Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
ECB post-meeting comment: Not static, not dynamic
The ECB kept its policy rates on hold for a fourth straight meeting.
Bank of England: 5-4; 4-5; or 4-4-1?
The Bank of England cut Bank Rate by 25bp to 3.75%, as expected. The 5-4 vote split was also in line with expectations.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
Dutch housing market quarterly: No signs of cooling even as supply grows
The sell-off wao 4.8% in 2026.
Eurozone outlook 2026
The Eurozone economy outperformed expectations in 2025.ï‚ŸGrowth is projected to soften somewhat in the near term and to reaccelerate over the course of 2026.
Global outlook 2026: New rules, different economy
Although 2026 may initially appear to be a more stable year, geopolitical risks remain a defining factor.
Australia and 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...
Lessons learned from Agritechnica 2025
Join Paul Joules as he chats with Doriana Milenkova and Barend Bekamp, about the key insights and themes from their visit to Europe’s leading agritech trade show.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
How weight loss drugs drive change in the food and agriculture sector
Join Stefan Vogel and Julia Buech, as they discuss the impact weight-loss drugs have on the food industry.
The only way is up? Reviewing the Reserve Bank of Australia's December decision
Join RaboResearch’s Senior Market Strategist Ben Picton as he unpacks the RBA’s December cash rate decision.
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.
North America
Exclusive Canada 2026 Outlook: The cycle of Protectionism
The Canadian economy has deteriorated rapidly as it tries to adjust to a world dominated by protectionism, and new challenges posed by its southern neighbor.
Exclusive Banxico Post-Decision Report: The "S" word?
Banxico released its decision to cut the overnight policy rate 25bp to 7.00% at the December 18 meeting.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
The biggest beverage stories of the last decade
The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks...
Exclusive Banxico Preview: "Cuts signal complacency"
We expect Banxico to cut the overnight policy rate by 25bp to 7.00% at the December 18 meeting. This is the unanimous view of Bloomberg surveyed analysts.
Global outlook 2026: New rules, different economy
Although 2026 may initially appear to be a more stable year, geopolitical risks remain a defining factor.
South America
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.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
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...
Asia
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.
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...
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.
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.