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 ...

Recovering Brazilian production will help rebalance the global orange juice market in 2025/26, but uncertain demand and climate risks mean volatility will persist. In this report, we evaluate the ...

In a joint statement, the European Union and the United Kingdom announced an agreement that spans, amongst other things, fishery, food, and energy. The UK-EU deal is being hailed as the biggest reset ...

The US Treasury’s first bond auction since Moody’s downgraded the United States on Friday fell flat. The 5% yields that were offered failed to draw sufficient demand, as investors demanded a higher ...

Once a year, RaboResearch takes the Consumer Foods to Go podcast off-piste. Last week, instead of recording from behind our desks, we once again picked up our microphones and visited the Private Label ...

As the saying goes, beauty truly is in the eye of the beholder. For President Trump, the bill may be BIG and it may appear beautiful, but the market disagrees.

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Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

The surge in US recession fears that followed Trump’s tariff announcements sparked a rapid exit from ‘exceptionalism’ trades, which overpowered the USD’s haven properties ...

The Iberian Peninsula experienced a significant electricity blackout in April, leaving Spain and Portugal without power for half a day. This unprecedented event has sparked intense debate about its ...