Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive CHF - safe haven of funding currency?
Given that there is no perceived imminent risk of an SNB rate hike, the focus is changing to whether the CHF can step into the JPY’s shoes as a funding currency.
Exclusive East-West, in this crisis, no rest
Middle East escalation threatens key Saudi oil routes, deepens global supply risks and drives sharp upgrades to oil, diesel and gas price forecasts into 2027.
Can Brazil’s agricultural exports surf the coming geopolitical waves?
Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.
Global Daily: Coalition of the Exceedingly Reluctant
US 10-year bond yields briefly topped 5% on Monday as crude oil prices continued to move higher and overnight index swaps implied a higher chance of a Fed rate hike...
Movement on the global beef chessboard and what that means for Australian and New Zealand cattle producers
Recently, we have seen new quotas come into effect, tariffs removed, and trade volumes shift in global markets.
El Niño drives prices more than fundamentals
The National Oceanic and Atmospheric Administration projects a 75% probability of the strongest El Niño since records began in 1950.
Exclusive Commitment of Agri Commodity Traders - 14 September 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Credit Compass: A ‘then and now’ conundrum
Ten-year US Treasury yields continue to push towards the 5% level as investors grapple with higher oil prices, persistent inflation and fiscal concerns.
Global Daily: Willy Wonka and the Compute Factories
Oil prices are rising again on news of the shutdown of Saudi Arabia’s East-West pipeline following drone strikes, and the Houthis’ seizure of strategic locations...
How to paint yourself into a corner
Yesterday’s CPI report was the last piece of the puzzle and made us change our call from zero rate hikes in 2026 to one and done.
Bank of England Preview: On the ball?
We expect the Bank of England’s MPC to leave Bank Rate unchanged at 3.75% next week. But higher energy prices have clearly revived upside risks.
Exclusive ABS Comment: Busy, but not bottlenecked
It’s yet another busy week in ABS primary, but it sure feels busy even by September’s standards.