Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive JPY - carry qualms
This week’s surge in the value of the JPY was, it seems, unaided by further FX intervention by the MoF.
North American agribusiness quarterly review, August 2026: Plenty of supply, little room for error
In this week’s episode, Eric Gibson and Al Griffin discuss the latest findings from the RaboResearch North American agribusiness quarterly.
Reacceleration of inflation cements the case for another ECB hike
A reacceleration of inflation cements the case for another rate hike. But price pressures are limited to energy-related items, and the growth outlook is highly uncertain.
The RBA cash rate outlook: Mountains left to climb
Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy.
Exclusive Primary pricing holds firm despite wider secondary levels
While Bloomberg's ABS indices show secondary spreads have widened a few basis points over the summer, primary pricing does not reflect a similar move.
Global Daily: "The world as we knew it no longer exists."
Another week where action was dominated by geopolitics. Central banks are trying to reassert themselves under that shadow, but everything they know is falling apart.
Exclusive There is no stopping European private label – for now
Further private label's growth is supported by lasting retail and consumer shifts. Brands can still defend market positions through innovation and distribution strength.
Exclusive GBP - exposed?
The proportion of UK government debt owned by foreign investors is relatively high.
Exclusive Brazil Agribusiness Quarterly Q3 2026
This quarterly presents the key trends and themes for Brazil's most important agribusiness exports during Q3 2026.
Exclusive Biological crop protection enters a more mature and selective growth phase in Europe
Europe’s biological crop protection market is maturing, making adoption increasingly dependent on performance, economics, and regulation.
Russian and Ukrainian grain export disruptions and the impact on grain prices
General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers behind higher grain prices, as well as the potential for further rises and what could cause prices to retreat again.
The great electrification: The power of molecules
Direct electrification will drive decarbonization, while PtX will support applications where molecules remain necessary and alternatives are limited.