RaboResearch - Economic Research

Special

United States: American Rescue Plan

President Biden has delivered a large covid relief package within the first 100 days of his administration that will support Americans at least through early September. By not fully exploring the bipartisan route, Biden has limited the type of policies that he can get through Congress going forward.

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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.

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Inflation: Ambient or transient?

Markets have been in the grips of ‘reflation’. Unless wage inflation picks up or governments stimulate beyond covid-19, the current upward forces on inflation will prove transient. Therefore, the ECB is expected to look through this rise in inflation.

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ASEAN update: Recovering from Covid-19

We expect all ASEAN economies to grow this year, although at different speeds. The current high number of new Covid-19 cases underlines that the virus will continue to challenge economic recovery throughout 2021.