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The global dairy market is poised for modest growth in 2025, driven by steady supply expansion and export demand amid evolving trade dynamics. After a 2024 that saw milk production weakness across ...
Dairy commodity prices are high despite economic headwinds and trade tensions. Rising supply and fragile demand could lead to a gradual market recalibration in 2H 2025. Trade uncertainty, driven by ...
General Manager – RaboResearch Australia & New Zealand. Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming ...
Since President Trump took office in early 2025, uncertainty and unpredictability have reverberated through global markets, including the global beef market.
General Manager – RaboResearch Australia & New Zealand. 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 ...
Due to the continuing mismatch between supply and demand, owner-occupied homes are expected to become 8.6% more expensive on average this year, followed by a slightly lower price increase of 5.7% in ...
Generation Z is drinking less compared to prior generations. We break down what is driving the declines and assess whether lower consumption levels will persist. In the US, data suggests that ...
Winds of change: Europe strives to shield domestic wind turbine industry as Chinese rivals breeze in
Europe has set ambitious goals to expand its wind energy capacity. European turbine manufacturers have traditionally dominated the domestic market and the global market outside of China, but intense ...
Trump's return means: tax cuts, deregulation, defense spending, and tariffs. Expect higher inflation, slower GDP growth, and bigger deficits, impacting global F&A trade. Donald Trump’s return to the ...
Farmers of major grains and oilseeds will enter 2025 with much more compressed margins – negative in some cases – and a very uncertain geopolitical outlook. 2024 has been a year of further price ...
In February, the Atlantic Council noted, “Today, the frequency and potency with which governments deploy “economic statecraft” -which includes sanctions, export controls, tariffs, investment ...
Potential tariffs on EU exports to the US could have significant impacts on food and agriculture companies. We analyze trade flows, impacts, and strategic responses. The EU is largely self-sufficient ...
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