Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
FOMC still expects to cut once this year
As widely expected, the FOMC remained on hold at the March 17-18 meeting. Governor Miran dissented again.
Exclusive Bank of Canada Post-Decision Report: Between more rocks...
On March 18, the Bank of Canada released its decision to maintain the overnight policy rate at 2.25%, as had been fully priced in by the market.
Exclusive GBP - closing doors
Money market rates have been quick to reprice the outlook for most G10 central bank meetings since the start of the Middle East conflict.
Blooming success: Australian horticulture breaks records
The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends
Exclusive Commodity snapshot - Agriculture Faces Rising Fertiliser Risks
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive JPY - two way economic risk?
The market will be looking for clues in this week’s BoJ policy meeting regarding the risk of an April hike.
Global Daily: The Kobayashi Maru Scenario
Yesterday's Global Daily, 'The Wrath of Kharg', couldn't help but get me thinking about the infamous Kobayashi Maru scenario in Star Trek II: The Wrath of Khan.
Exclusive Bank of Canada Preview: Rising anxiety
We expect the Bank of Canada to maintain the overnight policy rate at 2.25% at the March 18 decision.
Exclusive CFTC positioning report: GBP — Sinking
GBP net short positions have climbed for the fifth week in a row.
Exclusive CHF - safe haven?
Measured from February 27, just before the start of the conflict in the Middle East, the CHF is only the seventh best performing G10 currency.
Exclusive More acres in a world of lower prices: 2026 US grain & oilseed baseline outlook
Our baseline model projects average US grain and oilseed farmgate prices will normalize well below 2021-2022 peaks yet above the low average prices of the 2010s.
Exclusive Credit Compass: Flashbacks of 2022
Are we back in 2022? This appears to be the underlying question forcing a market re-think of whether we really are still in a good place?