Economic Report
Waar in de wereld moet je zijn als ondernemer? (Dutch)
Investeren in het buitenland is een complexe aangelegenheid. Met behulp van deze keuzegids kunnen ondernemers beter beslissen in welke landen ze investeren.
RaboResearch - Economic Research
11 Publications
Economic Comment
Argentinians vote: Macri, carry on!
On 22 October, Argentina held legislative mid-term elections and the ruling coalition Cambiemos claimed the victory - an important vote of confidence regarding its reform path.
Economic Report
Latin America: FX outlook - Carry on, and on
Latin American currencies have outperformed USD this year with carry providing a notable boost. MXN was a notable outperformer. Performance will be good if volatility remains low. A surge in risk aversion could lead to rapid carry trade unwinds.
Economic Report
Latin America: the times, they are changing
Anti-establishment sentiment is growing in Latin America, just like elsewhere on the back of a growing and increasingly vocal middle class. Latin America continues to shift away from populism and policy is becoming more constructive.
Economic Report
Latin America: F&A Brazil - Growing Chinese demand good for Brazilian exports
The short term outlook for F&A commodities is defined by volatility. In the long term, growing Chinese demand bodes well for F&A exports. Brazil seems well placed to benefit from this.
Economic Report
Latin America: Trump-eting throughout the region
A large-scale protectionist package by the US could hurt Latin American economies via lower exports, foreign direct investment and remittances. Our base case is that such a package will not come given the short term adverse impact on the US economy.
Economic Report
Latin America: The only way is up
Having reached rock bottom in 2016, Latin American economies are performing better in 2017. Most countries have fared well the adverse period, though fiscal positions have weakened across the board.
Economic Comment
Wel zon, maar geen komkommertijd voor de wereldeconomie (Dutch)
Het gaat niet slecht met de wereldeconomie, maar er is geen reden tot juichen. Politieke risico’s binnen en buiten Europa zijn nog steeds substantieel en er hangt onzekerheid boven financiële markten over de normalisatie van het monetaire beleid.
Special
US global value chain integration: a major impediment for Trump’s protectionist trade agenda
The US value chain is sliced up globally, which limits possibilities for protectionist policies without hurting domestic US firms. US firms are especially involved in three Mexican industries, with the motor vehicle industry being the most prominent one.
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.
Economic Report
Trumponomics: Trans-Pacific Partnership is the first trade victim
In this piece, we analyze which region loses most because of the TPP withdrawal by Trump. The US withdrawal has given China, which was excluded from TPP, opportunities to fill a void and to further expand its influence in Asia.