Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Functional and future-proof: The biggest sweets and snack trends from ISM 2026
ISM 2026 showed how sweets and snacks are adapting to shifting consumer expectations, with functional claims, new formats, and evolving ingredients shaping the category.
How agile is the ECB?
The ECB left the deposit rate unchanged at 2.00%
Bank of England Comment: If not March, then April
The Bank of England’s MPC kept Bank Rate at 3.75% with a surprisingly tight 5–4 split, signalling that a cut may be close.
What’s the plan with the 15th 5-year plan?
China is preparing for the new year starting at 17 February and has presented 8 key points regarding its future economic policies
Exclusive EUR - anything to see here?
EUR/USD is currently trading close to its late December levels. This, however, belies the volatility in the currency pair in recent weeks.
Exclusive ABS Comment: ING provides Prime RMBS pricing point with new Green Lion
The Dutch RMBS market is active with ING about to price a new Green Lion Prime RMBS amidst very strong demand whilst Citi successfully launched a new Dutch BTL RMBS.
Global Daily: "A quarrel in a faraway land..."
We are seeing a lot of thoughts of, "A quarrel in a faraway land between people of which we know nothing." So let's try to explain something about it.
Exclusive GBP - better outlook?
The pound has been quietly and steadily improving its form since the UK’s November budget.
Global Daily: Going Nuclear
Conversations on Warsh’s recent nomination to the Fed Chair position may have been mostly priced out of the market, but they still dominate the market chatter.
Exclusive AUD - adjustment?
On the back of the policy announcement AUD/USD rose to just below its recent 3 year high.
Exclusive Commodity snapshot - The Spectacular Anti-Spectacular
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
The great electrification: The EU’s drive toward a green, affordable, and autonomous energy system
Electrification in the EU is shifting from a climate goal to a strategy to tackle competitiveness challenges and the geopolitical risks of relying on fossil fuel imports.