Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Semiannual fertiliser outlook: What's influencing prices?
Oskar Mitchell is joined by Bruno Fonseca, RaboResearch's Senior Farm Inputs Analyst in Brazil and lead author of the Semiannual Fertiliser Outlook.
Eurozone inflation is re-energized
Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.
Another ECB hike is now more likely than not
We forecast an additional ECB hike to 2.75% in December on the back of higher energy price forecasts.
Exclusive ABS Comment: Heavy supply tests softer market conditions
Several deals priced this week, but indicators point to softer market conditions and some supply congestion.
Global Daily: Members only
UST 10-year yields slid lower over yesterday’s session, retracing more than 9bp from Wednesday’s post-FOMC high of 5.02...
Bank of England: No hold in November?
The Bank of England held rates unchanged, but might hike in November. It also set out an eight-year gilt unwind plan explicitly designed to alleviate long-end pressures.
France: Le Pen would bring fiscal uncertainty and friction with EU
Polls indicate that Le Pen could win the race for the French presidency. Subsequent parliamentary elections could extend uncertainty through spring.
One’s trash is another’s treasure: European circularity moves from ambition to regulation
The EU is moving from circular-economy ambition toward binding market rules.
Exclusive USD/JPY - second order effects
There were a number of parts of Fed Chair Warsh’s opening statement yesterday that could easily be spoken by Governor Ueda following the BoJ policy meeting
Global Daily: No laughing matter
President Trump called Canada’s associate membership “laughable,” before adding that he might consider it a “hostile act” if the EU approves this.
New Zealand Economic Update: September 2026
Consistent with RaboResearch’s forecast, the Reserve Bank of New Zealand lifted the Official Cash Rate by 25bp to 2.75% in early September...
The great electrification: Natural gas is the bridge Europe can’t burn
As Europe electrifies, natural gas will remain a critical bridge fuel, supporting affordability, energy security, and competitiveness while renewable solutions scale.