Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Global Daily: No retreat, no add Vance
It’s Friday the 13th, traditionally a day when bad things happen - and Microsoft Outlook and Teams are both down, so I don’t know who will be able to read this.
Mexico's Animal Protein Outlook 2027
The 2027 outlook for Mexico’s animal protein sector cannot be generalized. Margins and operating performance will differ across species and market segments.
Exclusive KBC 3Q26 - solid earnings but NII miss
KBC reported Q3 earnings broadly in line with consensus, although NII fell short of expectations.
Exclusive Agri commodity markets outlook 2027: Farming through the fog
Agricultural markets enter 2027 with geopolitical risk, high energy costs, extreme weather, and shifting government policies shaping the outlook.
Exclusive Global beef quarterly Q4 2026
Global beef production is forecast to decline for a second consecutive year in 2027, while high costs and continued trade disruption add pressure across the supply chain.
Exclusive ABN AMRO 3Q26 - solid quarter highlighting strategic progress
ABN AMRO reported another solid Q3, with continued business momentum and clear progress towards its strategic 2028 priorities.
Super-tech platforms will reshape China’s food and grocery delivery market
China’s super-tech platforms are using food and grocery delivery to build high-frequency consumer engagement across wider digital ecosystems.
Exclusive Covered Bond Comment: Triodos Bank’s inaugural covered bond emerges
The Dutch covered bond market will soon welcome its latest addition as Triodos Bank mandated their inaugural covered bond yesterday, a 3yr Green transaction.
Global Daily: Another distressing report, borderline disturbing
As has been the norm in 2026 to date, there are lots of distressing and borderline disturbing reports this morning and very little sign of progress where it’s needed.
Can carbon dioxide removal scale in North America?
The long-term scalability of carbon dioxide removal in North America will ultimately depend on more predictable demand.
Exclusive NOK - losing its gleam?
The NOK has sold off this month vs the EUR. That said, the NOK remains the best performing G10 currency in the year to date by a wide margin.
France: a crisis in slow motion?
The repricing of global yields has also eased the pressure on French sovereign spreads somewhat, but it does not solve structural debt sustainability issues.