Research

Monthly Outlook: War and P.E.A.C.E

1 October 2026 16:29 RaboResearch

Excepting hopes for a global geopolitical and geoeconomic reset, of unclear and implicitly radical new design, we expect a world at P.E.A.C.E.: that is, Protectionism; Energy & commodities; Arms & AI; Central banks; and Economic statecraft.

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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