Rabobank Knowledge - all articles

Brazilian G&O monthly update – October 2026

Read our latest report on Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.

Australian 2026/27 winter crop forecast: A smaller but historically large crop amid firmer grain prices and higher input costs

In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore

Global Daily: A bumpy ride

With so much of economic growth currently riding on the AI boom, wobbles in the sector were the main reason for a fall in Treasury yields.

Exclusive ABS Comment: ABS primary presses on

Higher oil prices, rising rates, a hawkish ECB, sovereign concerns centred on France in addition to persistent heavy supply contributed to wider credit spreads recently.

Everyone’s favorite antagonist, featuring Dave Infante

In this episode, we step back to discuss the trade coverage ecosystem and the tension between corporate talking points and uncomfortable truths.

When Trade Meets Economic Security

EU-China trade relationship under pressure

Exclusive Covered Bond Comment: Playing it short

Chinese F&A companies play strategic Go game to capture dividends in the global food economy

How can Chinese food and agribusiness companies leverage their strengths to capture three future dividends: food security, the global middle class, and supply chains?

Global Daily: Star-crossed

Read today's Global Daily!

Midterms and Markets

The midterm elections could mean a shift from unified Republican government to divided government.

Global Daily: Hide your fridges, hide your ovens!

Read today's Global Daily

October WASDE – The corn ultimatum

In the latest episode of the Agri Commodities podcast, Carlos Mera, Head of Agri Commodities Markets Research, and Charles Hart, Senior Commodity Analyst,