RaboResearch - Economisch Onderzoek


Brexit Outlook: Take control! (Engelstalig)

Prime Minister Johnson has asked the Queen to suspend Parliament. While it was an explosive move, confrontation between Johnson and Parliament has always been inevitable. The EU has been betting on the UK parliament to intervene, but the window has narrowed. The risk of a no-deal Brexit is obviously rising, but secondary to the risk of a general election.


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.

Column Engelstalige versie

Structurele verwarring

Om de belastingverlagingen van Trump, de Italiaanse overheidsuitgaven en Fed- of ECB-beleid te beoordelen, moet je het onderscheid weten tussen 'cyclisch' en 'structureel'. Maar zelfs als je het verschil tussen beide kent, ligt een beleidsfout zomaar op de loer.