Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Commodity snapshot - Sun’s out, tonnes out?
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Where are all the sheep? A look at Australia and New Zealand’s sheep markets
Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production?
Exclusive JPY - behind the curve?
Overnight, a 30 yr JGB auction drew its highest bid cover ratio since 2019
World Dairy Map 2026: Cheese leads growth as supply power shifts
Global dairy trade continues its steady long-term expansion, with cheese leading the way as shifting demand and rising US and Argentine supply reshape flows.
Trimming Inflation, Trimming the Fed
With the Fed’s new task force on inflation frameworks, we could see trimmed inflation measures gain increased prominence in monetary policy decision-making.
Exclusive ABS Comment: Creafin brings RMBS diversification with Belgian deal
We have already seen significant RMBS issuance this year, particularly from the Netherlands, historically the largest EUR RMBS market.
Exclusive CFTC FX positioning report: JPY — Losing ground
JPY net short positions have increased to their highest level since June 2024.
Exclusive NZD - how hawkish?
The RBNZ was the only G10 central bank not to hold a policy meeting in June. Its next meeting is scheduled for July 8.
Exclusive Brazilian coffee monthly update: June 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Fertilizer markets under pressure: tight supply, softer prices, and a shifting outlook
In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America
Exclusive Financials Comment: ING acquires 40% stake in Spanish wealth manager
This morning ING announced they acquired a stake of approximately 40% in Spanish wealth manager Singular Bank.
Exclusive Credit Compass: Counterintuitive hay making
Markets are heading into the summer with a more cautious tone than headline inflation and rate pricing might otherwise suggest.