Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Commitment of Agri Commodity Traders - 13 February 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive CFTC Non-Commercial FX Market Positioning: CAD — On the up and up
CAD net long positions have surged after turning net long last week for the first time since August 2023.
Exclusive JPY - rethink?
It has been a while since the JPY has been anywhere close to the top of the G10 FX performance table, but it is currently the best performer on a 5-day view.
The Warsh Regime
The most evident regime change with Warsh at the helm of the Fed is likely to take place in balance sheet policy and monetary policy communication.
Global Daily: Trolling Castlefest
Russian officials have drafted a memo that pitches a re-convergence of US and Russian interests, as European leaders met to discuss the future of European industry.
Exclusive Financials Comment: ASN 2H25 - Transformation starting to pay off
ASN Bank is in the midst of a transformation programme and strategy revamp, so rather turbulent times for the state-owned institution. That said, they are progressing.
Exclusive CAD Market Musings: Cooperation?
We foresee further sideways trading for USD/CAD in the year ahead, bounded by 1.36-1.41, though it will be a bumpy ride, especially leading into the USMCA review.
Exclusive Backstops alone won't enhance the euro's global role
The ECB is looking at its international liquidity lines. Improvements may support international appeal of the euro at the margin, but is insufficient to boost EUR's role.
Exclusive JPY - all change?
When Takaichi won the LDP leadership election in early October last year, USD/JPY gapped higher.
Aussie interest rates: How high in 2026?
Join Angus Gidley-Baird and Ben Picton as they review the Reserve Bank of Australia's February decision. Are we headed for more rate hikes in 2026? And what factors could
Exclusive Financials Comment: KBC 4Q25 - exceeding expectations yet again
It was yet another strong quarter for KBC, who beat estimates on NII, total income and net income. The strong performance was driven by all major income lines.
Exclusive Landing zone
So far this week, a diverse array of issuers, seven in total, have delivered nine transactions and raised a combined €7.65bn.