RaboResearch - Economisch Onderzoek

Economisch commentaar

China: Rising tensions (Engelstalig)

The rising tensions between China, the EU, US, UK and Canada could have wide implications, from hurting the chances of ratifying the recent EU China investment deal to effects on the global supply of cotton.

Column

Wat Europa kan leren van Japan

Japan stimuleert er al decennia op los, maar de inflatie blijft laag. Waarom zou Europa een andere uitkomst verwachten? De les van Japan is dat structurele hervormingen en hogere lonen nodig zijn voor hogere inflatie.

Conjunctuurbeeld

Japan: Worse before better (Engelstalig)

A new strain of coronavirus has been found in Japan while a third wave of cases sweeps over the country. That will cause the economy to contract in the first quarter of this year. In that sense, the situation will get worse before it gets better.

Economisch commentaar

Japan: Crawling out of a recession (Engelstalig)

The first signs of Japan’s economic recovery are here, albeit tentative. More fiscal stimulus is on the way. More monetary stimulus might be on the way as well, since core inflation has been negative for three months in a row.

Economisch commentaar

Japan: The reign of Suga (Engelstalig)

Yoshihide Suga has been elected as Japan’s new prime minister. His newly appointed cabinet signals policy continuity and conformity. Meanwhile, the economy is showing signs of recovery, although it remains quite weak.

Economisch commentaar

Japan: Wave of concern (Engelstalig)

As we expected, the Bank of Japan did not move during its last meeting and will likely remain in wait and see mode for a while. In the meantime, a second wave of coronavirus infections is hurting Japan’s economic recovery.