Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.
Factors shaping the future of EU milk supply
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.
Global Daily: Greenland is very nice...
If Mighty Ducks 2 taught me anything it’s that “Greenland is covered with ice, and Iceland is very nice.”
Exclusive Balance sheet normalisation: what is the ECB's new normal?
Balance sheet normalisation may take another year. The ECB wants refinancing operations to play a bigger role, at the cost of structural bond holdings.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Energy transition and feedstock demands in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
Europe’s energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe’s ...
Australia and New Zealand
Sustainability insights from US producers
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.
Factors shaping the future of EU milk supply
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.
New Zealand Economic Update: January 2026
As we head into 2026 the New Zealand economy is in a conspicuous upswing...
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Energy transition and feedstock demands in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
Europe’s energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe’s ...
Global wine and beer outlook with RaboResearch Global Strategist Steve Rannekleiv
Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drugs, alternative ...
New Chinese beef import quotas and their impact on Australia and New Zealand
On 31 December the Chinese government announced new beef import quotas.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Global geopolitical outlook with RaboResearch Global Strategist Michael Every
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand,
Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson
Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key...
Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson
2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling.
Diving into seafood: 2026 outlook
In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and Novel Sharma...
North America
Exclusive Bank of Canada Preview: Business outlook or business omen?
We expect the Bank of Canada to maintain the policy rate at 2.25% at the January 28 decision.
In the Eye of the Storm
The FOMC is widely expected to keep the target range for the federal funds rate unchanged at 3.50-3.75% at the January 27-28 meeting.
Sustainability insights from US producers
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.
Global Daily: Greenland is very nice...
If Mighty Ducks 2 taught me anything it’s that “Greenland is covered with ice, and Iceland is very nice.”
What MAHA's dietary guidelines mean for US food and agribusiness
New US dietary guidelines prioritize whole, minimally processed foods and may influence demand and policy decisions, with implications for food and agribusiness.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
South America
Exclusive Corn ethanol in Brazil - yellow alert for sugar?
The threat of imbalance in Brazil´s ethanol market creates a yellow alert for the sugar industry, in Brazil and beyond.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Exclusive Brazil agribusiness outlook 2026
This report outlines the macroeconomic backdrop for 2026 and provides an outlook for each of Brazil’s major agribusiness sectors.
Global Daily: Burning the Bridgeheads
2-year Treasury yields closed 4.4bps higher at 3.53% on Friday after December non-farm payrolls showed the unemployment rate falling to 4.4% and wage growth accelerating.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Exclusive Brazilian G&O monthly update – December 2025
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
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Global Daily: Burning the Bridgeheads
2-year Treasury yields closed 4.4bps higher at 3.53% on Friday after December non-farm payrolls showed the unemployment rate falling to 4.4% and wage growth accelerating.
New Chinese beef import quotas and their impact on Australia and New Zealand
On 31 December the Chinese government announced new beef import quotas.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Global outlook 2026: New rules, different economy
Although 2026 may initially appear to be a more stable year, geopolitical risks remain a defining factor.
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.
Africa
Exclusive Taking East African floriculture to the next level
Kenya’s floriculture sector is growing fast, tackling risks and sustainability through diversification, digitalization, and global collaboration.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
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.
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.