Update

Monthly Outlook: Grappling with known unknowns

26 February 2026 16:03 RaboResearch

In a volatile year, financial markets are currently dominated by four key themes: uncertainty surrounding the Federal Reserve’s future direction, an intensifying debate over AI, a restructuring of US tariff policy, and rising geopolitical risks in the Middle East

monthly outlook

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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