Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Canada 2026 Outlook: The cycle of Protectionism
The Canadian economy has deteriorated rapidly as it tries to adjust to a world dominated by protectionism, and new challenges posed by its southern neighbor.
Exclusive JPY - carry on?
Today’s decision by the BoJ to hike its policy rate by 25 bps as expected has failed to support the JPY.
Exclusive Brazilian G&O monthly update – December 2025
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 Bank Bulletin: Anxious optimist – 2026 Outlook Banks
Despite a volatile 2025, spreads are significantly tighter YTD as the tariff story has gradually become ‘old news’, with more structural factors shaping spreads in 2026.
Global Daily: Crash averted?
EU leaders have agreed to provide a EUR 90bn two-year loan to Ukraine. A vote on the Mercosur deal has been delayed. The ECB keeps its rate constant, while the BoE cuts.
Exclusive Banxico Post-Decision Report: The "S" word?
Banxico released its decision to cut the overnight policy rate 25bp to 7.00% at the December 18 meeting.
ECB post-meeting comment: Not static, not dynamic
The ECB kept its policy rates on hold for a fourth straight meeting.
Bank of England: 5-4; 4-5; or 4-4-1?
The Bank of England cut Bank Rate by 25bp to 3.75%, as expected. The 5-4 vote split was also in line with expectations.
Global Daily: Crunch time
European leaders are meeting in Brussels for a two‑day European Council summit. Their agenda covers a range of topics, but the most important is funding for Ukraine.
Lessons learned from Agritechnica 2025
Join Paul Joules as he chats with Doriana Milenkova and Barend Bekamp, about the key insights and themes from their visit to Europe’s leading agritech trade show.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
Exclusive EUR/USD - news flow
The USD yesterday afternoon managed something of a comeback.