Regions
Stay on top of economic developments around the world with insights from our global team of analysts.
Europe
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
The great electrification: Can the EU power its AI ambitions?
The EU's AI ambitions are accelerating data center demand and pressuring power systems. This report shows how electrification and grid limits shape EU data center growth.
Bank of England Preview: Vigilance
We expect the MPC to keep Bank Rate unchanged at 3.75% at the April meeting and to reiterate the vigilant stance set out in March.
Spain’s renewable hydrogen bet: A test for the EU’s hydrogen ambitions
Spain is betting big on renewable hydrogen, leveraging Europe’s lowest‑cost renewable electricity to position itself as a production and export hub.
Ceasefire gives the ECB some time to assess
With less urgency to act, an April hike is now unlikely. We shift our call for a rate hike to June.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Australia and New Zealand
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
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,
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Rain, cropping area, and margins: early signs from the 2026/27 Australian winter crop
In this episode, RaboResearch analyst VÃtor Pistóia unpacks the early signals for Australia’s 2026/27 winter crop, drawing on what’s being said on the ground.
Revisiting the state of US dairy a year later
One year on from his visit Down Under, US-based RaboResearch Senior Dairy Analyst Lucas Fuess reconnects with RaboResearch Australia's Senior Dairy Analyst Michael Harvey
Australian Housing Affordability: The Perennial Debate
This report examines housing affordability in Australia through a historical lens, exploring the contribution of supply and demand side factors.
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz....
New Zealand Economic Update: April 2026
This report provides an update on the New Zealand economy as at April 2026.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Australia agribusiness April 2026: Fuel and fertiliser pressures
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
New Zealand agribusiness April 2026: A watch on fuel, fertiliser, and freight
Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.
North America
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
Exclusive Bank of Canada Preview: Turnover
We have maintained that we see the Bank holding the overnight policy rate at 2.25% through to year end, which suggests a hold at the April 29 meeting.
Powell's Farewell Tour
ï‚ŸThe FOMC is widely expected to remain on hold at the April 28-29 meeting.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Sock puppet
The confirmation hearing of Fed Chair nominee Kevin Warsh by the Senate Banking Committee was a very partisan affair.
South America
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Exclusive Energy Charts of the Week
A short energy update
Exclusive Risks persist despite fragile ceasefire
Domestically, March’s IPCA printed above all expectations, already incorporating some of the Middle East pass-through.  Externally, the US and Iran agreed a two-week cea
Brazil agribusiness quarterly Q1 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Asia
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Global Daily: Schrodinger's Market
Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world...
Exclusive Energy Charts of the Week
A short energy update
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Africa
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Energy Charts of the Week
A short energy update
Exclusive Global poultry quarterly Q2 2026: Solid global chicken demand, rising geopolitical risks and volatility
The global poultry industry outlook remains strong, with 2.5%-3% growth expected in global consumption.
Climate change redefines suitability and resilience in global arabica coffee production
From Brazil to Ethiopia, climate change is reshaping where arabica coffee thrives, forcing the coffee supply chain to rethink sourcing, resilience, and long‑term supply.
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Exclusive Global beef quarterly Q1 2026
Tightening global beef supplies and China’s introduction of import quotas are set to reshape global trade flows and increase price volatility throughout 2026.