Analysis

What’s Wrong With Slow Agony

09/10/2024 0

What’s Wrong With Slow Agony In a very large room with a very small audience unbefitting the topic at hand By Michael Every of Rabobank Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking […]

Analysis

Worst Kept Secrets

08/26/2024 0

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 […]

Analysis

How Will You Sit For This Friday’s Market Close?

08/01/2024 0

How Will You Sit For This Friday’s Market Close? Israel has reportedly used diplomatic backchannels to inform Iran that any major damage or casualties on its end means full-scale war. By Michael Every of Rabobank […]

Analysis

“Make Europe Great Again”

06/27/2024 0

“Make Europe Great Again” By Elwin de Groot | Macro Strategy at Rabobank Watch the flanks! Last week, one day before the European Commission published its “Spring Package” in which it reprimanded seven Member States […]

Analysis

Macron Has Gambled… And Lost

06/14/2024 0

Macron Has Gambled… And Lost Macron’s European peers seemed bewildered at the G7 meeting in Italy By Elwin de Groot, Head of Macro Strategy at Rabobank We still have one more day to go in […]

Analysis

I’ve Got A Bad Feeling About This

05/14/2024 0

I’ve Got A Bad Feeling About This By Michael Every of Rabobank Ideally, I would have written this on May 4th not 14th, but I am going to talk Star Wars. I was a fan […]

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