Rabobank Knowledge - all articles
Read expert analysis on food and agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Commitment of Agri Commodity Traders - 20 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Energy Insights of the Week
Energy prices continue to climb as the war with Iran disrupts supply and unsettles global markets.
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
The ECB prepares a warning shot
Reality is increasingly shifting towards the ECB’s worse case scenarios, with elevated inflation unless the ECB acts. We pencil in a 25bp rate hike in April.
Heaven Hill on how to thrive in a downturn
From 1970 to 1995, US per capita spirits consumption fell by nearly 50%. Yet some players, like Heaven Hill, emerged stronger and more diversified than when the...
Bank of England: Dire Straits
The Bank of England kept policy unchanged at 3.75%, but stands “ready to act” as the economy confronts yet another supply shock. Its monetary policy is in dire straits.
Geopolitics and the impact of the war in Iran on Australia and the world
A discussion on the impact of the war in Iran and wider geopolitical implications on Australia’s and New Zealand’s economy and agriculture.
Global Daily: Escalate to immolate?
It takes a pretty big development to push the BOC, the FOMC, and the upcoming BOJ, BOE, and ECB meetings off the financial front pages - but yesterday’s and this morning’
FOMC still expects to cut once this year
As widely expected, the FOMC remained on hold at the March 17-18 meeting. Governor Miran dissented again.
Exclusive Bank of Canada Post-Decision Report: Between more rocks...
On March 18, the Bank of Canada released its decision to maintain the overnight policy rate at 2.25%, as had been fully priced in by the market.
Exclusive GBP - closing doors
Money market rates have been quick to reprice the outlook for most G10 central bank meetings since the start of the Middle East conflict.
Exclusive Semana decisiva em meio às incertezas geopolíticas
Externamente, a IEA autorizou a liberação recorde de 400 milhões de barris de petróleo das reservas emergenciais para conter a alta dos preços causada pela guerra no Or