Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Global Daily: Collateral Damage
If the US keeps the Strait closed and inflicts enough second-hand damage on Europe, Trump may be able to achieve the NATO military “cooperation” he has been asking for.
Exclusive Bank of Canada Preview: Turnover
We have maintained that we see the Bank holding the overnight policy rate at 2.25% through to year end, which suggests a hold at the April 29 meeting.
Exclusive On who’s terms will this settle?
War has injected a material and highly uncertain inflation shock at a moment when growth momentum was already fading, forcing policymakers into an uncomfortable corner.
Exclusive CFTC FX positioning report: EUR — Rapid growth
EUR positioning has increased by almost 60%.
Bank of England Preview: Vigilance
We expect the MPC to keep Bank Rate unchanged at 3.75% at the April meeting and to reiterate the vigilant stance set out in March.
Powell's Farewell Tour
The FOMC is widely expected to remain on hold at the April 28-29 meeting.
Global Daily: Getting more anxious?
It seems that the lack of talks is gradually starting to weigh on energy markets. Oil prices have crept higher over the week.
Spain’s renewable hydrogen bet: A test for the EU’s hydrogen ambitions
Spain is betting big on renewable hydrogen, leveraging Europe’s lowest‑cost renewable electricity to position itself as a production and export hub.
Exclusive Scale, Stability and Structural Shifts
SSA issuers have raised ~€208bn year‑to‑date, over 34% of the upper bound of our projected ~€610bn gross issuance forecast.
Ceasefire gives the ECB some time to assess
With less urgency to act, an April hike is now unlikely. We shift our call for a rate hike to June.
Exclusive NZD - talking tough
On the back of market projections on NZD policy rates, the NZD is the third best performing G10 currency in the year to date after the NOK and the AUD
Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch’s latest Semiannual Fertilizer Outlook,