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As has been the norm in 2026 to date, there are lots of distressing and borderline disturbing reports this morning and very little sign of progress where it’s needed. For once these surprises don’t all cluster in the messy world of geopolitics – and one is right in the middle of inflation and monetary policy.
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
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