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.
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
| Metric | Estimate | Context |
|---|---|---|
| US 10-Year Treasury Yield | 4.68% | Highest yield since the GFC. |
| AfD Poll Rating (Saxony-Anhalt) | 43% | German state election poll. |
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Global Daily is shown in chronological order through this edition, published on August 13, 2026.
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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)
