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Global Daily: It's best to get high on your own supply

14 August 2025 7:25 RaboResearch

Stocks are at record highs again. Yet there are good and bad reasons for them, and other assets, to be getting high: and counter to the common adage, it’s arguably better if they are doing so on their own supply rather than anybody else’s. Allow me to explain.

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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