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RaboResearch

@raboresearch

Follow us for economic analysis of the Netherlands and other economies, energy transition, sustainability and Food & Agri topics.

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linkhttps://www.rabobank.com/knowledge calendar_today28-08-2015 07:55:59

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The Dutch economy is larger than previously thought but has been stagnating for longer. This results from new figures from Statistics Netherlands. Growth for recent quarters has been revised downward, resulting in lower 2024 GDP growth. #RaboResearch rabobank.smh.re/tPs

The Dutch economy is larger than previously thought but has been stagnating for longer. This results from new figures from Statistics Netherlands. Growth for recent quarters has been revised downward, resulting in lower 2024 GDP growth. #RaboResearch rabobank.smh.re/tPs
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The UK’s post-Brexit trade has been a mixed bag: weak on goods, strong on services. However, in an era of geoeconomic fragmentation, maintaining a robust manufacturing base is essential. The UK’s trade strategy should be in line with this. #RaboResearch rabobank.smh.re/tSP

The UK’s post-Brexit trade has been a mixed bag: weak on goods, strong on services. However, in an era of geoeconomic fragmentation, maintaining a robust manufacturing base is essential. The UK’s trade strategy should be in line with this. #RaboResearch rabobank.smh.re/tSP
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The revision of Dutch GDP growth in the first quarter to -0.5% has resulted in an updated forecast for 2024: from +0.4% to -0,1%. We have also increased our inflation expectation to 2.9% in 2024 en 2.7% in 2025. #RaboResearch rabobank.smh.re/tYP

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With 1.3MT per year, the Netherlands is the second-largest user of gray hydrogen in the EU. Gray hydrogen production is very emission-intensive. What does it take to fully decarbonize it? #RaboResearch rabobank.smh.re/tYQ

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Carbon dioxide pipeline development is essential for expanding the range of carbon capture projects in the US. We outline the challenges facing both greenfield projects and pipeline conversions – from permits to competition. #RaboResearch rabobank.smh.re/th5

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Italian growth will stabilize at around 1%, in line with the eurozone average. Economic growth will be supported by increased household purchasing power and EU funds, yet constrained by fiscal tightening and an aging and shrinking population. #RaboResearch rabobank.smh.re/tl7

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Have you always wanted to know what #hydrogen is all about and why it’s relevant for Europe? From gray to green, learn about hydrogen’s pivotal role in reducing #CO2 emissions. #RaboResearch rabobank.smh.re/tsW

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In the Dutch economic update of August, we highlight some of the legal changes that came into effect as of July 1, 2024 - specifically those impacting the housing market, the labor market, and businesses. #RaboResearch rabobank.smh.re/u0n

In the Dutch economic update of August, we highlight some of the legal changes that came into effect as of July 1, 2024 - specifically those impacting the housing market, the labor market, and businesses. #RaboResearch
rabobank.smh.re/u0n
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The eurozone economy grew by 0.3% in 24Q2. We project this growth rate to be sustained in the coming quarters, driven by consumption. Employment growth will be very weak, but hourly wage growth will remain strong and higher than #inflation. #RaboResearch rabobank.smh.re/u1k

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Aligning carbon pricing policies between the EU and the UK would be beneficial for carbon competition because carbon price differences can equalize carbon costs for producers with different carbon intensities. #RaboResearch rabobank.smh.re/u2H

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The deterioration in the trade relationship between China and the US continues. The EU has been reluctant to take a hawkish stance on trade with China, but the trade relationship between China and the West is expected to deteriorate further. #RaboResearch rabobank.smh.re/u8y

The deterioration in the trade relationship between China and the US continues. The EU has been reluctant to take a hawkish stance on trade with China, but the trade relationship between China and the West is expected to deteriorate further. #RaboResearch rabobank.smh.re/u8y
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Millions of new EV charging ports are planned in the US by 2030, driven by investments from federal funds, private firms, and utilities. Challenges include grid upgrades and standardization. #EV #RaboResearch #Rabobank #EnergyTransition #CleanEnergy rabobank.smh.re/uCm

Millions of new EV charging ports are planned in the US by 2030, driven by investments from federal funds, private firms, and utilities. Challenges include grid upgrades and standardization. #EV #RaboResearch #Rabobank #EnergyTransition #CleanEnergy
rabobank.smh.re/uCm
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The recent unwinding of USD/JPY carry trades also led to sharp downward movements of USD/CNH. We expect to see a gradual weakening from current levels. #RaboResearch rabobank.smh.re/uDC

The recent unwinding of USD/JPY carry trades also led to sharp downward movements of USD/CNH. We expect to see a gradual weakening from current levels. #RaboResearch
rabobank.smh.re/uDC
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What are renewable fuels of non-biological origin and why is their production in Europe so delayed? #RaboResearch Read more 👉rabobank.smh.re/uFn

What are renewable fuels of non-biological origin and why is their production in Europe so delayed? #RaboResearch Read more 👉rabobank.smh.re/uFn
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Estimating #financed supply chain emissions with environmentally extended input-output tables can lead to double counting. We describe how to quantify double counting and reveal factors that impact its magnitude. #RaboResearch Read more 👉rabobank.smh.re/uTO

Estimating #financed supply chain emissions with environmentally extended input-output tables can lead to double counting. We describe how to quantify double counting and reveal factors that impact its magnitude. #RaboResearch Read more 👉rabobank.smh.re/uTO
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Despite recent positive figures, the growth prospects for the Dutch economy remain moderate due to a tight labor market and low productivity growth. In the short term, household and government consumption are driving growth. #RaboResearch rabobank.smh.re/ueM

Despite recent positive figures, the growth prospects for the Dutch economy remain moderate due to a tight labor market and low productivity growth. In the short term, household and government consumption are driving growth. #RaboResearch rabobank.smh.re/ueM
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With Kamala #Harris on top of their ticket, the odds for the #Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic National Convention, her popularity is riding high on the “Harris bounce.” #RaboResearch rabobank.smh.re/uhZ

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The Spanish economy is booming due to #tourism. With tourism growth projected to lose some steam, economic growth is expected to soften. But it will still remain strong, supported by the labor market, lower interest rates, and EU funds. #RaboResearch 👉rabobank.smh.re/ujc

The Spanish economy is booming due to #tourism. With tourism growth projected to lose some steam, economic growth is expected to soften. But it will still remain strong, supported by the labor market, lower interest rates, and EU funds. #RaboResearch 
👉rabobank.smh.re/ujc
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The EU updated emissions standards for heavy-duty vehicles, targeting city buses and coaches. From 2030, original equipment manufacturers failing to meet targets face fines. Repeated non-compliance could lead to EUR 1bn in penalties over 10 years. rabobank.smh.re/ull

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Due to rising incomes and housing shortages, Dutch homes for sale are rapidly becoming more expensive. This year house prices are expected to rise by 9.1%, with another 10.7% next year. #RaboResearch rabobank.smh.re/unK

Due to rising incomes and housing shortages, Dutch homes for sale are rapidly becoming more expensive. This year house prices are expected to rise by 9.1%, with another 10.7% next year. #RaboResearch rabobank.smh.re/unK