery and deal with remaining challenges. Elections in 2019 could break the reform deadlock, but not necessarily in a positive way.

Economic Report

Brexit Update: Deal done?

The EU council approved the EU-UK Brexit deal on 25 November. The document sets out the divorce conditions. It also includes an outline of the envisaged future economic partnership in the appendix. The approval of the UK parliament is still pending.