Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Exclusive European crop farming outlook 2026
What's happening to EU farmers’ margins in 2026? Are commodity prices keeping up with farm input costs?
“Best athlete” versus national alignment: The strategy upending US alcohol distribution
In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.
Dutch housing market quarterly: End of the price rally – housing market cools down
The Dutch housing market is visibly cooling down. We do not expect house prices to rise further this year, although the annual growth figure will still be 2.8%.
Bank of England: Hesitation
We expect the Bank of England’s MPC to keep the policy rate unchanged at 3.75%, pushing back our previous expectation of a rate increase at this meeting.
The ECB hiked rates by 25bp. What's next?
The ECB raised the deposit facility rate by 25bp to 2.25%.
Australia and New Zealand
Is this the turning point for New Zealand sheepmeat?
Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
New Zealand agribusiness monthly June 2026: Firm feet for pricing, even with uncertainty
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
May official cash rate decision and New Zealand budget
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand
Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
May RBNZ Decision and Budget Review
May was a busy month for New Zealand economic news with a Reserve Bank of New Zealand meeting and the budget falling on consecutive days...
New Zealand dairy update: High prices and higher stakes
Emma Higgins and Jen Corkran dive into New Zealand’s extraordinary 2025/26 dairy season and discuss what lies ahead. They explore the 2026/27 outlook – where resilient
Australian dairy outlook – Resilience amid wavering confidence
In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new
Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia’s 2026/27 winter cropping season. The discussion highlights an
Aussie budget roundup and economic outlook
Ben Picton examines changes in the Australian federal budget affecting the agriculture space and compares Treasury’s forecasts to those from the RBA.
North America
Forward guidance is gone
As widely expected, the FOMC kept the target range for the federal funds rate unchanged and dropped its easing bias.
Exclusive USMCA Update: Free trade abandoning the free world?
The USMCA is unlikely to be renewed for a full 16-year extension by July 1, 2026 and we instead expect it to enter a rolling one-year review period, extending uncertainty
“Best athlete” versus national alignment: The strategy upending US alcohol distribution
In the US alcohol industry, distributor strategy matters – but no wholesaler can sell a brand better than the brand owner itself.
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Rate cuts are moving further into the future
At Kevin Warsh’s first meeting as Chair, the FOMC is likely to remove the easing bias from the statement and drop the 2026 rate cut from the dot plot.
Exclusive Bank of Canada Post-Decision Report: Durable consumption?
The Bank of Canada released its decision to hold the overnight policy rate at 2.25% at the June 10 decision.
South America
The U.S. and Iran reached a provisional agreement
Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.
Exclusive Brazilian coffee monthly update: May 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
Exclusive Global orange juice market outlook 2026/27: No demand recovery in sight
The global orange juice market faces a challenging 2026/27 season.
Exclusive Longer Stalemate, Higher Prices
As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.
Exclusive Brazilian G&O monthly update – May 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Asia
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
Exclusive Palm oil outlook to 2031: Structural tightness to keep prices elevated
Tight supply and rising biodiesel demand are set to keep global palm oil markets constrained through 2031, with higher prices and greater sourcing challenges ahead.
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
Exclusive Longer Stalemate, Higher Prices
As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.
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.
Africa
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
Exclusive Longer Stalemate, Higher Prices
As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.
The great electrification: Nuclear energy in the changing power system
With aging reactors, high costs, and slow build times, Europe's nuclear output will depend on lifetime extensions rather than new capacity.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Energy Charts of the Week
A short energy update
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.