Research

Welcome to Phase Two(s)

14 November 2025 14:42 RaboResearch

As markets slump again on AI overvaluation fears, gilts and GBP swung on news about expected UK tax hikes being reversed (due to how-long-is-a-piece-of-string projections of low British productivity).

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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