RaboResearch - Economisch Onderzoek

Economisch commentaar Engelstalige versie

COVID-19 Economisch Dashboard - internationaal

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.

Economisch commentaar

Japan: The reign of Suga (Engelstalig)

Yoshihide Suga has been elected as Japan’s new prime minister. His newly appointed cabinet signals policy continuity and conformity. Meanwhile, the economy is showing signs of recovery, although it remains quite weak.

Themabericht

India’s worrying inflation dynamics (Engelstalig)

Inflation in India has been stubbornly high. Although we expect inflation to come down, we believe the downward trajectory will be short-lived. Against this backdrop, the Reserve Bank of India is probably reluctant to cut its policy rates.

Economisch commentaar

Japan: Wave of concern (Engelstalig)

As we expected, the Bank of Japan did not move during its last meeting and will likely remain in wait and see mode for a while. In the meantime, a second wave of coronavirus infections is hurting Japan’s economic recovery.

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.