RaboResearch - Economisch Onderzoek

Special

United States: American Rescue Plan (Engelstalig)

President Biden has delivered a large covid relief package within the first 100 days of his administration that will support Americans at least through early September. By not fully exploring the bipartisan route, Biden has limited the type of policies that he can get through Congress going forward.

Special

Inflation: Ambient or transient? (Engelstalig)

Markets have been in the grips of ‘reflation’. Unless wage inflation picks up or governments stimulate beyond covid-19, the current upward forces on inflation will prove transient. Therefore, the ECB is expected to look through this rise in inflation.

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.

Special

United States: Billions toward Covid-19 relief (Engelstalig)

Democrats and Republicans have finally passed a bill on a new Covid-19 relief package which was signed into law by President Trump on Sunday. The size of the fiscal package is estimated at almost $900 billion, although about half of that is money recycled from the CARES Act.