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: Economic and external woes continue (Engelstalig)

Coronavirus cases are still increasing in Japan, which is holding back its economic recovery. Relations with China are still tense. If the economy weakens further, the Bank of Japan might start another round of stimulus.

Special

COVID-19 policy response: Spend or lend? (Engelstalig)

The unequal balance between developed and emerging economies becomes painfully clear in the different government response packages to COVID-19. Emerging markets are constrained in their ability to finance appropriate fiscal packages.

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 Kwartaalbericht Engelstalige versie

Blik op de wereld: op de golven van onzekerheid

De wereldeconomie lijkt haar dieptepunt te hebben bereikt en veel landen beginnen weer te herstellen. Dit herstel wordt echter verstoord door onzekerheden die samenhangen met (i) de tweede en derde coronagolf, (ii) op de loer liggende negatieve effecten op arbeidsmarkt en productiviteit en (iii) oplopende geopolitieke spanningen.

Economisch commentaar

Japan: A farewell to Abe (Engelstalig)

Japan’s prime minister Shinzo Abe has unexpectedly announced his resignation. This means Japan faces a period of increased uncertainty.