Special
The economic bill of Brexit pre-Brexit
At first glance, the economy of the United Kingdom hasn’t suffered much from Brexit. However, appearances are deceiving and the steady growth of the past two years masks underlying Brexit damage.
RaboResearch - Economic Research
67 Publications
Special
Directe en indirecte handelsstromen tussen Nederland en het Verenigd Koninkrijk (Dutch)
Een Brexit zonder deal, ofwel een harde Brexit, heeft grote gevolgen voor de Nederlandse economie. Met nog minder dan dertig dagen te gaan geven we een uitgebreide analyse van de kwetsbaarheden voor de verschillende bedrijven en sectoren.
Special
Brexit update: "There is no free lunch", but we all want it
Prime Minister (PM) May’s long-awaited key speech on the future relationship with the EU provided a bit more clarity on the government’s preferred Brexit end-state, but brought few new insights.
Special
The future of carbon investment after the Paris Agreement
The future of green investments is inextricably linked to the outlook for the cost of carbon. In this article, we look at the current path of carbon reduction and its outlook. We also look at regulatory and private sector trends in Europe.
Special
Argentina: open for business
A new government has embarked on a major and much-needed shift in economic policies. The economic recovery is in sight and business opportunities arise in sectors with high catch up potential.
Special Dutch version
Trump’s impact on the economy
As of January 20, Donald J. Trump is President of the United States. In this Special we sketch the changes in economic policy that we should expect in the coming years, in particular in the areas of fiscal stimulus, trade policy, and energy policy. We also look at effects on US public debt sustainability, and market implications.
Country Report
Brazil: rays of light at the end of the tunnel
Political risks have decreased and the economic downturn seems to be bottoming out, but the out-look of the currently dire fiscal position is still uncertain.
Country Report
Argentina: normalizing the economy, a tough balancing act
The Argentinian government is sustaining efforts to open up and normalize the economy, but it is shifting to a more gradual approach given social and political constraints. Important successes have already been booked on the external front.
Special Dutch version
The GCC: going cold turkey on oil?
The oil-rich Gulf Cooperation Council (GCC) countries suffer from the oil price slump while diversification will prove difficult. In the short-run, the necessary budgetary consolidation Oman, Bahrain and Saudi Arabia will weigh on political risk.
Country Report
South Korea: still going strong
Government stimulus helps South Korea’s economy hold ground against domestic and external headwinds. Tensions with North Korea picked up, but are unlikely to have severe consequences.
Country Report
Argentina: economic transition full speed ahead
Following opposition victory in the November 2015 Argentinian elections, Argentina changes course on economic policy. The shift is good for the business environment, but not without implementation risks.
Country Report
Brazil: caught up in a political storm
Brazil is struggling with policy paralysis and a deep recession as a colossal corruption case has brought politics to a gridlock. Little improvement is expected in 2016.