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Global Daily: AUKUS-ward if you "Don't do geopolitics"

12 June 2025 5:33 RaboResearch
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Yes, US CPI was 0.1%. But that captures that much of the big picture right as markets panic about a potential imminent attack on Iran, and AUKUS is now under review.

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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