Analysis
I’ve Got A Bad Feeling About This
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 […]
Rabobank
Analysis
Biden’s Dire Rating On His Handling Of The Economy Is “Remarkable”
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 […]
Analysis
Central Banks Are Obviously Determined To Cut… Or Make You Think They Are Going To…
Central Banks Are Obviously Determined To Cut… Or Make You Think They Are Going To… By Michael Every of Rabobank The bigger ‘Bigger Picture’ Fed Chair Powell noted the FOMC will wait for a clearer […]
Analysis
The Biden-Xi Meeting Is Over, And Everyone Is Celebrating Peace On Earth…
The Biden-Xi Meeting Is Over, And Everyone Is Celebrating Peace On Earth… Except This Looks Just Like Four Years Ago By Bas van Geffen, Senior Strategist at Rabobank The Panda Express So the Biden-Xi meeting […]
Analysis
“Happy Days Are Here Again… But You Can’t Print Grain, Or Oil, Or Uranium”
“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 […]
Analysis
Forget About Recession, Inflation, Banking Turmoil or Breakdown In Debt Ceiling Talks
Forget About Recession, Inflation, Banking Turmoil or Breakdown In Debt Ceiling Talks Ain’t it all coming along nicely? By Elwin de Groot, Head of Macro Strategy at Rabobank US and European equity markets are playing […]
Analysis
“The Marxist Irony Today Is That The Blacker The Friday, The Happier Markets Will Be”
“The Marxist Irony Today Is That The Blacker The Friday, The Happier Markets Will Be” By Michael Every of Rabobank It’s Black Friday, where the world waits with bated breath for Americans to click the […]
Analysis
UK PM Boris Johnson Is In Intensive Care
Rabobank: “There Is Really Only One Headline Today – That UK PM Boris Johnson Is In Intensive Care” The UK has just admitted that their antibody tests, on which this strategy will rely, does not […]