Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive GBP - a long, hot summer?
Political uncertainty tends to be a negative currency factor almost irrespective of its cause since it tends to depress potential investment activity.
Exclusive ABS Comment: Post-Barcelona boom
The primary ABS market has regained strong momentum following last week’s Global ABS conference in Barcelona. A diverse range of transactions have been announced.
Bank of England: No hikes?
Following the sharp decline in energy prices, we have removed our call for a rate hike.
Exclusive Brazilian G&O monthly update – June 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.
Exclusive USD - haven or currency of choice?
Over the past few months, the USD has been driven both by safe haven flows and by a change in market expectations regarding Fed policy.
Forward guidance is gone
As widely expected, the FOMC kept the target range for the federal funds rate unchanged and dropped its easing bias.
Exclusive USMCA Update: Free trade abandoning the free world?
The USMCA is unlikely to be renewed for a full 16-year extension by July 1, 2026 and we instead expect it to enter a rolling one-year review period, extending uncertainty
The U.S. and Iran reached a provisional agreement
Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.
Exclusive GBP - room for manoeuvre?
The pound has already recouped most of the losses made vs. the EUR on this morning’s release of softer than expected May UK CPI inflation data.
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Exclusive ABS Comment: Momentum in Prime RMBS continues with French issuance
While we highlighted another Dutch prime RMBS offering yesterday (Delphinus 2026-1), French supply has remained comparatively limited.
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?