RaboResearch - Economic Research

Special

US-China trade war: no turning back

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.

Special

Modern Monetary Theory (Dutch)

Modern Monetary Theory stelt dat overheden hun uitgaven onbeperkt monetair kunnen financieren. Dit klopt niet. Hoewel het goed is dat MMT meer aandacht besteedt aan begrotingsbeleid en de financiering ervan, schiet MMT als theorie tekort.

Special

The US-China trade war in the rerun

The US has raised import tariffs from 10% to 25% on 200bn worth of Chinese goods shipped to US shores and China has vowed to retaliate. In this report, we assess the economic impact of these measures, as well as a scenario where the US-China trade war fully escalates.