Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Global Daily: "The world as we knew it no longer exists."
Another week where action was dominated by geopolitics. Central banks are trying to reassert themselves under that shadow, but everything they know is falling apart.
Exclusive There is no stopping European private label – for now
Further private label's growth is supported by lasting retail and consumer shifts. Brands can still defend market positions through innovation and distribution strength.
Exclusive GBP - exposed?
The proportion of UK government debt owned by foreign investors is relatively high.
Exclusive Brazil Agribusiness Quarterly Q3 2026
This quarterly presents the key trends and themes for Brazil's most important agribusiness exports during Q3 2026.
Exclusive Biological crop protection enters a more mature and selective growth phase in Europe
Europe’s biological crop protection market is maturing, making adoption increasingly dependent on performance, economics, and regulation.
Russian and Ukrainian grain export disruptions and the impact on grain prices
General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers behind higher grain prices, as well as the potential for further rises and what could cause prices to retreat again.
The great electrification: The power of molecules
Direct electrification will drive decarbonization, while PtX will support applications where molecules remain necessary and alternatives are limited.
Exclusive Seven so far, seven more to come?
The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.50% and the deposit rate at 2.20% as was widely expected.
Exclusive Austrian covered bonds: a deep dive
Behind Austria’s relatively modest share of the euro benchmark universe lies one of its more diverse covered bond markets.
Exclusive NN Bank 1H26: good commercial momentum but cost creep weighs
Yesterday morning NN Bank published its interim report for 1H26. The bank’s net income was down 5.2% y/y as negative operating jaws weighed on the bottom-line.
Australia agribusiness monthly September 2026: The price gains of sugar, cotton, and grains
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
New Zealand agribusiness monthly September 2026: A spring in the step for spring
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.