China’s new 34% tariff on US imports could impact dairy trade, particularly US exports of dry whey and lactose. The EU and UK may step in, altering market dynamics. The US exports more than 50% of its ...

Head of RaboResearch Food & Agribusiness - South America; Global Strategist - Sugar Read the latest developments in Brazil’s key agribusiness sectors, including planting updates, harvest outcomes, ...

In line with the Churchillian tone I had struck, yesterday’s US tariffs were historic and suggest a world-wide battle. It remains to be seen in what form, with what outcome, but global bifurcation is ...

US stocks were a rollercoaster yesterday. Having closed at 5062 on Monday evening, the S&P500 opened Tuesday trade 130 points higher and spent the next 45 minutes rallying up to the 5267 daily high as ...

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Measured from April 2, the date of US President Trump’s tariff announcement, the NOK is the worst performing G10 currency.

And so it was to be, that a number of issuers would make the most of the pre-Trump tariff announcement window, strike while the iron was hot and land deals.

Escalating trade disruptions could threaten food security in some parts of the world and oversupply could depress farm margins in others. This report explores the potential implications of trade ...

Upending a decades’ old global trade system was bound to hit a few potholes. But ‘Liberation Day’ turned out to be more like 'Obliteration Day'.

In this report, we explore the five key transformations that will shape the global food system over the coming decade and what to watch for in each. The global food system is entering a period of ...

The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change ...