RaboResearch - Economisch Onderzoek

Michael Every

Hoofd Financial Markets Research, Asia-Pacific

Michael Every is hoofd Financial Markets Research Asia-Pacific. Vanuit zijn vestigingsplaats Hongkong analyseert hij de belangrijkste ontwikkelingen in Azië/Pacific en levert hij een bijdrage aan de verschillende economische publicaties van de bank, bestemd voor zowel interne en externe klanten als voor de media.

Michael heeft bijna twee decennia werkervaring als econoom en strateeg. Voordat hij bij de Rabobank kwam, was hij directeur bij Silk Road Associates, een in Bangkok gevestigd strategisch adviesbureau. Daarvoor was hij bij de Royal Bank of Canada werkzaam als senior-econoom en strateeg op het gebied van vastrentende waarden, zowel in Londen als in Sydney. Ook werkte hij bij Dun & Bradstreet in Londen als econoom, waar hij zich bezig hield met de Asean-markten.

Michael studeerde Economie (cum laude) aan het University College London en spreekt Thai.

Publicaties Michael Every


Hong Kong’s airport’s closure and its meaning (Engelstalig)

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.


US-China trade war: no turning back (Engelstalig)

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.


The US-China trade war in the rerun (Engelstalig)

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.

Economisch commentaar

The G20 High Stakes Dinner between the US and China (Engelstalig)

At their G20 dinner date, the United States and China have agreed to stop imposing new tariffs for a period of 90 days. We regard this as can-kicking at best, and it arguably puts the US in an even stronger position going forward.


US-China Trade War: Back to the Future (Engelstalig)

The US had announced USD 50bn of tariffs on Chinese exports and China has responded with a matching USD 50bn of tariffs on US exports. But the US has now raised the ante with a further unspecified USD 200bn of tariffs on Chinese goods - and the threat of a further USD 200bn if China responds again in kind. What is the possible impact and what might happen next?


Is a US trade war imminent? (Engelstalig)

Trump’s protectionist steel decision increases the risk of a trade war. But a full scale trade war would hurt the US economy even more than China and the EU.


How serious is China’s housing market bubble? (Engelstalig)

Housing prices in China have been rising rapidly since the beginning of 2015 and it is the question whether or not this is supported by economic fundamentals. Possible negative economic consequences might be severe, since 12% of Chinese urban inhabitants live in ‘bubble-cities’.