Animal Spirits Animal spirits may be back as markets rejoice at trade détente… By Benjamin Picton, Senior Market Strategist At Rabobank Animal Spirits The NASDAQ and S&P500 pumped higher yesterday as trade war détente and […]
Still Living In Interesting Times Its fair to say that the current climate meets the standard for “interesting” By Benjamin Picton, Senior Macro Strategist at Rabobank “May you live in interesting times” is a phrase sometimes […]
Worst Kept Secrets By Benjamin Picton, Senior Macro Strategist at Rabobank Speaking at the Jackson Hole Symposium on Friday evening, Jerome Powell confirmed the worst kept secret that the Fed is poised to deliver an interest […]
Biden’s Dire Rating On His Handling Of The Economy Is “Remarkable” Lower growth and higher inflation has sparked conjecture that the United States is headed for… the S word: Stagflation By Benjamin Picton, senior strategist […]
“Happy Days Are Here Again… But You Can’t Print Grain, Or Oil, Or Uranium” By Benjamin Picton, senior strategist at Rabobank US non-farm payrolls underwhelmed on Friday, and it is clear that inflation is now […]
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