Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Energy Markets Update: Why is Everything Expensive?
U.S. War in Iran is about to reach a new stage of escalation, keeping oil prices elevated.
Scale or specialization: Two paths ahead for the EU fruit and vegetable wholesale sector
Scale will help some EU fruit and vegetable wholesalers succeed, while agile specialists can thrive through service, expertise, and focus.
Exclusive EUR/GBP - fiscal focus
France’s political and fiscal issues are arguably in a more difficult position currently than those of the UK.
Exclusive Credit Compass: A French reckoning
While the French event risk surrounding the budget negotiations and upcoming presidential elections were no surprise, we suspect few anticipated such a rapid reaction.
Exclusive New Zealand's protein moment
New Zealand has a temporary opportunity from tight global protein supply. Long-term value will come from proving why its protein is worth more, not producing more.
Global Daily:
Friday’s US payrolls were weaker than expected but look to key roles in Yemen, Ukraine, Taiwan, and Brazil over that report.
Exclusive CFTC speculators' net FX positioning: AUD - Deeper
AUD net shorts have moved higher for the third week in a row, to their highest level since December 2025.
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive EUR/USD - the cleanest shirt
In our view the dollar’s appeal has been fanned not just by rate differentials but by the lack of attractive alternatives in other highly liquid G10 currencies.
Exclusive Energy Charts of the Week
War in Iran and Ukraine is tightening energy supply; Hormuz crude and LNG flows improved in September, while Russia extended its diesel export ban.
Exclusive Collateral treatment changes for retained covered bonds
Two relevant changes relating to (Dutch) retained covered bonds were released this week.
Global Daily: Hey chat, fix my finances
European equity indices fell sharply yesterday, pacing gains in sovereign yields for France, Italy and Greece...