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Financial Markets
We produce expert analysis and insights on financial markets to help clients navigate a changing world. If you're a Rabobank client, log in to Rabobank Knowledge to discover the latest market developments.

Exclusive JPY - on the turn?
The JPY is the second best performing G10 currency in the half year to date.

Exclusive Credit Compass: Blue undercurrents
From blue tsunami to blue tidal wave, all in less than a week.

Exclusive Commitment of Agri Commodity Traders - 06 November 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.

Exclusive CFTC Speculators' FX Positioning: EUR — Grinding lower
EUR net shorts have increased for the second week in a row to their highest level since January 2016.

Exclusive EUR/GBP - altering images
We have revised higher our expectations for GBP vs. the EUR.

Australian and New Zealand interest rates, inflation, and geopolitical risk
RaboResearch Senior Strategist Ben Picton and General Manager Stefan Vogel break down the latest Reserve Bank of Australia and Reserve Bank of New Zealand rate decisions