South America
Read unique insights from our team in São Paulo, covering food and agribusiness and economics in South America, focusing on Brazil, Chile, Peru, and Argentina.
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.
Exclusive From crisis to competitiveness: The re-rating of Chilean salmon
The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.
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 Brazilian coffee monthly update: June 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Between Signals and Flexibility: the Central Bank’s Communication in F
Domestically, both the Copom Minutes and the Quarterly Inflation Report (RPM) highlighted an asymmetrically upside-skewed inflation risk balance and suggested a declining
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.
External “hawk”, Brazil “dove”
Externally, in the U.S., the FOMC kept interest rates unchanged (3.50%–3.75%), removed forward guidance, and signaled a more hawkish stance amid persistent uncertainty,
The U.S. and Iran reached a provisional agreement
Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.
Southern Hemisphere grain and oilseed June update: Skyrocketing production costs and El Niño uncertainty
In this episode, members of the global RaboResearch team provide a brief update on grain and oilseed markets and production across some of the Southern Hemisphere’s...
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
Exclusive Global orange juice market outlook 2026/27: No demand recovery in sight
The global orange juice market faces a challenging 2026/27 season.
