RaboResearch - Economic Research

Special Dutch version

Sub-Saharan Africa: the Long Road up Mount Progress

Sub-Saharan Africa is facing headwinds from lower commodity prices, China’s slower growth, and normalization of monetary policy in the US. This has made the region’s economic outlook challenging, though not imminently gloomy.

Country Report

Argentina: winds of change

Argentina is heading for change as the October 2015 elections are approaching. However, the economic tide will take longer to change as macroeconomic imbalances are large and increasing.

Country Report

Peru: losing steam

Falling commodity prices take their toll on the Peruvian economy and currency. Political vacuum leaves room for more radical outsiders in the 2016 elections.

Country Report

Country Report Brazil

Brazil’s economy is in the doldrums and the recent return to sounder macroeconomic policies, though positive in the long term, will weigh heavily on economic activity in 2015.

Country Report

Country Report Uruguay

The ruling Frente Amplio won a third term in office and will now have to strike a balance between high spending needs and sound macroeconomic policies while the economy is slowing down.