Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
UK: From Securonomics to Vibonomics
Andy Burnham swaps “securonomics” for “vibonomics”: he wants to improve confidence before pursuing tougher reforms.
Exclusive Beyond geopolitical rocking
Hormuz flows could revive on a proposed Iran-Oman route, easing one geopolitical risk, but Europe’s winter energy risks extend beyond the Middle East.
Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Bank of England: Revealed preference
The Bank of England left Bank Rate unchanged at 3.75%, exactly as markets and economists had expected.
Australia and New Zealand
New Zealand Economic Update: August 2026
This report examines the performance of the New Zealand economy in July and early August and explores the outlook for New Zealand interest rates in the months ahead.
Exclusive Milk protein scarcity challenges Australian dairy’s cheese-centric model
For Australia's dairy sector the key strategic challenge is determining what mix of products creates the greatest value from an increasingly scarce pool of dairy protein.
Feeding the future: The coproduct that determines how far Australia can scale crushing
Where should Australia crush canola once meal is also treated as core to the economics?
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Australia agribusiness monthly August 2026: War impacts fuel and grain prices
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
New Zealand agribusiness monthly August 2026: Good prices, but plenty to watch
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
War escalations drive wheat and diesel prices higher
Attacks on Ukrainian and Russian ports have disrupted grain exports, lifting prices. Stefan Vogel and Ben Picton discuss grains, diesel, and more.
Better calves, better returns
In this episode, Jen Corkran and Emma Higgins explore the growing dairy-beef opportunity in New Zealand.
From China to cheese: The next chapter in dairy trade
In this episode, Michael Harvey and Emma Higgins discuss the release of RaboResearch's World Dairy Map 2026, exploring how global dairy trade is evolving. The conversation examines why cheese has emerged as the standout growth engine of global dairy trade, the implications of China's changing import demand, and how growth opportunities are increasingly shifting toward Southeast Asia, the Middle East, and Latin America.
Australia's 2026/27 crop update: from a late, dry start to strong prospects
In this episode, RaboResearch analyst Vítor Pistóia takes listeners around the country to assess current crop conditions and the outlook for the 2026/27 season.
New Zealand mid-year check-in: Record production, strong prices, and El Niño watch
Emma Higgins and Jen Corkran review New Zealand’s agricultural outlook, highlighting dairy production, beef and lamb prices, and farm profitability.
North America
Nutrient density as an emerging opportunity for cold storage
Nutrient density could enhance the strategic importance of cold storage within the food supply chain.
Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Liquid Assets: My favorite things
New drinks aplenty and trends always changing, Exploring culture, with the drinks we are raising Asking a stranger, “Why did you order that thing?” These are a few of my
South America
Brazilian coffee monthly update: July 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Mixed signals on economic activity
IBC-Br points to a modest acceleration in economic activity in May, but the outlook remains weak for the rest of the year. In May, the IBC-Br—a monthly proxy for Brazil
Exclusive After decades of growth, Brazil's soybean area expansion pauses
Brazil’s soybean area is expected to stabilize in 2026/27 as tighter margins and credit conditions curb expansion.
Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.
Brazilian G&O monthly update – July 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.
Asia
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Global Daily: Financial Fort Sumter
US equity markets approached record highs yesterday as traders basked in the afterglow of Donald Trump’s decision to (again) call off Iran strikes in favour of diplomacy.
A mixed GDPicture
China’s economy slowed more significantly than was generally anticipated, data showed in July.
Northern Hemisphere grains & oilseeds update, July 2026
In this week’s episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets,
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%...
Africa
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 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.