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Exclusive Global beef quarterly Q4 2026

Global beef production is forecast to decline for a second consecutive year in 2027, while high costs and continued trade disruption add pressure across the supply chain.

France: a crisis in slow motion?

The repricing of global yields has also eased the pressure on French sovereign spreads somewhat, but it does not solve structural debt sustainability issues.

Lame Dux Bellorum

The NASDAQ and S&P500 rallied on Friday despite a stronger-than-expected payrolls report helping to push Treasury yields higher...

Consumer Foods-to-Go Wrap! Wrapping up October 2026

October was an eventful month! Cyberattacks on food retailers made headlines, and we may not have seen the last of them.

Bank of England: Is this a Mann's world?

The Bank of England raised Bank Rate by 25bp to 4.00%. The 8-1 vote was hawkish, with Mann backing a 50bp increase as she sees regime-shift risks.

Exclusive Europe's dairy comfort zone is moving

Heat-related EU milk losses could nearly triple by 2050, increasing climate adaptation costs and putting further pressure on dairy competitiveness.

Exclusive Global beef quarterly Q4 2026

Global beef production is forecast to decline for a second consecutive year in 2027, while high costs and continued trade disruption add pressure across the supply chain.

Australian and New Zealand interest rates, inflation, and geopolitical risk

RaboResearch Senior Strategist Ben Picton and General Manager Stefan Vogel break down the latest Reserve Bank of Australia and Reserve Bank of New Zealand rate decisions

Australia agribusiness monthly November 2026: Spring in their step

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 monthly November 2026: Summer on the horizon

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.

At the peak: How the Australian and New Zealand dairy seasons are tracking

RaboResearch Senior Analysts Michael Harvey and Emma Higgins discuss the signals they’re watching as dairy moves beyond the spring peak.

Managing Expectations

This report examines activity, inflation pressures and financial conditions in the Australian economy, providing an update on the outlook for interest rates.

Exclusive From market access to assured supply: How New Zealand can win in a precarious trading environment

Assured supply is the new competitive advantage; New Zealand can differentiate itself by reliably delivering high-quality food during disruptions.

Rushing to Neutral

This report examines economic activity and prices in the New Zealand economy, and provides an outlook for monetary policy in the months ahead.

Crop margins under pressure: Where to from here?

We unpack the outlook for crop margins in 2027, discussing why the global margin squeeze is proving persistent and where growers are feeling the most pressure.

Productivity is key to the Australian sheep industry's growth

The Australian sheep industry's flock is close to record lows with production growth set to remain constrained over the coming five years.

New Zealand’s protein moment: Making every bite count

What do strong red meat prices, smaller appetites, pasture, and cottage cheese have in common? They’re all part of a changing global protein story.

Exclusive From market access to systems access: New Zealand agribusiness in the age of economic statecraft

New Zealand agribusiness can no longer assume that market access alone guarantees successful exports.

Exclusive Global beef quarterly Q4 2026

Global beef production is forecast to decline for a second consecutive year in 2027, while high costs and continued trade disruption add pressure across the supply chain.

Can carbon dioxide removal scale in North America?

The long-term scalability of carbon dioxide removal in North America will ultimately depend on more predictable demand.

The Wine Group on building success, planning for the worst

Two leaders from The Wine Group, John Sutton, CEO, and Jen Evans, CFO, join us for a broad discussion about the state of the wine industry and the difficult and exciting steps they are taking to set themselves up for future success.

Lame Dux Bellorum

The NASDAQ and S&P500 rallied on Friday despite a stronger-than-expected payrolls report helping to push Treasury yields higher...

Consumer Foods-to-Go Wrap! Wrapping up October 2026

October was an eventful month! Cyberattacks on food retailers made headlines, and we may not have seen the last of them.

Blue Tsunami

The midterm elections have turned into a Blue Tsunami.

Exclusive Escalation(s) or de-escalation(s) imminent?

Exclusive Global pork quarterly Q4 2026: Weaker demand trends add new risks to 2027 production outlook

Global pork markets face weaker demand, rising costs, and shifting trade flows, increasing uncertainty around production plans for 2027.

Global Daily: Another 2026 Day Ending in Y

Well, that was a classic 2026 Monday...

Global Daily: Politics as Unusual

Elections, war and central banks are shaping up as dominant themes in financial markets this week, providing ample scope for volatility.

Brazilian coffee monthly update: September 2026

Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.

Brazilian G&O monthly update – October 2026

Read our latest report on Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.

Exclusive Global beef quarterly Q4 2026

Global beef production is forecast to decline for a second consecutive year in 2027, while high costs and continued trade disruption add pressure across the supply chain.

Super-tech platforms will reshape China’s food and grocery delivery market

China’s super-tech platforms are using food and grocery delivery to build high-frequency consumer engagement across wider digital ecosystems.

Lame Dux Bellorum

The NASDAQ and S&P500 rallied on Friday despite a stronger-than-expected payrolls report helping to push Treasury yields higher...

Global Daily: Showdowns

This week is shaping up as a series of showdowns. In the United States we have the midterm elections where prediction markets favour the Democrats...

Exclusive Escalation(s) or de-escalation(s) imminent?

Exclusive Global pork quarterly Q4 2026: Weaker demand trends add new risks to 2027 production outlook

Global pork markets face weaker demand, rising costs, and shifting trade flows, increasing uncertainty around production plans for 2027.

Exclusive Global poultry quarterly Q4 2026: Fast growth, rising costs and volatility, increasing market divergence

Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets

The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.

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