Head of RaboResearch Food & Agribusiness - South America; Global Strategist - Sugar What prospects does 2025 hold for Brazilian agribusiness? This report outlines the macroeconomic backdrop for 2025 ...

RaboResearch forecasts high uncertainty in US-China trade under Trump's second term, with potential tariff escalations and retaliations, especially on soybeans. RaboResearch anticipates significant ...

The first week of ‘real’ primary activity is nearly over, and it’s safe to say it was a rather frontloaded week.

This morning’s keenly awaited speech from BoJ Deputy Governor Himino has put the risk of a rate hike at the January 24 policy meeting squarely on the table ...

As we transition into 2025, the backdrop could not be more unsettling.

Battery Energy Storage Systems (BESS) are key to integrating variable renewable energy sources like solar and wind. This report examines the factors influencing BESS investments in Germany, the UK, ...

A sustained move below EUR/USD1.0 could depend on the inflation outlook in Europe in addition to how far Trump is prepared to push pro-growth and inflationary policies.

Well, in a way it indeed looks like a high note of sorts was reached in the FIG primary market on Tuesday (as alluded to in yesterday’s note).

US non-farm payrolls shocked the market on Friday with new hiring in the month printing at +256,000 versus a median estimate of +165,000 on the Bloomberg survey. The unemployment rate fell 1-tick to 4 ...

US treasuries are broadly moving sideways, after falling earlier in the week, as traders are awaiting today’s jobs data. UK government bonds, however, continue to decline. While it’s easy to attribute ...

The positive sentiment with which the FIG primary market ended last year remains alive and well in the new year.

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