RaboResearch - Economic Research

Economic Comment

China: weak start of the Year of the Pig

The first months of 2019 show a mixed, but weak picture as far as economic activity is concerned. The National People’s Congress of 2019 focused on emphasizing stability, but this was combined with contradictory goals.

Special

Re-assessing the US-China trade war

This Special re-assesses the economic impact of the US-China trade war, using more advanced methodologies. Our analysis shows that China disproportionately bears the brunt of a US-China trade war, especially in case of a further escalation.

Special

Emerging Markets Vulnerability Heatmap

We present a ‘new and improved’ version of Rabo’s Emerging Market Vulnerability Heatmap which is constructed from a more comprehensive list of inputs. The heatmap highlights ARS, TRY and ZAR as the most vulnerable emerging market currencies.