))
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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/far/en/footer/di ...
…
continue reading
Senior Dairy and Consumer Foods Analyst Michael Harvey and Sustainability Analyst Anna Drake discuss what achieving greenhouse gas emissions reductions could mean commercially for Australia's dairy industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Z…
…
continue reading
Waar in Nederland is de brede welvaart het hoogst? Welke mechanismen zitten hierachter? En wat was het effect van de coronapandemie op de brede welvaart? In deze aflevering gaat Suzanne Bijkerk in gesprek met Rogier Aalders en Floris Jan Sander over de ontwikkelingen en trends op het gebied van de brede welvaart in Nederland en Nederlandse regio’s.…
…
continue reading
1
What changes in the EU's nitrogen fertilizer industry could mean for nitrogen markets and Australia
18:39
Join RaboResearch analysts Doriana Milenkova and Paul Joules as they discuss the phaseout of free carbon allowances under the EU Emissions Trading System and what it may mean for nitrogen markets going forward. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our Ne…
…
continue reading
RaboResearch Global Strategist Mike Every and General Manager – RaboResearch Australia & New Zealand Stefan Vogel discuss the expected impacts of a Trump presidency on global geopolitics, the wars in Ukraine and Israel, energy prices, and trade out of New Zealand and Australia to China. RaboResearch Disclaimer: Please refer to our Australian RaboRe…
…
continue reading
Join RaboResearch analysts Vitor Pistoia and Pia Piggott as they discuss what is going on with grains and oilseeds around the globe. 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.co.nz/knowledge/disc…
…
continue reading
Join RaboResearch analysts Vitor Pistoia and Paul Joules as they discuss the potential production of Australia's winter crops and outline the factors that could influence grain and oilseed prices in the coming months. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer,…
…
continue reading
Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to the US that centred around the World Dairy Expo in the heart of the US dairy industry, Wisconsin. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.raboban…
…
continue reading
Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trends in production exports and demand. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch di…
…
continue reading
Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decision on the official cash rate, how the New Zealand economy is positioned, and what could lay ahead for interest rates. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at h…
…
continue reading
Following the announcement of a Chinese stimulus package, Australia’s wool market lifted. Is this a permanent change in direction or a flash in the pan? Angus Gidley-Baird speaks with Paul Joules about this and other things in the Australian wool market. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.…
…
continue reading
In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul Joules as they discuss the factors that have influenced the change in market dynamics and what this means for Australian cotton farmers. RaboResearch Disclaimer: Please refer to our Australian RaboRese…
…
continue reading
Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.ra…
…
continue reading
1
Dankzij coronasteun bleef een faillissementsgolf lang uit, maar nu lijkt deze onvermijdelijk
23:45
Het aantal faillissementen in Nederland stijgt al zes kwartalen na een historisch dieptepunt tijdens de coronapandemie. Deze trend houdt naar verwachting nog drie jaar aan. Hoewel een faillissement grote impact heeft op een ondernemer, hoeft deze toename volgens RaboResearch-economen Hugo Erken en Igor Dzambo geen slecht nieuws te zijn voor de Nede…
…
continue reading
Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is head to head with Canada. Russia challenges Canada’s dominant field pea trade to China. Australian acreage increases call for production and export growth. And container freight rates skyrocketed again, …
…
continue reading
Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Watering the green shoots in New Zealand sheepmeat, and what New Zealand may be able to do in the coming years to improve the consistency of earnings along the supply chain. RaboResearch Disclaimer: Pleas…
…
continue reading
Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms of fertiliser prices, with nitrogen and phosphate prices still trading above their historical averages, while potash prices are comparatively more affordable. But what's next for prices? Join us as we…
…
continue reading
Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in China, an irreplaceable market, pointing to slower trade for the foreseeable future. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledg…
…
continue reading
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest Australian tree nut outlook, cracking into the opportunities and risks in almonds and macadamias. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboRe…
…
continue reading
