Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Bank of England - ... and cut!
We expect the Bank of England to cut Bank Rate by 25bps to 3.75% at its December meeting.
Dutch economy expected to continue growing in 2026 and 2027, but unemployment will rise
The Dutch economy is expected to continue growing by 1.3% over the next two years, driven mainly by household consumption and government spending.
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Carbon capture, utilization, and storage in Europe - Part 2: Costs, financing and the race to scale up
This report provides an overview of carbon capture, utilization, and storage (CCUS) project cost characteristics, support schemes, and the current project pipeline...
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
Australia and New Zealand
Australian almond outlook – Replanting for growth beyond 2030
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.
Agri commodity outlook 2026: Sugar
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 20
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
In this episode, RaboResearch analyst VÃtor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack...
Exclusive Australian almond outlook: Replanting for growth beyond 2030
Australia’s almond industry faces a pivotal transition with replanting and moderate expansion; growth beyond 2030 hinges on market development amid water and trade risks.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
Australia agribusiness December 2025: Merry markets from wheat to treats
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness December 2025: A sizzling summer of hot prices​
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Semiannual fertilizer outlook: What's driving prices?
Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch’s Semiannual Fertilizer Outlook report.
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
An Australian beef and lamb wrap-up for 2025 and a (rib)eye to 2026
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026.
North America
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Alignment
President Trump is close to nominating the next Fed Chair. While Kevin Hassett is seen as the leading contender, the name of the nominee may not be particularly relevant.
Five-year California almond outlook
Prices are pised to increase. An upcoming reduction in bearing acreage due to the aging-out of trees will tighten supplies.
It Ain't Over Till It's Over
The FOMC made a 25 bps cut to the target range for the federal funds rate to 3.50-3.75% from 3.75-4.00%.
Exclusive Bank of Canada Post-Decision Report
On December 10, the Bank of Canada announced its decision to maintain the overnight policy rate at 2.25%.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
South America
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Exclusive Ground for concern: Climate impacts on arabica coffee yields in Brazil
Brazilian arabica production shows links between climate and yield. With rainfall shifts and warming ahead, climate-smart strategies are vital to secure coffee’s future.
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Global Daily: Sky's the Limit?
Major US indices closed high on Friday evening as trading resumed following the Thanksgiving holiday...
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
Vene(zuela), vidi, vici?
President Trump is threatening to extend the ‘Donroe Doctrine’ to Venezuela: could we see military action and/or regime change?
Asia
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Global Daily: Don't Count on It
US equities closed mixed on Thursday, despite solid leads from European markets where all of the major indices closed higher...
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
Global Daily: EU and Whose Army?
Bonds and equities rallied on Friday and Brent crude prices fell by more than 1% as markets digested the details of a 28-point peace plan drafted by US and Russian...
Africa
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
Exclusive Blueberry update 2025: Unlocking demand to match expanding supply
Blueberry demand continues to grow globally as supply diversifies. Snacking trends, and industry shifts toward scale, genetics, and year-round supply shape the future.
Exclusive Global beef trade closes the 2020s with rising demand, more limited supply, and persistent volatility
Global beef trade has grown by 14% over the last five years, reaching nearly 13m metric tons in 2024. RaboResearch expects this growth to continue.
Exclusive Global poultry quarterly Q4 2025: Strong outlook on the back of balanced supply and ongoing robust market growth
The global poultry market is poised for continued strength through 2025 and into early 2026, driven by balanced supply and ongoing robust market growth.
Exclusive Table grape update 2025: Global production and exports back on the growth track
Global table grape exports hit a record in 2024/25, driven by Peru and China, with rising demand for green seedless grapes and growth in Southeast Asia.
Exclusive Climate change leads to global volatility in olive oil production and prices
Olive oil supply has become increasingly unstable over the past decade. The key challenge for orchards will be to adapt to changing conditions as volatility grows.