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Stay on top of economic developments around the world with insights from our global team of analysts. Read and listen to expert analysis on food & agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Aussie budget roundup and economic outlook
Ben Picton examines changes in the Australian federal budget affecting the agriculture space and compares Treasury’s forecasts to those from the RBA.
Exclusive Australian 2026/27 winter crop forecast: Area and grain prices
Australia’s 2026/27 season is increasingly weather-driven, with east coast dryness, shifting crop mix, and tighter global balances shaping price risks.
Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Exclusive Commodity snapshot - Headlines without Deadlines
Our commodity snapshot report covering Wheat, Soybeans, Sugar & Coffee.
Exclusive Brazilian G&O monthly update – May 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Exclusive Commitment of Agri Commodity Traders - 16 May 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Financial Markets
Exclusive AUD/JPY - change in tempo?
AUD/JPY has lost momentum having reached a recent high earlier this month.
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Exclusive Global Daily - hope and reality
Once again, markets have found some comfort in encouraging remarks from both the US and Iran
All articles
Exclusive AUD/JPY - change in tempo?
AUD/JPY has lost momentum having reached a recent high earlier this month.
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Exclusive Global Daily - hope and reality
Once again, markets have found some comfort in encouraging remarks from both the US and Iran
Aussie budget roundup and economic outlook
Ben Picton examines changes in the Australian federal budget affecting the agriculture space and compares Treasury’s forecasts to those from the RBA.
Exclusive ABS Comment: Quieter week, firmer prints & some action in legacy RMBS
Primary ABS activity has been somewhat quieter this week, particularly notable following the busy pipeline seen the week prior.
Exclusive EUR - bad times?
The EUR reacted poorly to this morning’s shockingly poor French PMI release