RaboResearch - Economic Research

Special

Ukraine War/Sanctions: How We Would Pay for the War?

Fears of a Russian invasion of Ukraine linger despite recent possible de-escalation. RaboResearch has modelled the macroeconomic impact of three war scenarios. Worryingly, we see a high risk/reward scenario for Russia rather than just downside or for a more violent world order.

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.

Economic Comment

Phase One Monitor – December update

Despite reversing the downward trend in September and October, China is still miles behind the target. There is a clear divergence on the progress towards targets for agricultural and energy imports, and manufacturing and services imports.