RaboResearch - Economisch Onderzoek

Special

The Third Round of French Elections (Engelstalig)

On June 12 and 19, the French will go to the ballot boxes for the legislative elections. Polls indicate that Macron’s center coalition is set to win a majority, but this is far from certain. If he isn’t able to secure a majority, his hands will be tied to a significant extent.

Special

Re-appraising Eurozone inflation (Engelstalig)

Another revision to our Eurozone forecast brings into question the timing of peak inflation and how fast it will decline afterwards. Commodities and supply chains cannot fully explain recent inflation surprises, suggesting that some of this may be structural.

Special

Sterkere verbindingen in regio Haaglanden

Om de economie aan te jagen en de brede welvaart te verhogen in Haaglanden zijn sterkere verbindingen nodig. De regio zal scherper moeten kiezen voor een profiel dat aansluit bij de sterke clusters in het gebied: de economie rondom gezondheid en veiligheid.

Special

New Zealand: Two sides of the same coin (Engelstalig)

The economic effect of Omicron will be contained in Q1 before growth accelerates from Q2 onwards. However, higher prices and lower global growth, fuelled by the war in Ukraine, drag on economic growth in the second half of 2022. As such, the recovery is likely to be not as strong as it looks at face value.