Rabobank

Australia and New Zealand

Discover the latest economic insights from experts across Australia and New Zealand. Our specialists in the region provide in-depth coverage of the local food and agribusiness sector.

The RBA cash rate outlook: Mountains left to climb

Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy.

Podcast
4 September 2026
RaboResearch

Russian and Ukrainian grain export disruptions and the impact on grain prices

General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers behind higher grain prices, as well as the potential for further rises and what could cause prices to retreat again.

Podcast
3 September 2026
RaboResearch

Australia agribusiness monthly September 2026: The price gains of sugar, cotton, and grains

Here are the main highlights for some of Australia’s key commodities and economic influences this month.

Update
2 September 2026
RaboResearch

New Zealand agribusiness monthly September 2026: A spring in the step for spring

Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.

Update
2 September 2026
RaboResearch

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand

Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Update
2 September 2026
RaboResearch

Global Daily: The Natural Equilibrium

G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...

Newsletter
1 September 2026
RaboResearch

Mountains to Climb: The Road Ahead for the RBA Cash Rate

This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.

Research
26 August 2026
RaboResearch

Exclusive Global beef quarterly Q3 2026

Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Update
26 August 2026
RaboResearch

Is Australia’s cheese-centric dairy model running out of milk protein?

In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model.

Podcast
26 August 2026
RaboResearch

Exclusive Global Dairy Top 20: M&A and specialization reshape the rankings

Consolidation is accelerating across the dairy sector, with major mergers, acquisitions, and portfolio changes reshaping the ranks of the industry’s biggest players.

Update
26 August 2026
RaboResearch

New Zealand Economic Update: August 2026

This report examines the performance of the New Zealand economy in July and early August and explores the outlook for New Zealand interest rates in the months ahead.

Research
17 August 2026
RaboResearch

Exclusive Milk protein scarcity challenges Australian dairy’s cheese-centric model

For Australia's dairy sector the key strategic challenge is determining what mix of products creates the greatest value from an increasingly scarce pool of dairy protein.

Research
11 August 2026
RaboResearch