Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Exclusive ❶ OPEC ❷ NOPEC ❸ Pecking O
The Iran war could plausibly foreshadow more fragmented energy markets, with split systems of defence, FX and swaplines, leaving middle powers in a difficult position.
Global Daily: Back to the Well
Hormuz diary, day 79. The strait remains functionally closed and global crude and refined product stocks are rapidly drawing down...
Exclusive Oil markets under pressure
In this special we developed a partial global oil supply chain model to assess bottleneck risks and analyse how markets adjust under disruption scenarios.
Remaking the world economy: America Perestroika and global trade
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Exclusive Australian beef seasonal outlook 2026: Strong markets holding but don’t rush the gate
Australia’s cattle sector hits record output, while strong export demand supports prices – although seasonal shifts and inflation pose key risks.
Up and down we go
Oil markets are experiencing extreme volatility, reacting to every new – often conflicting – signal from the White House on the war’s outcome.
Banxico cut its policy rate 25bp to 6.50% at the May 7 meeting
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Australia agribusiness May 2026: Conflict abroad, consequences at home
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...