Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
August WASDE: Trouble in the Black Sea
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA’s August WASDE.
Exclusive CHF - resilience
Exclusive Energy Charts of the Week
Hormuz disruption is tightening crude, LNG, diesel, gas and power markets, with low inventories and outages keeping winter energy risks elevated.
Exclusive Achmea Bank 1H26 - steady performance amidst robust commercial growth
Achmea Bank delivered a broadly stable set of H1 2026 results this morning as NII and fee income remained largely unchanged.
Global Daily: Bin There, Done That? Not Quite
Markets may be suffering from a growing sense of "bin there, done that" fatigue when it comes to geopolitical shocks
Exclusive USD - oil prices and the Fed
The US’s energy exporter status likely helped renew the USD’s safe haven credentials at the start of the Iran war
Exclusive Triodos Bank 1H26 - a return to normal with good first half
Triodos Bank delivered a good H1 2026, returning to strong(er) profitability with net profit rising to €29.9mn and RoE improving to 5%.
Nutrient density as an emerging opportunity for cold storage
Nutrient density could enhance the strategic importance of cold storage within the food supply chain.
Exclusive USD/JPY - here we go again?
The US July CPI inflation data tomorrow is billed as the most important economic data release of the week. For the Japanese authorities this is almost certainly the case.
Exclusive GBP - data watching
There is a fairly wide spread of estimates for Q2 UK GDP from contributors to the Bloomberg survey.
Exclusive Financials Comment: ABN 2Q26 - a strong showing
ABN AMRO reported a consensus-beating second quarter today, with all major lines exceeding expectations with respect to NII, net F&C income, profitability and costs.
Global Daily: The Beautiful Great Game
Yesterday saw the regular schtick where Middle East worries lose to more positive narratives; but the narrative on the Great Game in the background is shifting rapidly.