RaboResearch - Economic Research

Alexandra Dumitru

Economist

Alexandra Dumitru works as macro-economist for RaboResearch Global Economics & Markets.

Her main responsibility are economic and political developments in the UK and Ireland, including Brexit. Alexandra is also involved in research and projects regarding climate change and energy, such as the UNEP FI TCFD workgroup.

Alexandra has been working as an economist for Rabobank since February 2013. In the first five years she focused on country risk research and policy in various regions, including four years of bearing responsibility for Latin America. In the past, Alexandra held various positions at UTZ Certified, a certification programme for sustainable agriculture, and at the Private Sector Investment Programme (PSI), a development cooperation subsidy programme of the Dutch government aimed at alleviating poverty through economic development. Alexandra holds a degree in Economics from VU University Amsterdam.

Publications Alexandra Dumitru

Economic Report

Latin America: the times, they are changing

Anti-establishment sentiment is growing in Latin America, just like elsewhere on the back of a growing and increasingly vocal middle class. Latin America continues to shift away from populism and policy is becoming more constructive.

Economic Report

Latin America: Trump-eting throughout the region

A large-scale protectionist package by the US could hurt Latin American economies via lower exports, foreign direct investment and remittances. Our base case is that such a package will not come given the short term adverse impact on the US economy.

Economic Report

Latin America: The only way is up

Having reached rock bottom in 2016, Latin American economies are performing better in 2017. Most countries have fared well the adverse period, though fiscal positions have weakened across the board.

Special

Argentina: open for business

A new government has embarked on a major and much-needed shift in economic policies. The economic recovery is in sight and business opportunities arise in sectors with high catch up potential.

Special Dutch version

Trump’s impact on the economy

As of January 20, Donald J. Trump is President of the United States. In this Special we sketch the changes in economic policy that we should expect in the coming years, in particular in the areas of fiscal stimulus, trade policy, and energy policy. We also look at effects on US public debt sustainability, and market implications.

Economic Report

“As good as it gets” (Dutch)

De kans dat de wereldeconomie harder gaat groeien dan nu het geval is lijkt gering, aangezien vele grote economieën op hun economisch potentieel zitten. Deze is aangetast door jaren van bovenmatige liquiditeit.

Economic Report

Latin America: turning the populist page

The past year has been tumultuous for Latin American politics, characterised by a shift to the right in election results and away from populism in policy, and numerous corruption scandals. Current risk levels are likely to linger in the coming year.

Economic Report

Latin America: cycling on or muddling through?

Economic activity in Latin America is expected to pick up in 2017, though the improvement is modest. Few countries enjoy the room to use monetary or fiscal stimulus to give their economies a hand.