Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
A double nothing burger?
Financial markets have been trading typical Mexican dishes for some time now with both the TACO (Trump always chickens out) and NACHO (Not a change Hormuz opens) trade.
Exclusive Higher yields, tighter spreads
Despite a more challenging macro backdrop, credit markets remain exceptionally robust.
Exclusive Australian 2026/27 winter crop forecast: Area and grain prices
Australia’s 2026/27 season is increasingly weather-driven, with east coast dryness, shifting crop mix, and tighter global balances shaping price risks.
Exclusive GBP - headwinds?
The combination of this week’s release of softer than expected UK labour and CPI inflation data have calmed market nerves regarding the extent of potential BoE rate hikes
The inflation regime that doesn't fade?
The closure of the Strait of Hormuz is increasingly revealing a familiar pattern: the building blocks of a global stagflationary shock are falling into place.
Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Exclusive Commodity snapshot - Headlines without Deadlines
Our commodity snapshot report covering Wheat, Soybeans, Sugar & Coffee.
Exclusive Brazilian G&O monthly update – May 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Global Daily: Striking?
Trump said that he had delayed a planned military strike on Tuesday.
Exclusive ❶ OPEC ❷ NOPEC ❸ Pecking O
The Iran war could plausibly foreshadow more fragmented energy markets, with split systems of defence, FX and swaplines, leaving middle powers in a difficult position.
Exclusive Bank Bulletin: Update on European banks' disclosures on private credit
European banks’ Q1 earnings season is over, and the increased disclosures on banks’ private credit exposures further reassures us this is not a systemic risk.
Exclusive Commitment of Agri Commodity Traders - 16 May 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.