RaboBank
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United States: Yields risk renewed surge – Rabobank
Rabobank’s Senior US Strategist Philip Marey discusses United States (US) Treasuries, noting that the Treasury Department’s surprise move to boost…
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Japanese Yen: BoJ tightening debate supports JPY – Rabobank
Rabobank strategist Elwin de Groot highlights that Japanese policymakers are increasingly focused on achieving the inflation target sustainably and supporting…
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British Pound: Budget uncertainty leaves Sterling vulnerable against Euro – Rabobank
Rabobank’s Senior FX Strategist Jane Foley outlines a cautious stance on UK fiscal prospects and their impact on EUR/GBP. The…
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Euro: Modest upside bias against US Dollar as Fed repricing – Rabobank
Rabobank’s Senior FX Strategist Jane Foley discusses recent EUR/USD strength, noting it was mainly driven by a softer Dollar after…
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Oil: Volatile range trading outlook – Rabobank
Rabobank’s Joe DeLaura details how renewed United States (US)–Iran tensions and disruptions at the Strait of Hormuz have driven a…
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United Kingdom: Confidence may unlock household spending – Rabobank
Rabobank’s Stefan Koopman analyses United Kingdom demand prospects under Prime Minister Burnham’s shift from “securonomics” to “vibonomics”. The report argues…
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US Dollar Index: Rally questioned as safe-haven role tested – Rabobank
Rabobank’s Senior FX Strategist Jane Foley notes the US Dollar (USD) has been the weakest G10 currency over the past…
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British Pound: Political risks and BoE stance shape outlook – Rabobank
Rabobank’s Senior FX Strategist Jane Foley discusses British Pound (GBP) prospects around UK welfare reform, shifting voter polls and the upcoming Bank…
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Oil: Hormuz risk repricing lifts prices – Rabobank
Rabobank’s Michael Every highlights a sharp Oil rally ahead of United States (US) Consumer Price Index (CPI) and Fed Chair Warsh’s testimony,…
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Oil: Brent retraces gains on fragile ceasefire – Rabobank
Rabobank strategist Molly Schwartz notes that Brent Oil traffic through the Strait of Hormuz remains constrained despite a nominal ceasefire…
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