RaboResearch - Economic Research


Very dangerous European cars part II

Soon, President Trump will announce what to do with tariffs on EU cars. We think he will not hike tariffs just yet, but will keep the tariff threat alive. Within the EU, the German and Hungarian economy are most vulnerable to higher car tariffs in the US.


Nieuwe fase handelsoorlog? (Dutch)

De laatste paar weken wordt het financiële nieuws gedomineerd door het zogenaamde fase-1 akkoord. Dit akkoord heeft in de kern als doel om op korte termijn de handelsoorlog niet verder te laten escaleren.

Economic Comment

Spanish elections: Día de la Marmota

Spain’s elections failed to solve the deadlock in parliament. Scraping a majority will be extremely difficult. The stalemate will not sent the economy into crisis, but it prevents that the economy and public finances from being prepared for one.

Economic Report

Spanish elections: take four!

Sunday’s elections in Spain are unlikely to break the deadlock in parliament. The economy will continue to grow relatively fast in the short term, but growth is slowing while unemployment is still high and public finances weak.