RaboResearch - Economisch Onderzoek

Themabericht

Is India slipping back into bad habits? (Engelstalig)

The Reserve Bank of India (RBI) has increased its monetary tap to meet government funding needs. Although the magnitude is nowhere near bad practices around the globe, the option of debt monetization remains tempting, whereas the Indian government should implement reforms instead.

Economisch commentaar

Brexit Update: Flextension, the sequel (Engelstalig)

Article 50 was extended for a second time during a special EU summit on 10 April. The new cut-off date is 31 October, the date by which the UK must have approved the Withdrawal Agreement (WA) and have translated it to domestic law. An earlier departure is possible as soon as the UK ratifies a withdrawal deal with the EU.

Conjunctuurbeeld Engelstalige versie

Nederland: staatsschuld hard omlaag

Overheidsbestedingen zijn dit jaar mogelijk een steuntje in de rug voor de economische groei, terwijl de industrie juist een kleinere bijdrage zal leveren. Hoge werkgelegenheid ondersteunt de consumptie, ondanks pessimisme onder consumenten.

Economisch commentaar

Brexit Update: Out of control (Engelstalig)

An extension of article 50 is highly likely now that the British Parliament approved this outcome on 14 March, However, given complications around holding a third meaningful vote on the deal, the final decision on the extension could come as late as 29 March.

Themabericht

Recession United States on the radar (Engelstalig)

Our early warning system based on the yield curve continues to point at a recession in the United States in the second half of 2020. However, our ‘recession radar’ suggests that the US economy is not in recession yet and is not likely to be in the near term.