Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Chinese F&A companies play strategic Go game to capture dividends in the global food economy
How can Chinese food and agribusiness companies leverage their strengths to capture three future dividends: food security, the global middle class, and supply chains?
Global Daily: Star-crossed
Read today's Global Daily!
Midterms and Markets
The midterm elections could mean a shift from unified Republican government to divided government.
Global Daily: Hide your fridges, hide your ovens!
Read today's Global Daily
October WASDE – The corn ultimatum
In the latest episode of the Agri Commodities podcast, Carlos Mera, Head of Agri Commodities Markets Research, and Charles Hart, Senior Commodity Analyst,
Exclusive Commodity snapshot - Shock and Cor(n)
Our commodity snapshot report covering G&O, Sugar & Coffee.
Higher Ground
Looking ahead, we expect the 10 year US treasury yield to move sideways through the remainder of 2026. We see some downward potential in 2027.
Exclusive Productivity the key to Australian sheep industry growth
Australia's sheep industry can achieve long-term growth despite declining sheep numbers if productivity improvements continue to increase output per animal.
Global Daily: Give Yourself a Pat on the Back
Growing up in Australia in the 1990s one would inevitably encounter curiously ‘Aussie’ cultural practises...
Exclusive EUR/SEK - better days?
On a 5-day view, the SEK is the second best performing G10 currency after the NOK.
China's food industry: From capturing past dividends to creating future value
Chinese food and agribusiness companies are well placed to benefit from new to be found in food security, the new global middle class, and in supply chains.
Exclusive Commitment of Agri Commodity Traders - 12 October 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.