Australia

Mountains to Climb: The Road Ahead for the RBA Cash Rate
This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.

Exclusive Global beef quarterly Q3 2026
Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Is Australia’s cheese-centric dairy model running out of milk protein?
In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model.

Australia agribusiness monthly August 2026: War impacts fuel and grain prices
Here are the main highlights for some of Australia’s key commodities and economic influences this month.

Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.

From China to cheese: The next chapter in dairy trade
In this episode, Michael Harvey and Emma Higgins discuss the release of RaboResearch's World Dairy Map 2026, exploring how global dairy trade is evolving. The conversation examines why cheese has emerged as the standout growth engine of global dairy trade, the implications of China's changing import demand, and how growth opportunities are increasingly shifting toward Southeast Asia, the Middle East, and Latin America.
