Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Exclusive Global pork quarterly Q4 2026: Weaker demand trends add new risks to 2027 production outlook
Global pork markets face weaker demand, rising costs, and shifting trade flows, increasing uncertainty around production plans for 2027.
Exclusive From market access to assured supply: How New Zealand can win in a precarious trading environment
Assured supply is the new competitive advantage; New Zealand can differentiate itself by reliably delivering high-quality food during disruptions.
Exclusive Building export resilience: Managing the next demand challenge for US pork
US pork exports were a key driver of industry growth, but the market is changing. The industry must redouble efforts to diversify and maintain access to ensure success.
Exclusive From market access to systems access: New Zealand agribusiness in the age of economic statecraft
New Zealand agribusiness can no longer assume that market access alone guarantees successful exports.
The great electrification: Europe’s race for energy independence
In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."
When Trade Meets Economic Security
EU-China trade relationship under pressure
Global Daily: Give Yourself a Pat on the Back
Growing up in Australia in the 1990s one would inevitably encounter curiously ‘Aussie’ cultural practises...
Global Daily: My Word is My Bond
US and European equity indices were firmly in the black on Friday as the recent run up in bond yields took a breather...
Exclusive Australian 2026/27 winter crop forecast: Production and grain prices
Total production is forecast to fall 7.9% YOY, as east coast losses and lower wheat output outweigh stronger crops in South Australia and Victoria.
Global Daily: Thumos-maxxing
US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...
From Hormuz to El Niño: Global disruption, not wheat shortages, is driving Australian wheat prices
Markets are pricing in disruption rather than a wheat shortage, with implications for Australian wheat prices, costs and farm margins.
Global Daily: Hey chat, fix my finances
European equity indices fell sharply yesterday, pacing gains in sovereign yields for France, Italy and Greece...