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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.
Australian almond outlook – Replanting for growth beyond 2030
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.
Agri commodity outlook 2026: Sugar
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 20
Five-year California almond outlook
Prices are pised to increase. An upcoming reduction in bearing acreage due to the aging-out of trees will tighten supplies.
Exclusive Global animal protein outlook 2026
Global animal protein production growth will continue to slow in 2026. Seafood and poultry will see the strongest increases, while beef and pork output will decline.
Exclusive Commodity snapshot - A bridge to where?
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Financial Markets
ECB preview: The ECB goes into hibernation
We don’t see any reason for the ECB to change its policy. Neither does the market. Another hold will probably cement the markets’ view that the cutting cycle is over.
Bank of England - ... and cut!
We expect the Bank of England to cut Bank Rate by 25bps to 3.75% at its December meeting.
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
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ECB preview: The ECB goes into hibernation
We don’t see any reason for the ECB to change its policy. Neither does the market. Another hold will probably cement the markets’ view that the cutting cycle is over.
Australian almond outlook – Replanting for growth beyond 2030
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.
Bank of England - ... and cut!
We expect the Bank of England to cut Bank Rate by 25bps to 3.75% at its December meeting.
Dutch economy expected to continue growing in 2026 and 2027, but unemployment will rise
The Dutch economy is expected to continue growing by 1.3% over the next two years, driven mainly by household consumption and government spending.
Global Daily: The cold shoulder
Tensions remain high as Russia and Ukraine fail to reach a ceasefire agreement, even as U.S. pressure mounts.
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.