From Information To Decision-Ready Insight: During times of volatility CFOs do not need more data for their own sake. They need sharper signals linked to specific decisions. @Rabobank’s Christian Lawrence explores more on navigating these uncertain times rabobankna.com/knowledge-hub….
Christian Lawrence, chief cross-asset strategist at @Rabobank, joins Bloomberg Intelligence chief US interest rate strategist Ira Jersey to discuss volatility, interest rates and more on this Macro Matters edition of the FICC Focus podcast. bloomberg.com/news/audio/202…
"It's up to the exporters and importers to identify what the correct codes are," said Jim Owen, senior packaging and logistics analyst at @Rabobank via @_PyintheSky.
finance.yahoo.com/economy/po… #supplychain #packaging #plastics
Campari is making its biggest bet ever on a pink spritz via @CNN: cnn.com/2026/09/26/food/sart…
“The alcohol business in the US is struggling more than in virtually any other part of the world,” Bourcard Nesin, a beverage analyst for @Rabobank. “We’re seeing dramatic declines.”
‘Affordability is better,’ Commodity prices to provide relief from rising input costs, @Rabobank analyst agnavigator.com/Article/2026…
#farminputs #rabobank #raboresearch
Something unusual has been happening with Europe’s benchmark crude oil, Brent, said Joe DeLaura @pumpingoilniron, senior energy strategist with @Rabobank with NPR’s Marketplace.
“We now have a $26 spread again between Brent physical and Brent futures.” marketplace.org/story/2026/0…
MelB retweeted
THEY HAVE DONE IT! 🙌
Katerina Siniakova and Taylor Townsend complete the Career Grand Slam as a team with US Open glory!
ALT Katerina Siniakova and Taylor Townsend are the US Open women’s doubles champions.
Joe DeLaura @pumpingoilniron, energy strategist @Rabobank, said US could consider banning fuel exports from the US. “He’s got to do something to get gasoline prices down but he is also not going to just walk away from the war. It’s the only card to pull.” ft.com/content/697253e0-01d3…
Christian Lawrence, @Rabobank, said the existing package would have little impact on U.S. But, this is where lies Canada’s difficulty. Diversifying away from the world's largest consumer sitting on your doorstep is impossible to do in a truly meaningful way, #uscanada #MarketNews
The Canadian dollar fell on Monday morning after trade talks between Ottawa and Washington fell apart, leaving both sides facing higher prices on a wide array of imported goods.
The U.S. on Saturday slapped 50% tariffs on around $20 billion worth of imports from Canada, its second-biggest trading partner after Mexico. The affected goods span dairy, wine, wood products, ceramics and a slew of other areas.
Read more: cnb.cx/45FKvEO
What comes next? 🎵
Busy market Monday!
#USCANADA
LIVE NOW: The US-Canada trade talks have collapsed. What happens next and how does it impact your money? Our journalists answer your questions. Join our Live Q&A: bloom.bg/4ghel8O
Whiskey Supplier Says Bourbon Sales Fell 59% via @Inc inc.com/lucia-auerbach/major…
The market for bulk bourbon is all but frozen, because if nobody needs bulk whiskey the value of that bourbon if it needs to be sold today can get dangerously close to 0.” - Bourcard Nesin @RaboFoodAgri
‘Tariffs are back with a vengeance,’ Why farmers should expect higher input prices in 2027 via Stephen Nicholson, Rabobank, agnavigator.com/Article/2026…
Given that futures are forward-facing instruments, there's a strong chance they are underpricing the reality facing the physical market, Rabobank global energy strategist Joe DeLaura @pumpingoilniron told @byjakeconley @YahooFinance.
finance.yahoo.com/markets/ar…
MelB retweeted
Joe DeLaura (@pumpingoilniron) nails it:
"We're trying to make up this deficit by running all out... the second refineries go down that's really bad."
96% refinery utilization isn't reassuring.
It's what a system looks like when it has no reserve capacity left.
#Oil #Diesel #Refining #EnergySecurity #WTI #Brent #Geopolitics
ft.com/content/ecf9967d-de7f…
“There’s a bit of an asymmetric relationship there in the sense that, if oil goes up, then diesel prices are going up,” Christian Lawrence @Rabobank said. “If oil goes down, diesel prices might come off a little bit, but they’re still going to be much higher.” Via @mattbpete
Analysis: Iran war energy shock hits the U.S. economy as gas and diesel prices climb cnbc.com/2026/07/22/iran-war…
SpaceX Will Change the IPO Game Forever. Play at Your Own Risk. barrons.com/articles/spacex-… via @BarronsOnline @_NateWolf
