RaboResearch - Economic Research

Economic Report

The perils of diverging monetary policy

Monetary policies in the eurozone and US are on the verge of parting ways. For the world economy as a whole, there is a risk that this monetary divergence will fuel external imbalances among the largest economies.

Economic Comment

In oil, rebalancing is the key word

According to the World Energy Outlook of the International Energy Agency the oil sector is adjusting to the new reality after the sharp oil price shock of 2014. And that translates to low though increasing oil prices.

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.