Special
The economic bill of Brexit pre-Brexit
At first glance, the economy of the United Kingdom hasn’t suffered much from Brexit. However, appearances are deceiving and the steady growth of the past two years masks underlying Brexit damage.
RaboResearch - Economic Research
19 Publications
Special
Directe en indirecte handelsstromen tussen Nederland en het Verenigd Koninkrijk (Dutch)
Een Brexit zonder deal, ofwel een harde Brexit, heeft grote gevolgen voor de Nederlandse economie. Met nog minder dan dertig dagen te gaan geven we een uitgebreide analyse van de kwetsbaarheden voor de verschillende bedrijven en sectoren.
Special
Brexit update: "There is no free lunch", but we all want it
Prime Minister (PM) May’s long-awaited key speech on the future relationship with the EU provided a bit more clarity on the government’s preferred Brexit end-state, but brought few new insights.
Special
The future of carbon investment after the Paris Agreement
The future of green investments is inextricably linked to the outlook for the cost of carbon. In this article, we look at the current path of carbon reduction and its outlook. We also look at regulatory and private sector trends in Europe.
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.
Special Dutch version
The GCC: going cold turkey on oil?
The oil-rich Gulf Cooperation Council (GCC) countries suffer from the oil price slump while diversification will prove difficult. In the short-run, the necessary budgetary consolidation Oman, Bahrain and Saudi Arabia will weigh on political risk.
Special Dutch version
Sub-Saharan Africa: the Long Road up Mount Progress
Sub-Saharan Africa is facing headwinds from lower commodity prices, China’s slower growth, and normalization of monetary policy in the US. This has made the region’s economic outlook challenging, though not imminently gloomy.
Special Dutch version
Sub-Saharan Africa: politically more stable, but still fragile
Sub-Saharan Africa has made significant progress on political stability in the past two decades. Nevertheless stability remains fragile and there are regional differences. Besides, institutional quality in Sub-Saharan Africa remains weak.