Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Espresso economics: High production, low prices
Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases, stocks in destination
Exclusive Commodity Snapshot - They Think It’s All Over
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive JPY - enough
Despite the significance of the BoJ’s decision to take its policy rate back to 1% today, the meeting was still overshadowed by that of the Fed tomorrow.
Exclusive ABS Comment: Dutch Prime RMBS resumes post-Barcelona
Following a successful Global ABS conference, there also appears to be renewed optimism around the war in the Middle East.
Global Daily: Sign(s) here, here, and here
Markets have naturally embraced a US-Iran ‘deal’ now e-signed o all that’s left is a ceremony to mark the event on Friday. That and the details of what was signed.
“Best athlete” versus national alignment: The strategy upending US alcohol distribution
In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.
Exclusive USD - hope?
The DXY dollar index is trading this morning well above its spring low and EUR/USD has already slipped back from the day’s best levels.
Dutch housing market quarterly: End of the price rally – housing market cools down
The Dutch housing market is visibly cooling down. We do not expect house prices to rise further this year, although the annual growth figure will still be 2.8%.
Exclusive Commitment of Agri Commodity Traders - 15 June 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Credit Compass: The President who made peace?
After 38 peace deals promised, but ultimately not delivered, could this then finally be the real deal?
Exclusive CFTC FX positioning report: AUD — Less than great expectations
AUD net long positions have more than halved to only 18 thousand positions, to the lowest level since January of this year
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...