RaboResearch - Economisch Onderzoek

Special

Emerging Market Vulnerability Heatmap (Engelstalig)

Strong economic recovery by advanced economies is leading to increasing inflation expectations. Tighter monetary policy in advanced economies potentially threatens emerging market economic recovery. Our vulnerability Heatmap provides a comprehensive overview of important economic indicators to signal potential vulnerabilities in 18 economies.

Special

Germany: better times ahead? (Engelstalig)

The German economy will recover quickly, driven by foreign- and pent-up demand. Its traditional unease with soaring prices will be tested. The September election is going to be crucial: Germany faces some tough decisions.

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.

Special

China’s economic recovery: A tale of two speeds (Engelstalig)

China’s economy is recovering. However, the recovery is unequal. In addition, Covid-19 has increased income inequalities and regional differences. China’s situation might give a glimpse into imbalances in the recovery of other countries as well.

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.

Economisch commentaar

China: Increasing self-reliance (Engelstalig)

China’s new Five Year Plan signals the country’s increased focus on self-reliance. Meanwhile, the economic recovery is continuing. Tensions between the US and China are here to stay, irrespective of who the new US president will be.