RaboResearch - Economisch Onderzoek

Special

US-China Trade War: Back to the Future (Engelstalig)

The US had announced USD 50bn of tariffs on Chinese exports and China has responded with a matching USD 50bn of tariffs on US exports. But the US has now raised the ante with a further unspecified USD 200bn of tariffs on Chinese goods - and the threat of a further USD 200bn if China responds again in kind. What is the possible impact and what might happen next?

Special

The oil market in turmoil: a case of losers and winners (Engelstalig)

Scenario analyses shows that a surge in oil prices results in a global economic loss of 0.4ppts-0.9ppts between 2018 and 2022. The economic impact, however, is very unevenly distributed among countries. We distinguish three groups: the vulnerable ones, the lucky ones, and the uncomfortable ones.