RaboResearch - Economisch Onderzoek

Special

United States: President Biden (Engelstalig)

While we expect Biden’s policies to boost economic growth, we do not expect them to end the vicious cycle of polarization and social unrest that is undermining the country. In foreign and trade policy, Biden is likely to return to a multilateral approach.

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.

Special

United States: Billions toward Covid-19 relief (Engelstalig)

Democrats and Republicans have finally passed a bill on a new Covid-19 relief package which was signed into law by President Trump on Sunday. The size of the fiscal package is estimated at almost $900 billion, although about half of that is money recycled from the CARES Act.

Conjunctuurbeeld

China: Dealing with defaults (Engelstalig)

Three Chinese State Owned Entities (SOEs) have defaulted on their bonds, possibly foreshadowing there is more to come. Meanwhile, tensions with the US are still increasing, and China’s economic recovery continues to be lopsided.