RaboResearch - Economic Research

Special

The voice of Italy

Sunday 4 December, Italians will vote on a constitutional reform that should support policymaking in Italy. Yet the reform is not without downsides. The suggestion that a 'No'-vote would put Italy on a path towards leaving the Eurozone is wrong.

Special

EU exit contagion risk

In this Special we focus on political exit contagion risk of ‘Brexit’ to other EU countries. We look at the current political landscape in the EU and the rising trend of Euroscepticism. Although we still consider a repeat of ‘Brexit’ more unlikely than likely in all member states, some countries are certainly worth watching in the year ahead.

Special

Latin America: FX, risk, carry and central banks

Latin American currencies remain at the mercy of external factors and in particular global liquidity and central bank policy. And that is unlikely to change in the coming year.

Country Report

Peru: positive economic outlook

Peru is witnessing a recovery of economic growth, largely driven by increased mining production. Despite a widened twin deficit, prospects are positive.