Report published June 1, 2026
Global Daily: Rabobank Market Analysis - June 1, 2026
Rabobank · June 1, 2026
Markets are recalibrating for a long-term closure of the Strait of Hormuz and escalating tensions in Ukraine as Iranian internal political stability fractures.
Read the remaining 4 pages
Finvaulta summarizes Rabobank's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.The Strait of Hormuz is expected to remain closed through September as negotiations over Iran's nuclear program reach an impasse.
- 2.Iranian President Pezeshkian's resignation suggests significant internal conflict between the civilian government and hardline IRGC factions.
- 3.The Ukraine war risks escalating further into Europe following a Russian drone strike in NATO member Romania.
Table of Contents
- Market comment
- Week ahead
- Global Economics & Markets
- FX Strategy
- Fixed Income Strategy
- Agri Commodity Markets
- Energy Markets
- Client coverage
Report data
Key figures extracted from this report
| Metric | Estimate | Context |
|---|---|---|
| Brent Crude Monthly Performance | 20% | Ending May down almost 20% due to peace rumors. |
| Gold Support Level | 4,500 USD/oz | Market respecting this support level despite central bank liquidations. |
| Japan Q1 Company Profits | 14.6% | Handily exceeding expectations of a 5.3% rise. |
| US Non-farm Payrolls Forecast | 89,000 jobs | Predicted employment growth. |
Reports in this series
Global Daily is shown in chronological order through this edition, published on June 1, 2026.
Part of the Global Daily series — view all 20 editions
Looking for the latest edition? global daily give yourself a pat on the back (Oct 13, 2026)
Access the full report
And others from the leading tier 1 banks.
Free account: read previews and a daily allowance of full reports. Pro removes the daily limit.