RaboResearch - Economisch Onderzoek

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Inflatiemonitor Nederland - april 2022

Inflatie is terug van weg geweest en domineert momenteel het economische nieuws. Een sterke stijging van het algemene prijspeil kan de koopkracht van huishoudens uithollen en de winsten van bedrijven aantasten. In deze maandelijkse inflatiemonitor voor de Nederlandse economie geven we duiding aan de inflatiecijfers en presenteren we onze inflatieverwachtingen. Voor meer technische informatie verwijzen we naar de laatste paragraaf van deze publicatie.

Themabericht

Delta variant forces Australia into new lockdowns (Engelstalig)

Australia is facing new lockdowns due to the spread of the Delta variant. Nonetheless, we expect the economic impact to be less severe than last year. Inflation reached a high point of 3.8%. However, the central sees this as temporary and the RBA doesn’t expect to hike rates before 2024.

Themabericht

Economy of India recovers from second wave of Covid-19 (Engelstalig)

India’s economy rebounds quickly and economic pain of the second wave will be concentrated in the second quarter. Inflation number were above inflation target of the RBI in May and June but seem to have peaked. We expect the RBI to remain its accommodative stance for some time to come.

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EU Taxonomy Update - First words in a new green language (Engelstalig)

The EU Commission published the next step in the E.U. Taxonomy in June 2020. It includes a proposal to make all large companies and listed SMEs disclose their alignment with the Taxonomy. This report provides an update on the latest developments.

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Australia: Policymakers shifting gears (Engelstalig)

The recent Australian federal budget represents a shift in budget strategy away from budget prudence towards higher spending. The combination of loose fiscal and monetary stimulus increases inflation expectations. However, the RBA doesn’t expect a rate hike before 2024 due to spare capacity in the economy.

Themabericht

Travel bubble brings Australia out of isolation (Engelstalig)

The establishment of a travel bubble between New Zealand and Australia has more symbolic than economic value. Even though the Australian labour market has shown a strong performance over the last months, the end of the JobKeeper program is hanging above the labour market like the sword of Damocles.