Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Europe's dairy comfort zone is moving
Heat-related EU milk losses could nearly triple by 2050, increasing climate adaptation costs and putting further pressure on dairy competitiveness.
Exclusive Banxico Preview: Dovish tone
We expect Banxico to hold the overnight policy rate at 6.50% at the November 5 meeting.
Exclusive Fixed Income Strategy: Belgium on the backfoot
Belgium’s coalition has failed to agree the 2027 budget, but a renewed agreement still looks more likely than elections.
Australia agribusiness monthly November 2026: Spring in their step
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness monthly November 2026: Summer on the horizon
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
Global Daily: President Veto
The Democrats won control of Congress, but Trump still has the powers of veto and executive order
Exclusive USD - all change?
The USD has already started to reverse early post election losses triggered by comments that President Trump is looking to work with Democrats in Congress.
Monthly Outlook: The bill comes due
For years, governments behaved as if debt were tomorrow’s problem, but this year’s inflationary energy shock seems to have sped up tomorrow’s arrival.
Exclusive Good, better, best in European private label
What really stood out in the presentations and store visits during the PLMA Annual Private Label Summit in Manchester were the success stories of premium private label.
Exclusive Baltic Sea grain production and export growth creates supply chain opportunities
Rising grain production and exports are strengthening the Baltic Sea region’s role in global trade and creating opportunities across the supply chain.
A new strategy playbook for the US power industry
Companies across the US power supply value chain are using mergers and acquisitions to expand scale, strengthen capabilities, and improve access to capital and customers.
Exclusive Commodity snapshot - Midterms and the Middle East
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.