The re-election of President Trump has accelerated Europe’s impulse to rearm. In this article we assess the part of that spending that could generate long-term positive spillovers to the civilian ...

We present a taste of the challenges and changes that await the consumer in the new year. At Rabobank’s recent Leadership Summit in New York, my colleagues Tom Bailey, Xinnan Li, Steve Rannekleiv, and ...

At long last. Investors in German CRE lender Aareal Bank’s sole €300mn AT1 transaction will finally see their notes redeemed, at least if all goes to plan.

After US PPI yesterday surprised weaker and the US NFIB small business survey hit a six-year high, partly on hopes for lower inflation ahead, today is all about US CPI. The hope is the data are soft ...

While AUD investors will continue to keep one eye on the Aussie/China trade flows this year, domestic political factors could be a source of increased uncertainty ...

US non-farm payrolls shocked the market on Friday with new hiring in the month printing at +256,000 versus a median estimate of +165,000 on the Bloomberg survey. The unemployment rate fell 1-tick to 4 ...

The positive sentiment with which the FIG primary market ended last year remains alive and well in the new year.

Head of RaboResearch Food & Agribusiness - South America; Global Strategist - Sugar What prospects does 2025 hold for Brazilian agribusiness? This report outlines the macroeconomic backdrop for 2025 ...

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The Norges bank is one of the most hawkish central banks in the G10, having yet to commence its interest rate cutting cycle.

Happy New Year to all of our readers, and welcome to the first Global Daily of 2025! The S&P500 closed 1.26% higher on Friday (it’s second trading day of the year) after a 0.2% fall the prior day. US ...