RaboResearch - Economisch Onderzoek

Economisch commentaar

COVID-19 Economisch Dashboard

Er zit vertraging tussen de gevolgen van de coronacrisis voor de economie en de publicatie van economische data. Daarom werpen we een blik op economische indicatoren die eerder beschikbaar komen. Data over files, internationale vluchten, en restaurantboekingen zijn tijdiger beschikbaar en kunnen ons eerder inzicht geven over de economische effecten van de coronacrisis.

Themabericht

India: Twin crises bode ill for the economic outlook (Engelstalig)

Besides the border dispute with China, India continues to struggle to keep a lid on COVID-19. The twin crises has an adverse impact on India’s attractiveness as an investment destination, which might explain why the Indian rupee (INR) has barely been able to benefit from the global financial markets rally.

Economisch commentaar

COVID-19 Economic Dashboard (Engelstalig)

Hard economic data usually comes available at quite some lag. To gauge the economic impact of COVID-19 we look at more timely economic indicators that are readily available. Data on traffic jams, international flights, and restaurant bookings are released sooner and more frequently. This helps us to better monitor the economic situation during the COVID-19 crisis.

Economisch commentaar

Japan: Even more stimulus, yet not enough (Engelstalig)

Japan’s government has increased its stimulus package to a whopping 43% of GDP. This, together with increased central bank stimulus, will prevent bankruptcies and unemployment from rising sharply. However, Japan’s economy is already suffering and we still think it will shrink by 4.8% this year.

Economisch Kwartaalbericht

Rente en valuta: is er inflatie aan de horizon?

Na een uitermate turbulente periode zijn de markten door de centrale banken en overheden tot rust gemaand. Maar de zorgen over monetaire financiering nemen wel toe. Is er inflatie aan de horizon en krijgen we te maken met hogere rentes?