RaboResearch - Economisch Onderzoek

Special

United States: President Biden (Engelstalig)

While we expect Biden’s policies to boost economic growth, we do not expect them to end the vicious cycle of polarization and social unrest that is undermining the country. In foreign and trade policy, Biden is likely to return to a multilateral approach.

Themabericht

United States: The Georgia Bifurcation (Engelstalig)

If the Democrats win both run-off elections in Georgia this would open the door to a large fiscal stimulus package and more expansive fiscal policy in the coming years. This would reduce the pressure on the Fed to provide more monetary stimulus through asset purchases.

Themabericht

United States: Biden's challenges (Engelstalig)

Under a Biden administration foreign and trade policy will remain focused on meeting the challenge of China as the main rival of the US. However, the fiscal policy plans of the Democrats are likely to be stopped by the Republicans in the Senate.