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?
Eurozone economy defies tariffs and turmoil
Eurozone GDP grew 0.3% q/q in the final quarter of 2025, outperforming expectations. This lifts the growth rate for 2025 to 1.4% y/y after 0.8% y/y in 2024.
Euro appreciation does not warrant a policy response yet
We still expect the ECB to stay on hold throughout 2026. Lagarde may try to slow the euro’s momentum a bit with verbal intervention.
New Zealand agribusiness outlook 2026: Playing on the new global board
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness.
Exclusive Global pork quarterly Q1 2026: Industry takes a cautious approach to growth; refocused on productivity
Global pork markets in 2026 are defined by tightening herds, shifting trade policies, and persistent disease pressures.
Time to tap the brakes?
The Reserve Bank of Australia’s policy rate board will announce its first policy rate decision for 2026 on the 3rd of February.
Global Daily: TechnoFEDalism
The US Federal Reserve’s rate setting committee left the Fed Funds rate unchanged at 3.50-3.75%...
The US scrambles to meet surging power demand by 2030
The US power grid wasn't built for this decade's challenges. Can the gap between current generation capacity and 2030 peak demand be closed in time?
Global Daily: Rage against the dying of the light
The de-Dollarisation meme rolled on yesterday as the Bloomberg Dollar spot index sank to its lowest reading since February of 2022...
Global Daily: Capital Punishment
J.P. Morgan once famously remarked that “gold is money, everything else is credit.”
Exclusive Bank of Canada Preview: Business outlook or business omen?
We expect the Bank of Canada to maintain the policy rate at 2.25% at the January 28 decision.
In the Eye of the Storm
The FOMC is widely expected to keep the target range for the federal funds rate unchanged at 3.50-3.75% at the January 27-28 meeting.
European drone investments: Mapping the value chain
This report assesses the economic impact of boosting EU drone production, tracing value added across supply chains and highlighting gains, leakages, and dependencies.