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Global Daily: "For peace and security, buy bonds"

19 August 2026 7:17 RaboResearch

The rout in global bonds is the big headline at the moment, joined today by a sell-off in global chipmakers. On the latter, it’s not just whether the market has gotten ahead of itself and Chinese competition, or even of society; it’s also whether rising global bond yields sink most boats.

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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