RaboResearch - Economisch Onderzoek

Special

Trade deal China-US: Phase One, Phase None (Engelstalig)

The Phase 1 trade deal signed by the US and China in January 2020 has created a temporary but unstable equilibrium. The deal could still collapse and a re-acceleration of trade tensions in 2020 remains our base scenario.

Video

Handelsoorlog tussen de VS en China laait opnieuw op - video

Het handelsconflict tussen de VS en China is recent weer opgelaaid. RaboResearch-economen Hugo Erken en Björn Giesbergen bespreken de meest recente ontwikkelingen en economische implicaties. Ook komen de twee meest waarschijnlijke scenario's aan bod.

Special

The US-China trade war in the rerun (Engelstalig)

The US has raised import tariffs from 10% to 25% on 200bn worth of Chinese goods shipped to US shores and China has vowed to retaliate. In this report, we assess the economic impact of these measures, as well as a scenario where the US-China trade war fully escalates.

Special

Re-assessing the US-China trade war (Engelstalig)

This Special re-assesses the economic impact of the US-China trade war, using more advanced methodologies. Our analysis shows that China disproportionately bears the brunt of a US-China trade war, especially in case of a further escalation.