Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Global Daily: You will be AIsimmilated
European regulation is causing new tension with the US. The Trump administration is concerned it may slow the development of US artificial intelligence.
Exclusive Banxico Preview: "Cuts signal complacency"
We expect Banxico to cut the overnight policy rate by 25bp to 7.00% at the December 18 meeting. This is the unanimous view of Bloomberg surveyed analysts.
Eurozone outlook 2026
The Eurozone economy outperformed expectations in 2025.Growth is projected to soften somewhat in the near term and to reaccelerate over the course of 2026.
Exclusive NOK/SEK - different paths?
The Norges Bank and the Riksbank are among the most candid of central banks when it comes to policy signals.
Global outlook 2026: New rules, different economy
Although 2026 may initially appear to be a more stable year, geopolitical risks remain a defining factor.
How weight loss drugs drive change in the food and agriculture sector
Join Stefan Vogel and Julia Buech, as they discuss the impact weight-loss drugs have on the food industry.
Exclusive Risk weights on covered bonds proposed to be cut in half
As part of the securitisation package, a new amendment has been proposed that lowers the risk weight for covered bonds under the Standardised Approach to 5%.
The only way is up? Reviewing the Reserve Bank of Australia's December decision
Join RaboResearch’s Senior Market Strategist Ben Picton as he unpacks the RBA’s December cash rate decision.
Exclusive Bank Bulletin: AT1s up for discussion again, or are they?
Last Thursday the ECB stirred up some market discussion on AT1s by publishing the recommendations of their High-Level Task Force on Simplification (HLTF).
Exclusive Impending Supply Uplift
European gas prices hit multi-year lows in December as confidence builds, while new LNG supply threatens to tip global markets into surplus.
Exclusive Bubbling under
Futures may be in the green this morning, but US equity indices ended last week on the back foot as technology stocks continued to come under pressure.
ECB preview: The ECB goes into hibernation
We don’t see any reason for the ECB to change its policy. Neither does the market. Another hold will probably cement the markets’ view that the cutting cycle is over.