Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive EUR/USD - cyclical vs. structural
Rabobank’s forecasts for EUR/USD for the remainder of the year are not as bearish for the USD as the market consensus.
Exclusive CAD Market Musings: Boom and bust
CAD is among the worst performing G10 currencies month-to-date, down around 0.5% against USD and currently on its eighth consecutive day of declines.
Is beer back? Maybe
This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.
Global Daily: Musical chairs
Warsh was recently voted in as Fed Chair by the US Senate, but this creates a game of grown up musical chairs for the Board of Governors.
Supply chain constraints are curbing US data center development
Physical and geopolitical systems are hindering data center growth. Power, water, critical materials, and skilled labor are turning into binding constraints.
Exclusive NOK/SEK - bucking the trend
The SEK is the best performing G10 currency on a 1-day view. This is counter to trend.
Exclusive GBP - weighing the odds
GBP started the European session by winning back a little ground vs. the EUR this morning, but the better tone did not last long
Exclusive Financials Comment: Triodos announces sale of German fibre-optic loans
Earlier today Triodos Bank announced the sale of their €180mn German fibre-optic portfolio to Deutsche Bank, following on from a significant €60mn provision.
Luxe Pack New York 2026: Premium materials, smart packaging, and sustainability take center stage
Luxe Pack New York highlighted luxury packaging trends, emphasizing premium materials, digital features, and sustainability as key brand value drivers.
Climate change and Canada’s agricultural advantage: Adapting without converging
Climate change expands what Canada can grow, but competitiveness depends on crop choice. Diversification, not scale, underpins long term resilience.
Exclusive A new cycle for the Brazilian soybean seed market
The soybean seed market in Brazil is expected to continue developing in the coming years, but this growth will not be linear or smooth.
Exclusive Commodity snapshot - Wheat and Greet
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.