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?
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.
Iran war causes heterogenous shocks across member states
The Iran war delivers a stagflationary shock. Italy and Germany are most exposed, while Spain is more resilient; energy mix, fiscal support and buffers explain this.
Sock puppet
The confirmation hearing of Fed Chair nominee Kevin Warsh by the Senate Banking Committee was a very partisan affair.
Australian Housing Affordability: The Perennial Debate
This report examines housing affordability in Australia through a historical lens, exploring the contribution of supply and demand side factors.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
Global Daily: Schrodinger's Market
Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world...
Exclusive Energy Charts of the Week
A short energy update
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz....
The great electrification of transport: Unlocking efficiency gains
The transport sector consumes 47% of all of the EU’s oil demand, and given the lack of significant oil reserves, this is almost entirely imported from abroad.
Global Daily: Can you price in no longer pricing things in?
Markets have decided the Iran war and Hormuz blockades are over, and everything is going to be better than normal imminently: the Nasdaq and S&P are at all-time highs.
New Zealand Economic Update: April 2026
This report provides an update on the New Zealand economy as at April 2026.