Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive EUR/USD - choppy and challenging
Despite a stellar performance for the USD in the second half of this year, for many people 2025 will be marked as a year in which the USD lost its footing.
December Doves
We expect the FOMC to make a 25 bps cut to the target range for the federal funds rate to 3.50-3.75% from 3.75-4.00%.
Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
In this episode, RaboResearch analyst VΓtor PistΓ³ia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack...
Exclusive Australian almond outlook: Replanting for growth beyond 2030
Australiaβs almond industry faces a pivotal transition with replanting and moderate expansion; growth beyond 2030 hinges on market development amid water and trade risks.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
Exclusive GBP - temporary reprieve?
The pound had a good day yesterday with cable rallying the most in over a month.
US foodservice and food retail update: Consumers continue their search for value
Value-seeking US consumers are reshaping foodservice and retail, with speciality formats and deals driving spending and loyalty in Q3 2025.
Consumer Foods-to-Go Wrap! β Wrapping up the food sector for November 2025
Consumer Foods-to-Go is back! Join Maria Castroviejo, Tom Bailey, and Cyrille Filott as they wrap up the month in food through both a podcast and a video....
Global Daily: IN CASE OF EMERGENCY BREAK RULES
The US is breaking rules. Europe is breaking rules. The UK is breaking rules. China is breaking rules. That IS the new rule - because we are in an emergency.
Exclusive Mexico 2026 Outlook: Boiling point
We expect the lagged effects of slowed investment and continued trade uncertainty to continue dragging GDP growth in 2026.
Exclusive AUD - new look
AUD/USD has bounced higher on the back of market talk that the RBA could be hiking interest rates by the end of next year.
Outlook 2026
οThe stagflationary shock of the tariffs is still working its way through the economy, while the AI boom has led to a positive demand shock.