Geopolitics

Lame Dux Bellorum

The NASDAQ and S&P500 rallied on Friday despite a stronger-than-expected payrolls report helping to push Treasury yields higher...

Newsletter
9 November 2026
RaboResearch

Exclusive Global pork quarterly Q4 2026: Weaker demand trends add new risks to 2027 production outlook

Global pork markets face weaker demand, rising costs, and shifting trade flows, increasing uncertainty around production plans for 2027.

Update
28 October 2026
RaboResearch

Exclusive From market access to assured supply: How New Zealand can win in a precarious trading environment

Assured supply is the new competitive advantage; New Zealand can differentiate itself by reliably delivering high-quality food during disruptions.

Research
28 October 2026
RaboResearch

Exclusive Building export resilience: Managing the next demand challenge for US pork

US pork exports were a key driver of industry growth, but the market is changing. The industry must redouble efforts to diversify and maintain access to ensure success.

Research
26 October 2026
RaboResearch

Exclusive From market access to systems access: New Zealand agribusiness in the age of economic statecraft

New Zealand agribusiness can no longer assume that market access alone guarantees successful exports.

Research
19 October 2026
RaboResearch

The great electrification: Europe’s race for energy independence

In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."

Podcast
19 October 2026
RaboResearch
Geopolitics - Rabobank