Video
Handelsoorlog VS-China: één stap vooruit, twee stappen terug (Dutch)
Rabo-economen Hugo Erken en Björn Giesbergen bespreken de meest recente ontwikkelingen en economische implicaties van de handelsoorlog tussen de Verenigde Staten en China.
RaboResearch - Economic Research
39 Publications
Economic Quarterly Report Dutch version
Global economic outlook: Risk of a global recession has risen
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.
Economic Report
Hoe gevoelig is de Nederlandse economie voor ontwikkelingen in Hongkong? (Dutch)
De directe handels- en investeringsrelatie van Nederland met Hongkong lijkt op het eerste gezicht beperkt. Maar er zijn ook diverse indirecte effecten die we in ogenschouw moeten nemen, zoals de rol die verdere escalatie kan spelen bij het brede conflict tussen de Verenigde Staten en China.
Special Dutch version
US-China trade war: which sectors are most vulnerable in the global value chain?
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.
Economic Report
Hong Kong’s airport’s closure and its meaning
The recent HKIA occupation has already hit Hong Kong’s economy and its global reputation; any repeat would be exponentially more damaging. Yet if such action were to trigger a crackdown from China the potential risks would be far larger than just to Hong Kong’s GDP or its reputation.
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.
Economic Quarterly Report Dutch version
Global economic outlook: Trade war not the only fly in the ointment
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.
Video
Handelsoorlog tussen de VS en China laait opnieuw op - video (Dutch)
Het handelsconflict tussen de VS en China is recent weer opgelaaid. RaboResearch-economen Hugo Erken en Björn Giesbergen bespreken de meest recente ontwikkelingen en economische implicaties. Ook komen de twee meest waarschijnlijke scenario's aan bod.
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.
Economic Quarterly Report Dutch version
Global economic outlook: Is the glass half full or half empty?
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.
Economic Quarterly Report Dutch version
Global economic outlook: The economy has peaked
Global growth will decline moderately in the coming years, both in advanced and emerging market economies. Persistent risks such as escalation of the trade war or a disorderly Brexit are a permanent concern in this slowdown.
