Rabobank Knowledge - all articles

Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.

Exclusive GBP - too gloomy?

A theme that has been batted about in GBP markets recently relates the appropriate level of gloom for the UK economic outlook.

6 January 2026
RaboResearch

Exclusive Commodity snapshot - Off with a bang

Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.

6 January 2026
RaboResearch

Exclusive Taking East African floriculture to the next level

Kenya’s floriculture sector is growing fast, tackling risks and sustainability through diversification, digitalization, and global collaboration.

6 January 2026
RaboResearch

Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility

The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.

6 January 2026
RaboResearch

Exclusive Commitment of Agri Commodity Traders - 6 January 2026

Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.

6 January 2026
RaboResearch

Global Daily: The end of NATO?

Danish Prime Minister Mette Frederiksen has said that “if the U.S. chooses to attack another NATO country militarily, then everything stops, including NATO...

6 January 2026
RaboResearch

Exclusive USD - front foot?

The USD might have been the worst performing G10 currency in 2025, but it has started the new year on a positive note.

5 January 2026
RaboResearch

Global geopolitical outlook with RaboResearch Global Strategist Michael Every

Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand,

5 January 2026
RaboResearch

Global Daily: The tone for 2026 has been set

You will undoubtedly have seen the headlines. This weekend, President Trump launched a military operation in Venezuela.

5 January 2026
RaboResearch

Exclusive Beyond the bean: Big chocolate explores cocoa-free pathways

Cocoa prices have eased, but risks remain. Big chocolate turns to cocoa-free innovation – fermentation, upcycling, and lab-grown cocoa – for resilience.

5 January 2026
RaboResearch

Consumer Foods-to-Go Wrap! Wrapping up 2025

The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the...

5 January 2026
RaboResearch

Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson

Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key...

31 December 2025
RaboResearch