Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
UK: From Securonomics to Vibonomics
Andy Burnham swaps “securonomics” for “vibonomics”: he wants to improve confidence before pursuing tougher reforms.
Exclusive Beyond geopolitical rocking
Hormuz flows could revive on a proposed Iran-Oman route, easing one geopolitical risk, but Europe’s winter energy risks extend beyond the Middle East.
Exclusive Financials Comment: KBC 2Q26 - strong quarter driving guidance upgrade
KBC delivered a strong Q2, with net income rising 13.2% y/y, supported by broad-based revenue growth and positive operating jaws.
Global Daily: Change of plans?
Iran said it reached an agreement with Oman on a proposed shipping route through the Strait of Hormuz. That’s not the Iran-US deal that Trump had been eyeing.
Australia agribusiness monthly August 2026: War impacts fuel and grain prices
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
New Zealand agribusiness monthly August 2026: Good prices, but plenty to watch
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Exclusive GBP squaring the circle
The pound is the third worst performing G10 currency on a 1-month view after the CHF and the USD.
Global Daily: We've been here before
The US, Iran and Oman are said to be close to a new deal to reopen the Strait of Hormuz. The reported deal could just as well have been written a couple of weeks ago.
Avocados go global: supply expansion and market diversification
In this episode, RaboResearch Senior Analysts David Magaña and Michael Harvey catch up to discuss the key findings from the latest Global Avocado Report.
Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Exclusive Commodity Snapshot — Low & Dangerous Waters
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive USD - is the rally over?
The USD is the worst performing G10 currency on a 5-day view, with the DXY dollar index having lost around 2% since its late July levels.