RaboBank

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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Oil: Conflict risks and Strait disruption – Rabobank

Rabobank strategist Molly Schwartz highlights that European Union (EU) and Gulf Cooperation Council (GCC) officials see a potential US–Iran deal…

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Oil: War risks and pricing disconnect – Rabobank

Rabobank’s Global Strategist Michael Every argues that markets are treating the Iran conflict and Hormuz disruption as largely resolved, with…

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USD: Inflation data and energy pressures – Rabobank

Rabobank strategists note that US stocks have risen even as the Hormuz crisis threatens higher energy costs. They point to…

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EUR: Hormuz inflation shock and EU politics – Rabobank

Rabobank analysts flag that final March CPI across the Eurozone will refine how the Hormuz-driven energy shock feeds into Euro-area inflation. Politically,…

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NOK: Energy support and hawkish shift – Rabobank

Rabobank’s Senior FX Strategist Jane Foley argues that higher energy prices and a more hawkish Norges Bank stance are supportive…

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AUD: RBA flags oil-driven inflation risks – Rabobank

Rabobank’s Global Strategist Michael Every notes the Reserve Bank of Australia (RBA) minutes stress that it is not possible to…

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