RaboResearch - Economic Research

Special

Emerging Markets Vulnerability Heatmap

We present a ‘new and improved’ version of Rabo’s Emerging Market Vulnerability Heatmap which is constructed from a more comprehensive list of inputs. The heatmap highlights ARS, TRY and ZAR as the most vulnerable emerging market currencies.

Special

US-China Trade War: Back to the Future

The US had announced USD 50bn of tariffs on Chinese exports and China has responded with a matching USD 50bn of tariffs on US exports. But the US has now raised the ante with a further unspecified USD 200bn of tariffs on Chinese goods - and the threat of a further USD 200bn if China responds again in kind. What is the possible impact and what might happen next?