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Report published August 13, 2026

The Beautiful Great Game: Rabobank Analysis of Global Geopolitical and Economic Shifts

Source and citation context

Issuer
Rabobank
Report date
August 13, 2026
Analysis as of
Not stated in source

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.

Daily UpdateEquitiesFXRates Govt BondsEnergyInformation Technology

This report examines current geopolitical tensions and the structural shift toward neo-mercantilism. It highlights the implications for global debt markets and the necessity for new economic strategies in a less interconnected world.

Key Takeaways

  • 1.Global geopolitics are shifting towards a zero-sum, neo-mercantilist environment, rendering traditional free-trade policies obsolete.
  • 2.The US debt market is signaling pressure, with 10-year yields reaching their highest levels since the GFC.

Table of Contents

  • Market comment
  • Day ahead

Report data

The Beautiful Great Game: Extra Time & Penalties

MetricEstimateContext
US 10-Year Treasury Yield4.68%Highest yield since the GFC.
AfD Poll Rating (Saxony-Anhalt)43%German state election poll.

Reports in this series

Global Daily is shown in chronological order through this edition, published on August 13, 2026.

Part of the Global Daily series — view all 10 editions

Looking for the latest edition? something big (Aug 31, 2026)

  1. Jun 1global daily resigned
  2. Jun 15global daily harbingers
  3. Jul 9global daily it aint over till its over but
  4. Aug 6global daily change of plans(1)
  5. Aug 10global daily give them an inch

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Reported Data Context

  • US 10-Year Treasury Yield: 4.68 % (2026-08-13)
  • AfD Poll Rating (Saxony-Anhalt): 43 % (2026-08)

Securities

NVDA

Themes

Neo-MercantilismPopulism

Regions

GlobalEuropeUnited StatesIranUK