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?
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.
Global Daily: Foggy, foggy war
With US stocks up and screen oil down for a second day, markets continue to price the starkly binary physical outcomes in front of us on the side full of stardust.
Exclusive Risks persist despite fragile ceasefire
Domestically, March’s IPCA printed above all expectations, already incorporating some of the Middle East pass-through.  Externally, the US and Iran agreed a two-week cea
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...