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North America

Find the latest economic insights from the US, Canada, and Mexico, where local experts cover food and agribusiness, the energy transition, and global financial markets.

RNDC, Brown-Forman for sale, and Uncle Nearest crashes out: the most important stories of 2026 (so far)

Sarah Barrett, Managing Editor at Wine & Spirits Daily, and Chris Shepard, Senior Editor at Beer Marketer’s Insights, join us to debate the most impactful stories so far.

Podcast
14 July 2026
RaboResearch

CCUS and natural gas: three pathways to scale, but with limits

CCUS is most likely to scale in applications where infrastructure access, high utilization, and supportive economics converge.

Research
14 July 2026
RaboResearch

Exclusive Bank of Canada Preview: Another business omen?

We expect the Bank of to keep the overnight rate unchanged at 2.25%, a view shared by most Bloomberg surveyed economists and broadly reflected in market pricing.

Research
11 July 2026
RaboResearch

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market

Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.

Research
9 July 2026
RaboResearch

How shifting acreage on US farms might impact Australian prices

RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest

Podcast
8 July 2026
RaboResearch

Trimming Inflation, Trimming the Fed

With the Fed’s new task force on inflation frameworks, we could see trimmed inflation measures gain increased prominence in monetary policy decision-making.

Research
7 July 2026
RaboResearch