RaboBank
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Brent: Hormuz disruption sustains price pressure – Rabobank
Rabobank’s Senior Macro Strategist Bas van Geffen highlights that Brent futures near the mid-$90s per barrel, down from a recent…
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US Dollar: Consumer clouds over hike pricing – Rabobank
Rabobank’s Molly Schwartz notes that United States (US) Treasury yields were mostly flat with a slight bull-steepening bias, while the…
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Swiss Franc: Intervention stance offsets safe-haven appeal – Rabobank
Rabobank’s Senior FX Strategist Jane Foley highlights that despite resilient Swiss growth and firm PMI readings, very low inflation leaves…
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US Dollar: Positioning turns negative as Fed debate builds – Rabobank
Rabobank strategists Jane Foley and Molly Schwartz note that speculative US Dollar (USD) positioning has slipped into net short territory…
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Euro: Growth worries cap upside against US Dollar – Rabobank
Rabobank’s Senior FX Strategist Jane Foley highlights that weak French and German PMI data have undermined Eurozone growth expectations and led markets…
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China: War risks reshape growth outlook – Rabobank
Rabobank strategists assess how the US and Israel’s war against Iran could affect China. They note higher Oil and gas…
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Bank of England: Active hold with June risks – Rabobank
Rabobank’s RaboResearch notes the Bank of England kept rates unchanged while striking an “alert but careful” tone, with Governor Bailey describing an…
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BoE: MPC holds vigilant stance – Rabobank
Rabobank’s Senior Macro Strategist Stefan Koopman expects the Bank of England’s (BoE) Monetary Policy Committee (MPC) to leave Bank Rate…
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USD: Statecraft focus reshapes FX benchmarks – Rabobank
Rabobank’s Global Strategist Michael Every highlights how United States (US) economic statecraft is reinforcing the global role of the US…
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Oil: Geopolitical choke points reshape risk – Rabobank
Rabobank’s Global Strategist Michael Every shifts its Iran conflict base case to a longer closure of Hormuz, warning of sustained…
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