Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Nerve-wracking
It's been a nerve-wracking week, but markets have taken a lot in their stride with EGB spreads tightening to their lowest levels since before the sovereign debt crisis.
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
Exclusive GBP - fallout
UK Chancellor Reeves’ second budget may have been met with a fairly calm response from markets yesterday, but she still has a lot of work to keep sentiment calm
UK Budget: Reeves and Repeat
This Autumn Budget again front-loads spending increases while deferring the associated tax rises until around the election year.
An Australian beef and lamb wrap-up for 2025 and a (rib)eye to 2026
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026.
RBNZ: End of the Line?
November 2025 RBNZ Policy Meeting Review
Exclusive Agtech in focus: Key talking points from Agritechnica 2025
RaboResearch highlights five Agritechnica 2025 trends: weak margins, US market woes, practical innovation, slow digital adoption, and a talent gap.
Exclusive GBP - room for relief?
There have been many criticisms aimed at UK Chancellor Reeves by the business community over the past year.
Do you get the Points?
28, 27, 24, 6, or 19: The key points are the US is in a hurry to get a deal so it can focus elsewhere; and Europe continues to be left out of what it sees as its loop.
Exclusive JPY - big week?
The JPY has been at the centre of a discussion recently as to whether it has lost its safe haven status.
Exclusive Credit Compass: The start of something different?
It might have been AI-froth driven, but last week’s sell-off in equities, relative surge in VIX and collapse of BTC do provide a reminder that valuations also go down.
Vene(zuela), vidi, vici?
President Trump is threatening to extend the ‘Donroe Doctrine’ to Venezuela: could we see military action and/or regime change?