Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive EUR/USD new phase?
EUR/USD may be in danger of trading in a more lacklustre fashion compared with 2025.
Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession
The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.
EU to the rescue: EU-UK reset takes shape through targeted agreements
Starmer seeks to salvage his premiership by pushing for closer ties with Europe. The new agreements expected in July won't move the needle.
Exclusive Momentary pause
Corpus Cristi was observed across much of Europe yesterday, with the associated pause in covered flow offering a moment to reflect on what has been a solid week-to-date.
Global Daily: The Atomic Crab
The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...
Exclusive Focus on Covered Bonds: Triodos Bank joins Dutch covered bond club
Earlier this week, Triodos Bank successfully established their inaugural covered bond programme, an important step in terms of expanding their funding toolkit.
Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Probably for the wrong reasons the RBA has been viewed as something of a canary in the coalmine for investors in the G10 space this year.
New Zealand agribusiness monthly June 2026: Firm feet for pricing, even with uncertainty
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
May official cash rate decision and New Zealand budget
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand
Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle
Exclusive Palm oil outlook to 2031: Structural tightness to keep prices elevated
Tight supply and rising biodiesel demand are set to keep global palm oil markets constrained through 2031, with higher prices and greater sourcing challenges ahead.