RaboResearch - Economic Research

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Special

Asia: Emerging Market Vulnerability Heatmap

Developing economies are more vulnerable to new virus strains due to lower vaccination coverage, slower pace of vaccination and the nature of their vaccines. Global economic recovery and rising interest rates by major central banks increase pressure on domestic policymakers and country balance sheets.

Economic Comment Dutch version

COVID-19 Economic Dashboard

Hard economic data usually comes available at quite some lag. To gauge the economic impact of COVID-19 we look at more timely economic indicators that are readily available. Data on traffic jams, international flights, and restaurant bookings are released sooner and more frequently. This helps us to better monitor the economic situation during the COVID-19 crisis.

Special

Australia: Weighing the Work

On the one hand, we expect high labour demand and labour market scarcity to increase the likelihood of wage growth. On the other hand, this upside potential is being eroded by an increased supply of labour from overseas, international competition, and structural shifts. As such, we believe it will take some time before “significant” wage growth will occur.