Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Global Daily: When a Toll Isn't a Toll
Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...
Exclusive Could the ECB raise the minimum reserve requirement?
The ECB is reportedly considering raising the minimum reserve requirement from 1% to 2%. This would roughly offset the additional interest costs of the June rate hike.
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026
Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food and beverages.
The great electrification: The power of the sun in the EU
Solar is central to Europe’s energy system, but midday concentration drives price declines and grid pressure. Battery storage is key to unlocking further growth.
What's on the Menu? Foodservice update 1H 2026
New market dynamics redefine international growth strategies in foodservice. An update on current developments and indicators in the foodservice industry.
Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.
Australia and New Zealand
Where are all the sheep? A look at Australia and New Zealand’s sheep markets
Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production?
Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness monthly July 2026: Strong supply, markets diverge
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Palm oil outlook to 2031: Structural tightness to keep prices elevated
In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031.
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
Southern Hemisphere grain and oilseed June update: Skyrocketing production costs and El Niño uncertainty
In this episode, members of the global RaboResearch team provide a brief update on grain and oilseed markets and production across some of the Southern Hemisphere’s...
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.
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
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
North America
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.
Fertilizer markets under pressure: tight supply, softer prices, and a shifting outlook
In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America
Global Daily: When a Toll Isn't a Toll
Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026
Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food and beverages.
USDA Acreage and Grain Stocks: Wheat surprises
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's recent Acreage
What's on the Menu? Foodservice update 1H 2026
New market dynamics redefine international growth strategies in foodservice. An update on current developments and indicators in the foodservice industry.
South America
Exclusive Brazilian coffee monthly update: June 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Between Signals and Flexibility: the Central Bank’s Communication in F
Domestically, both the Copom Minutes and the Quarterly Inflation Report (RPM) highlighted an asymmetrically upside-skewed inflation risk balance and suggested a declining
Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.
External “hawk”, Brazil “dove”
Externally, in the U.S., the FOMC kept interest rates unchanged (3.50%–3.75%), removed forward guidance, and signaled a more hawkish stance amid persistent uncertainty,
Exclusive Brazilian G&O monthly update – June 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: When a Toll Isn't a Toll
Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...
What's on the Menu? Foodservice update 1H 2026
New market dynamics redefine international growth strategies in foodservice. An update on current developments and indicators in the foodservice industry.
Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Southern Hemisphere grain and oilseed June update: Skyrocketing production costs and El Niño uncertainty
In this episode, members of the global RaboResearch team provide a brief update on grain and oilseed markets and production across some of the Southern Hemisphere’s...
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.
Africa
Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.
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