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Institutional, Rabobank
Iran conflict: US strategy split and blockade risks – Rabobank
Rabobank’s Global Daily outlines diverging US positions on Iran, with Vice-President Vance exploring direct talks while President Donald Trump criticises the existing MoU and demands “total victory.” Blockade dilemmas and security threats “US Vice-President Vance is reportedly considering direct talks with Iran’s key hard-liner Mohsen Rezai in another push to end the war.” “In the […]
by Currency Hedger
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- 3 days ago
Institutional, Rabobank
Euro: Knot signals ECB readiness for new tools – Rabobank
Rabobank’s Global Daily flags comments from Dutch European Central Bank (ECB) presidential candidate Klaas Knot, who told the Financial Times that the ECB would not hesitate to act if circumstances require. He suggested that in a future crisis of a different nature, the ECB might develop another, more tailored instrument, raising questions about how far […]
by Currency Hedger
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- 4 days ago
Institutional, Rabobank
US Dollar: Hot CPI lifts yields and Fed bets – Rabobank
Rabobank’s RaboResearch Global Economics & Markets team highlights that hotter-than-expected US CPI has pushed US 2-year and 10-year yields sharply higher, reviving talk of a possible 50 bps Federal Reserve hike. The report links the move to renewed inflation pressures in groceries, housing and services, and notes that this comes just after investors had rushed […]
by Currency Hedger
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- 4 days ago
Institutional, Rabobank
US Dollar: Fed rhetoric and CPI expectations guide yields – Rabobank
Rabobank’s RaboResearch team notes recent comments from Federal Reserve (Fed) officials Barkin and Goolsbee align with a more hawkish FOMC tone, emphasizing persistent core CPI, especially in services, and justifying further rate hikes. The September dot plot signals one more hike and then a prolonged hold through 2027, as markets await October US CPI data […]
by Currency Hedger
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- 5 days ago
Institutional, Rabobank
Oil: War risks keep prices elevated – Rabobank
Rabobank’s Senior Macro Strategist Bas van Geffen highlights that Oil prices have reached their highest level since April as markets focus on potential renewed escalation in the US-Iran conflict after US midterm elections. Rabobank strategists expect possible US, Israeli and coalition strikes on Iran and the Houthis, with associated attacks on Gulf countries, supporting higher […]
by Currency Hedger
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- 2 weeks ago
Institutional, Rabobank
Euro: Political risks cap recovery against US Dollar – Rabobank
Rabobank’s Senior FX StrategistJane Foley discusses EUR/USD, noting that the European Central Bank (ECB) is expected to keep rates unchanged, with another hike likely in December. Foley highlights widening French OAT–Bund spreads, easing ECB hike expectations, and rising far-right political risks in France and Germany as key factors keeping the Euro and EUR/USD under pressure, […]
by Currency Hedger
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- 2 weeks ago
Institutional, Rabobank
Oil: Hormuz risks and freight costs drive prices higher – Rabobank
Rabobank strategist Molly Schwartz discusses conflicting narratives around Iran-related tanker damage in the Strait of Hormuz and rising Oil flows from the Persian Gulf. Despite higher volumes, Schwartz stresses that insurance, freight and inefficiencies keep markets far from normal, with Brent futures at their highest since April and physical benchmarks trading at steep premiums to […]
by Currency Hedger
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- 3 weeks ago
Institutional, Rabobank
Bank of Japan cautious on further hikes – Rabobank
Rabobank Research Global Economics & Markets reports that the Bank of Japan (BOJ) is reluctant to continue rapid rate hikes, with September meeting notes revealing internal divisions and concerns over weak private consumption. BOJ balances growth and tightening risks “The BOJ doesn’t want to keep raising rates rapidly, the September meeting notes showing some hawks […]
by Currency Hedger
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- 1 month ago
Institutional, Rabobank
US Treasuries: Cold War yield parallels – Rabobank
Rabobank’s RaboResearch Global Economics & Markets notes that US Treasury yields ended Q3 sharply higher, with 10-year and 30-year yields reaching levels last seen in 2002. The report highlights concerns from major market commentators about bonds and equities, and warns that another phase shift higher in long-dated US yields could take them into ranges seen […]
by Currency Hedger
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- 1 month ago
Institutional, Rabobank
Brazilian Real: Exchange rate seen weaker into year-end – Rabobank
Rabobank’s Mauricio Une and Renan Alves note that the Federal Reserve (Fed) raised rates by 25 bps and signaled a more restrictive stance, while Copom cut the Selic rate to 13.75%. The Brazilian Real (BRL) weakened slightly to BRL 5.1462 per USD but still outperformed most emerging peers. Rabobank expects a narrower rate differential and […]
by Currency Hedger
- 0 Comments
- 2 months ago