RaboResearch - Economisch Onderzoek

Themabericht

Coronacrisis raakt flexibele schil

Ondanks de noodmaatregelen van het kabinet gericht op behoud van werkgelegenheid, denken wij dat velen hun werk verliezen, vooral in de flexibele schil. Dat wordt slechts gedeeltelijk zichtbaar in de werkloosheidsstatistieken.

Economisch commentaar

India: COVID-19 impact revisited (Engelstalig)

We expect a sharp decline of the Indian economy in the second quarter of 2020 of -5.7% (y-o-y) due to the three-week lockdown and adverse trade effects. For calendar 2020 as a whole, we now expect growth at around 1.3% and for 2021 we expect a sharp rebound of 7.6%.

Themabericht

US helicopter money (Engelstalig)

The US federal government is considering sending ‘helicopter money’ to Americans as an attractive alternative to outright monetary financing. This can be effective in slowing down a sharp decline in consumer spending, although it will probably not be enough to bring the economy back on an upward growth path.