RaboResearch - Economisch Onderzoek

Special

Looking beyond the COVID-19 crisis (Engelstalig)

While we currently expect a V-shaped recovery for the global economy, there is a clear risk of a more U-shaped or even L-shaped recovery. There could also be effects on global growth beyond the 2021 horizon. We expect annual structural growth (up to 2030) in the US to drop from 1.6% to 1.4%. For the Netherlands, structural growth is set to decline from 1.3% to 1.1%.

Conjunctuurbeeld Engelstalige versie

Nederland: koelere temperaturen op komst

We verwachten dat de Nederlandse economie in 2020 met 1,2 procent zal groeien. Export en investeringen worden geschaad door onder andere een mondiale groeivertraging. Binnenlands speelt de stikstofproblematiek de investeringen parten. Consumenten blijven een belangrijke groeimotor.

Special

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.