RaboResearch - Economic Research

Economic Comment

Latin America: F&A sector dynamics in Brazil

Economic activity in Latin America has been slowing down, but there still are pockets of opportunity. One example is the F&A sector in Brazil, which has performed much better than the overall economy.

Economic Comment

Brazil is back to junk

Brazil lost its investment grade with S&P on 9 September. The downgrade underlines Brazil’s enormous fiscal challenges. Political headwinds could further darken the fiscal and economic outlook.

Economic Comment

Wereldeconomisch commentaar: een betere tweede helft? (Dutch)

Nadat het eerste kwartaal van dit jaar in economisch opzicht voor veel landen tegenviel, wordt de hoop gevestigd op een betere tweede helft. Per saldo verwachten we dat de hoop werkelijkheid wordt. Echter niet alle landen laten hetzelfde beeld zien.

Economic Comment Dutch version

2014, the year of Brazil?

This year, Brazil will host the World Cup. The host country is widely seen as one of the favourites to win the World Cup. For us this is an occasion to publish a series of studies on the economic strengths of Brazil.

Economic Update

Impact of tapering on emerging markets

In this Economic Update we take a closer look at the impact of the gradual slowing down of the rate of asset purchases by the US Federal Reserve (Fed) on the emerging markets.

Economic Update

Brazil: Economy contracts in third quarter 2013

The third quarter was disappointing for Brazil, as GDP contracted for the first time since 2009 on a quarterly basis. Growth in the coming quarters is likely to be somewhat stronger, but leading indicators suggest that momentum remains rather weak.

Economic Update

Conjunctuurbeelden eurozone (Dutch)

De groeicijfers van het tweede kwartaal van 2013 laten een gemengd beeld zien. Zo presteerde de Duitse economie goed, maar bleven Spanje en Italië in recessie. Onze Conjunctuurbeelden in één overzicht.

Economic Update

Brazil: Growth accelerates, but new slowdown likely

Brazil’s economy grew surprisingly fast in 13Q2. In particular, the strong investment growth realised is highly welcome. However, we expect growth to slow down in the second part of 2013.