Sustainability
Sustainability is a key issue for Rabobank, our clients, and society. RaboResearch investigates the relationship between the economy and the environment. What are the impacts of new regulations and legislation? What developments are taking place in the circular economy and the energy transition?
Up and down we go
Oil markets are experiencing extreme volatility, reacting to every new – often conflicting – signal from the White House on the war’s outcome.
Banxico cut its policy rate 25bp to 6.50% at the May 7 meeting
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.
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.
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.
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”...
Exclusive Banxico Preview: Looking Through
We expect Banxico to cut the overnight policy rate 25bp at the May 7 meeting. This is likely to be the last cut from the central bank, implying a terminal rate of 6.50%.
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
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.
Governor Powell
As widely expected, the FOMC remained on hold.