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 Banxico Update: Skewed to the downside
We still expect one more 25bp cut from Banxico in Q2, but have moved that cut up to May from June.
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Exclusive Brazil agribusiness quarterly Q1 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.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Exclusive Food price inflation to hit European wallets by Christmas
Food price inflation will rise in Europe due to higher energy costs, triggering consumer reaction and possibly declines in retail sales volumes and foodservice traffic.
Exclusive From trade disputes to packaging laws – the trends shaping the US strawberry industry in 2026
The US strawberry market benefits from strong supply and steady demand, but trade uncertainty, packaging regulation, and seasonal influences could shape dynamics in 2026.
Exclusive Fueling the future: How the new biofuel demand wave could reshape Australia’s canola sector
Shifting global regulations and rising Asia‑Pacific demand are redefining vegetable‑oil markets for the decade ahead.
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
Monthly Outlook: War and Peace
For now, we stick to our scenario of the Iran war being over in 2-3 weeks on largely US terms, then a slow return to normal for energy… but not for geopolitics.
Exclusive Buying time
Externally, the U.S.–Iran conflict has now reached the one‑month mark with no concrete progress, heightening global uncertainty and raising risks for inflation and fina
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.