Europe
Follow key economic developments from Europe and the eurozone, with local expertise on national economies, politics, food and agribusiness, the energy transition, sustainability, and more.
Bank of England - ... and cut!
We expect the Bank of England to cut Bank Rate by 25bps to 3.75% at its December meeting.
Dutch economy expected to continue growing in 2026 and 2027, but unemployment will rise
The Dutch economy is expected to continue growing by 1.3% over the next two years, driven mainly by household consumption and government spending.
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Carbon capture, utilization, and storage in Europe - Part 2: Costs, financing and the race to scale up
This report provides an overview of carbon capture, utilization, and storage (CCUS) project cost characteristics, support schemes, and the current project pipeline...
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Global Daily: Sky's the Limit?
Major US indices closed high on Friday evening as trading resumed following the Thanksgiving holiday...
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
UK Budget: Reeves and Repeat
This Autumn Budget again front-loads spending increases while deferring the associated tax rises until around the election year.
Exclusive Agtech in focus: Key talking points from Agritechnica 2025
RaboResearch highlights five Agritechnica 2025 trends: weak margins, US market woes, practical innovation, slow digital adoption, and a talent gap.
Global Daily: EU and Whose Army?
Bonds and equities rallied on Friday and Brent crude prices fell by more than 1% as markets digested the details of a 28-point peace plan drafted by US and Russian...
