We expect to see MXN weakness drive USD/MXN up to the 21-handle on a one-month view, and see USD/MXN trading sideways throughout 2025.

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Two days into his second term, there have been a slew of executive orders from Trump. Notably, however, no trade tariffs have actually been announced.

For now, President Trump has not materially changed the outlook for the Eurozone economy. So, there is no reason to expect the ECB to change course at this juncture. The Governing Council increasingly ...

After Monday’s swings in financial markets driven by all the tariff talk, yesterday saw subdued moves across global markets.

The re-election of President Trump has accelerated Europe’s impulse to rearm. In this article we assess the part of that spending that could generate long-term positive spillovers to the civilian ...

Against the backdrop of economic malaise in Germany and France, questions are being asked about how Europe can compete with the US ...

We present a taste of the challenges and changes that await the consumer in the new year. At Rabobank’s recent Leadership Summit in New York, my colleagues Tom Bailey, Xinnan Li, Steve Rannekleiv, and ...

Trump’s first day and for financial markets there was initially some relief on the news that he won’t be imposing new tariffs on key trading partners right away.

The energy transition is set to revolutionize our energy landscape and is likely to influence inflation.