Europe
Bank of England: Outsourced policy
We expect the Bank of England to leave Bank Rate unchanged at 3.75% on 30 July.
Research
The ECB holds to hike another day
The ECB saw no reason to hike rates today, but Lagarde hinted at a rate increase in September. This remains our base case.
Research
Exclusive Too Hot to Cool Down
Geopolitical risk is keeping gas prices high, feeding directly into Europe’s gas-exposed power markets.
Research
Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.
Research
Northern Hemisphere grains & oilseeds update, July 2026
In this week’s episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets,
Podcast
Dutch nitrogen plans bring stricter targets, zoning, and a smaller herd
The government's plans propose company-specific emissions ceilings, additional requirements in zones, and a ceiling to livestock density.
Research