Donald Trump & Rabobank

Donald Trump: Donald Trump, as President of the United States, initiated the strikes against Iran, is involved in ongoing peace negotiations, and has made statements regarding the conflict's economic impact and potential resolution.

Rabobank: Rabobank estimated mid-single-digit food inflation over the next 12 to 18 months due to higher diesel costs impacting agriculture.

Donald Trump: President Trump called on Congress to pass a crucial crypto bill, which lifted bitcoin and crypto-linked companies.

Rabobank: Rabobank's macro strategy head commented on Treasury buybacks, noting they do not change the deficit path.

Donald Trump: Trump's visit to China in May stabilized ties, but tariffs remain; universal 10% tariff expires July 24.

Rabobank: Teeuwe Mevissen noted that without real estate recovery, consumption recovery is unlikely.

Donald Trump: Donald Trump's tariff policies during his presidency led China to seek alternative agricultural suppliers, which initially benefited Brazil but now highlights its vulnerability.

Rabobank: Rabobank, through its analyst Bruno Fonseca, highlights the issue of Brazilian farmers being overleveraged due to rising debts.

Donald Trump: Trump's tariffs are cited as a factor increasing urgency for the digital euro to reduce reliance on US payment networks.

Rabobank: Rabobank's strategist Bas van Gaffen comments on the ECB's ability to wait for clarity.

Rabobank: Rabobank analysts provided a forecast for oil prices, expecting them to hold above $90 a barrel in the near term.