RaboResearch - Economic Research

Special

The Third Round of French Elections

On June 12 and 19, the French will go to the ballot boxes for the legislative elections. Polls indicate that Macron’s center coalition is set to win a majority, but this is far from certain. If he isn’t able to secure a majority, his hands will be tied to a significant extent.

Economic Comment

France: A Second Term for Macron

Macron has won a second term as president of France. His first term was quite successful from an economic point of view and he is likely to push on with his reform agenda. The degree to which he is able to do so, is dependent on the outcome of the legislative elections in June.

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 Report

EU Taxonomy Update - First words in a new green language

The EU Commission published the next step in the E.U. Taxonomy in June 2020. It includes a proposal to make all large companies and listed SMEs disclose their alignment with the Taxonomy. This report provides an update on the latest developments.

Economic Report

EU Recovery fund officially ready for take-off

The European Commission has received an official go to start borrowing money to finance the EU recovery fund. Funds can start to flow to Member States this Summer. We estimate that these funds will lift Eurozone GDP by 0.5% over this and next year.

Special

Can voluntary carbon markets change the game for climate change?

Offsetting CO2-emissions through voluntary carbon credits plays a role in the transition to a zero-carbon economy. Although the market is small and oversupplied, things are changing. Demand from non-regulated sectors like aviation is driving market growth.