RaboResearch - Economic Research

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 Report

Japanese snap elections: logic or gamble?

Japanese Premier Abe called for snap lower house elections to be held on October 22. We expect Abe’s coalition to win the election by majority, but major changes on the opposition side can turn the snap election from initial logic to a gamble.

Special Dutch version

Outlook 2016: Financial Markets

While there will be a devaluation of the Chinese renminbi, the dollar will also become stronger more generally in 2016, due in part to the Fed’s interest rate increases. The ECB is more likely to do the opposite, which will weaken the euro/dollar currency pair further still. Slightly higher capital market rates can be expected though.

Special Dutch version

Outlook 2016: Global Economy

Global growth holds up in 2016, but does not accelerate. With the US poised to hike interest rates, the rest of the world waits anxiously. Normalization of monetary policy poses economic risks, but so does keeping it too loose for too long.