RaboResearch - Economic Research

Special

New Zealand: Two sides of the same coin

The economic effect of Omicron will be contained in Q1 before growth accelerates from Q2 onwards. However, higher prices and lower global growth, fuelled by the war in Ukraine, drag on economic growth in the second half of 2022. As such, the recovery is likely to be not as strong as it looks at face value.

Economic Comment

Carbon farming: Four actions the EU can take to make it happen

The EU wants to incentivize farmers to adopt carbon farming practices. Recently, the EU Commission summarized the challenges and actions needed to increase carbon removal. We outline four important ways the EU can enable carbon farming.

Economic Comment

An Introduction to the Sustainability Reporting Landscape

Sustainability reporting is becoming more important, but the different goals, frameworks and regulations create confusion. This introduction to sustainability reporting outlines the important points that companies should pay attention to.

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.

Special

Economic impacts of a carbon tax

The economic impacts of a CO2 tax on combustion vary strongly across sectors, countries and scenarios. Yet, for overall Dutch GDP, it may not matter much whether the tax is introduced only in the Netherlands or also in the EU, EFTA and UK.

Economic Report

Flexibility – The Key to Energy Transition

Flexibility is a key element in electricity markets dominated by wind and solar PV energy. Besides investing in renewables, we must also invest in assets offering sustainable flexibility such as demand response applications and storage.

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.

Special

Asia: Emerging Market Vulnerability Heatmap

Developing economies are more vulnerable to new virus strains due to lower vaccination coverage, slower pace of vaccination and the nature of their vaccines. Global economic recovery and rising interest rates by major central banks increase pressure on domestic policymakers and country balance sheets.