Podcast-Sendungen auf RaboResearch F&A – Apple Podcasts

Kanal • 8 Sendungen

Geldanlage

Geldanlage

Zweiwöchentlich
Geldanlage

Geldanlage

1. März
Geldanlage

Geldanlage

1. Juli
Geldanlage

Geldanlage

Monatlich
Geldanlage

Geldanlage

10. Okt.
Wirtschaft

Wirtschaft

Wöchentlich
Wirtschaftsnachrichten

Wirtschaftsnachrichten

Zweimonatlich

28. OKT.

Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth

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, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

28. Okt.

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21 Min.
16. JAN.

January 2024 WASDE: Disciplined consumers are rewarded

Last Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in our 2024 outlook (Buyers sail home on rising supplies) of higher-than-expected production and weaker demand. Consumers who have been disciplined are now being rewarded in terms of lower global G&O prices.

16. Jan.

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19 Min.
19. JAN.

Explainer: Why the Red Sea matters

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why this is important for Australian farmers. 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/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

19. Jan.

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15 Min.
23. OKT.

US dairy industry learnings

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.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

23. Okt.

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20 Min.
24. JAN.

Farm inputs chronicles: Is 2024 going to be a year of lower prices?

Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024. 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/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

24. Jan.

•

22 Min.
29.12.2023

Chaos or clutter?

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.

29.12.2023

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26 Min.
7. MÄRZ

Global dairy quarterly Q1 2024 | Finding a new equilibrium

Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability. 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/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

7. März

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18 Min.
3. JUNI

Dairy’s new season Down Under

Join RaboResearch Senior Analysts Emma Higgins and Michael Harvey as they discuss the New Zealand and Australian dairy market settings and what can be expected for the new production season. 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/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

3. Juni

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18 Min.
11. JUNI

New Zealand agribusiness June 2024: Winter chills pricing outlook

Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, sheepmeat, and dairy commodities. On top of this, they discuss the national Fieldays event in New Zealand beginning on 12 June and the weather. 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/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

11. Juni

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18 Min.
14. FEB.

New Zealand interest rates: Has something changed?

Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates. 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/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

14. Feb.

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16 Min.

Our 80+ food & agribusiness research analysts collect information and spot opportunities using local knowledge and global reach across all F&A sectors.