Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive North American agribusiness quarterly Q3 2026
The Q3 2026 edition examines tightening margins as ample supplies limit prices and rising costs pressure producers, while El Niño and geopolitics reshape the outlook.
Exclusive AUD - back foot
Despite hawkish comments today from Deputy Governor Hauser, AUD/USD is on the back foot.
Global Daily: "For peace and security, buy bonds"
The rout in global bonds is the big headline at the moment, joined today by a sell-off in global chipmakers.
Exclusive Commodity snapshot - Seas of Uncertainty
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Energy shock waves: From Hormuz to Russia
Energy prices have been both elevated and highly volatile in 2026, with Brent crude oil rising from USD 60/bbl at the start of the year to USD 88/bbl as of August 17, 2026. The war in Iran and the subsequent disruption in the Strait of Hormuz have been responsible for much of the upward pressure on energy prices, while recent attacks on Russian refineries and export infrastructure have contributed to a sharp rise in diesel prices. Join Carlos Mera and Florence Schmit as they discuss the current market environment and where energy prices might go next.
NOK - out ahead
The NOK remains the best performing G10 currency in the year to date, half year to date, over the past month and over the last 5 trading sessions
Exclusive USD - debt
If the pressure on global bonds continues, it could be a test of the USDs safe haven status.
Exclusive ABS Comment: Race to another record
Yesterday, SocGen once again reopened Europe’s primary ABS market after the summer break, this time bringing an Italian transaction.
Exclusive Fins Comment: Blurred lines
It’s been a common theme these last few years. The lines between the pre-summer, summer and post-summer period from a primary perspective keep getting blurrier.
Global Daily: "AI pledge allegiance to the flag"
The Trump administration may soon send out letters telling its allies to pledge allegiance to the flag – or be cut off from US technologies.
New Zealand Economic Update: August 2026
This report examines the performance of the New Zealand economy in July and early August and explores the outlook for New Zealand interest rates in the months ahead.
Exclusive CFTC FX speculators' positioning: JPY — Can't keep it down
JPY net shorts are down for the second week in a row, after collapsing by more than 72% last week after Japan (and the US) intervened on JPY.