Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
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.
Consumer Foods-to-Go Wrap! Reviewing April in food
April served up big signals for the food industry, and we’re breaking them down. In this episode, we unpack the month’s headlines through three lenses
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
ECB comment: June or never?
President Lagarde foreshadows a rate hike in June.
Eurozone growth slowed ahead of the Iran war
The Eurozone economy grew 0.1% q/q in Q1. The slowdown ahead of the Iran war reflects, in part, delayed effects of US import tariffs.
Bank of England: ABC: Alert, but careful?
As expected, the Bank of England held the Bank Rate at 3.75%. Chief economist Huw Pill was the lone hawkish dissenter.
Australia and New Zealand
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Australia agribusiness May 2026: Conflict abroad, consequences at home
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 May 2026: Resilient prices weather macro volatility
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.
Are diesel prices squeezing Brazil’s farm margins – and what does that mean for sugar prices?
Rabobank’s Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production.
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...
The seasonal shift shaping New Zealand dairy and livestock markets
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets.
China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
Australian farmland price outlook 2026: Growth of farmland values expected to ease amid tight on-farm margins
Outlook for Australian farmland values shows stabilisation in 2025 and a shift to moderated growth, with grazing gains, softer arable prices and low single-digit growth.
Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch’s latest Semiannual Fertilizer Outlook,
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.
Rain, cropping area, and margins: early signs from the 2026/27 Australian winter crop
In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia’s 2026/27 winter crop, drawing on what’s being said on the ground.
North America
Banxico cut its policy rate 25bp to 6.50% at the May 7 meeting
Consumer Foods-to-Go Wrap! Reviewing April in food
April served up big signals for the food industry, and we’re breaking them down. In this episode, we unpack the month’s headlines through three lenses
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
The sprint: Data centers are building a parallel energy system in the US
Hyperscalers are moving from buying power to owning the power pipeline in the US.
Governor Powell
As widely expected, the FOMC remained on hold.
Exclusive Global mushroom cultivation is becoming larger in scale and more automated
Mushroom growers worldwide are scaling up and embracing automation as stagnant demand, labor shortages, and sustainability pressures intensify in many regions.
South America
Are diesel prices squeezing Brazil’s farm margins – and what does that mean for sugar prices?
Rabobank’s Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production.
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
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 Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Exclusive Energy Charts of the Week
A short energy update
Exclusive Risks persist despite fragile ceasefire
Domestically, March’s IPCA printed above all expectations, already incorporating some of the Middle East pass-through. Externally, the US and Iran agreed a two-week cea
Asia
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...
China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan
Exclusive Global mushroom cultivation is becoming larger in scale and more automated
Mushroom growers worldwide are scaling up and embracing automation as stagnant demand, labor shortages, and sustainability pressures intensify in many regions.
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
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.
Africa
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.
Climate change redefines suitability and resilience in global arabica coffee production
From Brazil to Ethiopia, climate change is reshaping where arabica coffee thrives, forcing the coffee supply chain to rethink sourcing, resilience, and long‑term supply.
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.