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Welkom bij de Economiepodcast van RaboResearch, de onderzoeksafdeling van Rabobank. Wij volgen, analyseren en voorspellen onder meer nationale en internationale (macro-)economische, politieke en financiële ontwikkelingen. Daarbij kijken we niet alleen naar de dag van morgen, maar ook naar economische ontwikkelingen op de (middel-)lange termijn. Dit onderzoek resulteert in beschrijvingen en voorspellingen van scenario's voor economische grootheden. We vertalen onze analyses in toegepaste kenn ...
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Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
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What tight urea supplies mean for global prices and Australian farmers
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Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing urea prices. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.…
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Welke kansen bieden vrijkomende koopwoningen van ouderen?
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Door de vergrijzing en het toegenomen eigenwoningbezit zijn er steeds meer oudere huiseigenaren. Welke kansen bieden de koopwoningen die vrijkomen als ouderen overlijden of verhuizen voor woningzoekenden? RaboResearch en het Kadaster zochten dit recent uit in een gezamenlijk onderzoek. In deze aflevering praten Frank Harleman van het Kadaster en Ca…
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Easter lamb feast – Australian and New Zealand lamb market update
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Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the coming months. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.r…
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Meer lenen voor een koophuis helpt starters niet
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Naast bouwen, zien veel partijen ook heil in het oprekken van de hypotheekregels om starters aan een huis te helpen. Zij ijveren bijvoorbeeld voor hogere hypotheken voor wie nu nog duur huurt. Ook zou de studieschuld minder zwaar of zelfs helemaal niet meer moeten meetellen bij de aanvraag van een hypotheek. Voorstanders wijzen erop dat een hogere …
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What will mandatory climate disclosures mean for Australian agriculture?
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Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture. Disclaimer: This publication is for information purposes only and is general in nature. The information is this publication is not legal advice, financial advice or accounting advice. The information and op…
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Navigating the new US tariffs: Impacts on Australia's and New Zealand's economies and agriculture
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Join Vítor Pistóia and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announced on 'Liberation Day', these tariffs could have significant short- and long-term impacts on the global economy and many farming sectors, such as beef, sheepmeat, wool, grains, and cotton. RaboResearch Di…
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Grain, oilseed, and cotton update – US prospective plantings and geopolitics
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Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat, and soybean area, and the impact of geopolitics and weather on global agricultural markets at the start of 2025. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at htt…
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Australia’s food market is embracing the new normal
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In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get into some the considerations for suppliers in this new normal. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our Ne…
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Achterhoek op weg naar een duurzame en inclusieve economie
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De Achterhoek heeft de op één na hoogste brede welvaart van Nederland. Toch staat de regio de komende decennia voor uitdagingen, vooral in de transitie van het bedrijfsleven naar een duurzame en inclusieve economie. Naar aanleiding van de publicatie ‘Zeven opgaven voor een meer toekomstbestendige Achterhoek’ gingen Christel Hoeksema en Floris Jan S…
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Grain gains: Unlocking Australian export opportunities in Asia
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South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back of population growth, growing GDP per capita, and geographical proximity. Nonetheless, new trade dynamics and local agricultural policies create some challenges that need to be addressed. RaboResearch…
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Global geopolitics, US tariffs, and the impact for Australia and New Zealand
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Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss the changing geopolitical landscape, how US tariffs are a tool used way beyond just balancing trade, and how this might impact Australia’s and New Zealand’s food and agricultural sectors. RaboResearch Dis…
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De Nederlandse industrie: nog steeds een goede uitgangspositie maar de trend baart zorgen
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De Europese industrie ondervindt een stevig concurrentienadeel van de opgelopen energiekosten. En de lonen stijgen in Nederland in hoog tempo. Is het vijf voor twaalf voor de industrie? In deze aflevering schetsen Kees de Schipper en Stefan Groot de ontwikkeling van haar concurrentiepositie. Gezien de loonkosten per eenheid product is de uitgangspo…
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Michael Harvey is joined by Emma Higgins to unpack her report comparing milk production costs in key regions. Costs have lifted across the board for most key producing regions. China has become more cost-competitive, while Oceania has the lowest costs. The next decade will see more expensive and variable operating costs, making cost control crucial…
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Harvesting autumn opportunities in New Zealand
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As we step into the New Zealand autumn with a promising outlook in farmgate pricing, Jen Corkran and Emma Higgins discuss the first agribusiness monthly report of 2025 titled Harvesting autumn opportunities. Hear some valuable insights and opportunities, along with key points to keep an eye on this season. RaboResearch Disclaimer: Please refer to o…
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Groeien als sociaal ondernemer: inzichten en uitdagingen
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In deze aflevering duiken Nanouk Grootendorst van de Rabo Foundation, sociaal ondernemer Stefan Baecke van Yespers, en Suzanne Bijkerk van RaboResearch in de wereld van sociaal ondernemerschap. Ze bespreken de unieke uitdagingen en kansen, de ambitieverschillen tussen sociaal ondernemers en ondernemers zonder sociaal doel en hoe je sociale en zakel…
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Demand is driving investment in US cheese capacity
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Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming down the pipeline in the US. The team discuss the who, where, and why driving this investment, and look at what it might mean for Australian and New Zealand dairy sectors. RaboResearch Disclaimer: Pl…
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What's influencing Australian cotton prices?
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Join Senior Macro Strategist Ben Picton and Commodities and Farm Inputs Analyst Paul Joules as they discuss the major factors influencing both domestic and international cotton prices. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch dis…
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Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Specialist Lambert van Horen to discuss the latest trends in the global greenhouse industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank…
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Implications of US tariffs for food and agriculture
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Waves of US import tariff threats are felt on the shores of many countries that export food and agricultural commodities, as the implications and products impacted could be far reaching. Senior Animal Protein Analyst Jen Corkran and RaboResearch General Manager – Australia & New Zealand Stefan Vogel discuss global and local threats and opportunitie…
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Making sense of greenhouse gas accounting for agriculture
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Sustainability analysts Claudia Cammack and Anna Drake discuss why greenhouse gas (GHG) accounting in agriculture is becoming increasingly relevant, how companies can start, and potential incentives and opportunities around GHG measurement. Please note: the results referenced from the Rabobank Rural Confidence survey are representative of the sampl…
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