Analysis
Art Of The Deal
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 […]
Rabobank
Analysis
April Fools
April Fools Spot the April Fools’ Day headlines By Michael Every of Rabobank April Fools Spot the April Fools’ Day jokes among the following recent headlines: The Daily Mail says Trump could technically be President […]
Analysis
“Are We There Yet?” No: And What Is “There”?
“Are We There Yet?” No: And What Is “There”? By Michael Every of Rabobank Presidents Putin and Trump achieved only the barest minimum ceasefire in their bilateral call: a 30-day pause on attacks on energy […]
Analysis
Europe’s ‘ReArm’ Plan “Is Going To Come At A Vast Cost”
Europe’s ‘ReArm’ Plan “Is Going To Come At A Vast Cost” Europe is outraged by US actions vs Ukraine and what some call the White House’s “reverse Nixon” strategy (so, ‘Noxin’?) of trying to split Russia from China… […]
GOVERNMENT
On War’s 3rd Anniversary, US Votes Against UN Resolution Blaming Russia
On War’s 3rd Anniversary, US Votes Against UN Resolution Blaming Russia By Michael Every of Rabobank as posted at ZH We need a geopolitical AND data calendar A kind request to Bloomberg and other global […]
Analysis
The Penny/Treasury/Asteroid Drops
The Penny/Treasury/Asteroid Drops By Michael Every of Rabobank We all see what we want to see. Last Friday’s Michigan consumer survey was bipolar: 5-year ahead inflation expectations for Democrats leaped to 4.2% from 2.6% under […]
Analysis
“We Are Watching A Rapid Re-Ordering Of How The World Works”
“We Are Watching A Rapid Re-Ordering Of How The World Works” Welcome to the era of conspicuous volatility and conspicuous statecraft By Benjamin Picton and Michael Every of Rabobank The USA’s 10% additional tariffs on […]
Analysis
The Big Picture Behind The “Great Game Of Global Trade” Played By Trump
The Big Picture Behind The “Great Game Of Global Trade” Played By Trump President Trump unleashed a tirade against the Fed on social media By Michael Every of Rabobank as Posted on ZH Again, economic […]
COMMENTARY
David Beckham Vs Goliath
David Beckham Vs Goliath A long (sling) shot in 2025, requiring the deep, blind faith that only neoclassical economists retain… By Michael Every of Rabobank as posted at ZH The world’s eyes remain fixed on […]
FINANCIAL
Europe’s Defense Dilemma
Europe’s Defense Dilemma European nations pushed to increase defense budgets after decades of underinvestment By Stefan Koopman, senior macro strategist at Rabobank as posted at ZH First 100 Days Franklin Roosevelt was the first to […]