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Global Daily: "Are we there yet?" No: and what is "there"?

19 March 2025 5:36 RaboResearch
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It’s the Fed today – and so much else it’s hard to keep up. The flow from geopolitics to geoeconomics is still driving things; yet most in markets are in the back seat looking at their phones repeatedly asking, “Are we there yet?” Sorry, but we have miles to go. And what "there" looks like when we arrive depends on the driver.

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Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more