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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.
China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan
Exclusive ACMR Monthly April 2026: Energy constraints and weather risks
Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Coffee, Cocoa, Cotton and Dairy.
Is there a global food crisis coming?
We discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops.
Exclusive Global mushroom cultivation is becoming larger in scale and more automated
Mushroom growers worldwide are scaling up and embracing automation as stagnant demand, labor shortages, and sustainability pressures intensify in many regions.
Australian farmland price outlook 2026: Growth of farmland values expected to ease amid tight on-farm margins
Outlook for Australian farmland values shows stabilisation in 2025 and a shift to moderated growth, with grazing gains, softer arable prices and low single-digit growth.
Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch’s latest Semiannual Fertilizer Outlook,
Financial Markets
Exclusive Banxico Preview: Looking Through
We expect Banxico to cut the overnight policy rate 25bp at the May 7 meeting. This is likely to be the last cut from the central bank, implying a terminal rate of 6.50%.
Exclusive USD/JPY - will it work?
A currency pair will turn when the fundamentals dictate that it should be moving in the other direction.
ECB comment: June or never?
President Lagarde foreshadows a rate hike in June.
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Exclusive Banxico Preview: Looking Through
We expect Banxico to cut the overnight policy rate 25bp at the May 7 meeting. This is likely to be the last cut from the central bank, implying a terminal rate of 6.50%.
Exclusive USD/JPY - will it work?
A currency pair will turn when the fundamentals dictate that it should be moving in the other direction.
China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan
Final warning(s)?
Despite central banks keeping their powder dry, warnings have been issued; but also in the markets and geopolitical domain it's been raining warnings.
ECB comment: June or never?
President Lagarde foreshadows a rate hike in June.
Eurozone growth slowed ahead of the Iran war
The Eurozone economy grew 0.1% q/q in Q1. The slowdown ahead of the Iran war reflects, in part, delayed effects of US import tariffs.