Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
New dietary guidelines, endless CEO turnover, wholesale upheaval, and the growing threat of GLP-1 usage
Analysts discuss the biggest beverage stories of the last month, including the new US alcohol guidelines and how greater uptake of GLP‑1 drugs could affect the industry.
Exclusive USD/JPY - psychology
Reports of rate checking by the NY Fed on Friday have underpinned existing speculation as to whether the US Treasury could join the MoF in concerted FX intervention.
Exclusive Credit Compass: Which way is up?
It was one of those weeks where the global backdrop felt like a deep dive gone wrong—where a diver turns in the shifting blue and realises the light is bending strangely.
Global Daily: Capital Punishment
J.P. Morgan once famously remarked that “gold is money, everything else is credit.”
Exclusive Commitment of Agri Commodity Traders - 23 January 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Bank of Canada Preview: Business outlook or business omen?
We expect the Bank of Canada to maintain the policy rate at 2.25% at the January 28 decision.
In the Eye of the Storm
The FOMC is widely expected to keep the target range for the federal funds rate unchanged at 3.50-3.75% at the January 27-28 meeting.
Exclusive EUR/USD - unpredictibity?
The TACO trade may have been flexing its muscles in stocks yesterday, but a different story was playing out in FX.
Global Daily: The beatings will continue until morale improves
If there is one lesson from this week, it is that the rules‑based order that once constrained great‑power ambition has proved illusory.
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.
Exclusive GBP - outlier?
The BoE, the Norges Bank and the Fed are the only three G10 central banks that the market has been confidently expecting further rate cuts from this cycle.
Global Daily: Green Stocks Land
The Greenland crisis was logically always likely to end quickly, to market approval, due to European geostrategic weakness - and it has. But what next?