RaboResearch - Economic Research
Emerging Market Vulnerability Heatmap
Dossier - Economic impact of the coronavirus
The Carbon Border Adjustment Mechanism explained
COVID-19 Economic Dashboard
How to Unlock the Green Potential of the Agricultural Sector
Dossier - Geopolitical risks
Dossier - The impact of Trump
Dossier - Brexit updates and economic impact
Most recent
Special
Three scenarios for EU-China Relations: But one direction of travel?
Tensions between the EU and China have increased considerably and some decoupling is likely. With a vulnerability heat map, we show that a sharp deterioration of EU-China relations would have negative implications for the entire EU, but mostly for Germany.
Economic Report
Delta variant forces Australia into new lockdowns
Australia is facing new lockdowns due to the spread of the Delta variant. Nonetheless, we expect the economic impact to be less severe than last year. Inflation reached a high point of 3.8%. However, the central sees this as temporary and the RBA doesn’t expect to hike rates before 2024.
Economic Report
Economy of India recovers from second wave of Covid-19
India’s economy rebounds quickly and economic pain of the second wave will be concentrated in the second quarter. Inflation number were above inflation target of the RBI in May and June but seem to have peaked. We expect the RBI to remain its accommodative stance for some time to come.
Economic Report
Eurozone economy resumes recovery in second quarter of 2021
The reopening of euro area economies has spurred economic activity. Eurozone GDP grew with 2% q/q in 2021Q2. The recovery should be sustained in the coming quarters. The Delta variant is mainly a risk for the outlook of tourism dependent economies.
Special
How to Unlock the Green Potential of the Agricultural Sector
Agriculture is a major emitter of greenhouse gases. The sector can also play a key role in fighting climate change due to the potential of carbon sequestration in soils. Verified carbon credits can be an effective mechanism in this regard. Banks can provide supply-side and demand-side solutions.
Special
Emerging Market Vulnerability Heatmap
Strong economic recovery by advanced economies is leading to increasing inflation expectations. Tighter monetary policy in advanced economies potentially threatens emerging market economic recovery. Our vulnerability Heatmap provides a comprehensive overview of important economic indicators to signal potential vulnerabilities in 18 economies.
Special
The Carbon Border Adjustment Mechanism explained
The Carbon Border Adjustment Mechanism introduces a carbon levy on some EU imports. It should help create a carbon level playing field for EU producers. The EU seems to prefer international cooperation on climate, but will move forward if partners move too slow.
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.