EU And Whose Army? Europe’s incoherent and slow-moving political apparatus is being exploited by outside powers to its cost Benjamin Picton, senior market strategist at Rabobank Bonds and equities rallied on Friday and Brent crude […]
The Real Deal The Real Deal being played out, contested market by market and geography by geography By Michael Every of Rabobank The Real Deal Right now, the focus shouldn’t be on the little data […]
Fed-dling While “Rome” Churns By Michael Every of Rabobank The Bank of Canada cut its policy rate 25bp to 2.50% as expected, largely attributing its decision to softer CPI data, a loosening labour market, and […]
Trump’s Firing Spree Continues By Philip Marey, senior US strategist at Rabobank The 10 year US treasury yield has fallen back to 4.22%, after peaking at 4.31% on Tuesday, so the impact of President Trump’s […]
It’s Quiet. Too Quiet Bloomberg headlines today that speculators have accumulated the biggest net short positions on the VIX index since 2022, essentially betting that the calm will last. By Bas van Geffen, Senior Market […]
“Patience To See, Not To Guess” If you take a step back from all the tariff uncertainty the Underlying Economy is experiencing Solid Growth, with a Strong Labor Market and Declining Inflation. ~Mary Daly By […]
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 […]
We Have Sharply Binary Geopolitical Outcomes Ahead The only way to make any kind of forecast is to try to project what will happen in the bigger scheme of things. ~Michael Every By Michael Every […]
Art Of The Deal Trump surrogates Scott Bessent and Howard Lutnick are now playing ‘good cop, bad cop’ with world leaders By Benjamin Picton, senior macro strategist at Rabobank Art of the Deal Stocks had […]
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