RaboResearch F&A

•

Canal • 8 programas

Inversiones

Inversiones

9 feb
Inversiones

Inversiones

Dos veces a la semana
Noticias de negocios

Noticias de negocios

Cada semana
Inversiones

Inversiones

Cada dos meses
Inversiones

Inversiones

Cada dos semanas
Economía y empresa

Economía y empresa

Cada semana
Inversiones

Inversiones

Dos veces al mes

9 FEB

The cocoa crash explained

Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

9 feb

•

13 min
16/06/2025

The WASDE whispers: What markets did not hear on June 12

Join Carlos Mera and Charles Hart as they unpack the USDA's June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month's WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous, but the changes that the USDA did not make are where the report's significance lies. We'll examine the department's current harvest outlooks for several major wheat producers, including the EU, Canada, and the US, and why the US corn and soybean balance sheets were left unchanged – except for an anticipated bump in corn exports in 2024/25. The USDA's modeling of crop yields will ensure the market keeps a close eye on weather conditions in the months ahead, while the soybean export forecast for the new season will continue to be debated amid a volatile US-China relationship. Weather risks to crop prospects in Argentina and Ukraine are also discussed before the episode closes with an initial view on how Israel's recent strikes on Iran could affect agricultural commodities markets. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

16/06/2025

•

16 min
15/10/2025

Coffee prices: Short term and long term diverge

Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and Colombia to tiny Madagascar. Looking at the 2026/27 crop year, we expect a large global surplus, assuming more or less normal weather ahead, but in the short term, we expect high volatility. Brazil's arabica areas need more rainfall in the second half of October to secure a good production recovery next season, but also, certified stocks are declining, partially as an unintended consequence of US tariffs. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

15/10/2025

•

17 min
14/10/2020

Covid-19 Couldn't Kill Coffee

A few months back, the outlook for specialty coffee was dire. Industry leaders feared that more than half of the coffee shops in the US would permanently close. To our delight and surprise, small coffee shops and roasters have proved far more resilient. Peter Giuliano, Chief Research Officer for the Specialty Coffee Association, shares how coffee shops have pivoted and become more digital and community-focused to not only survive but thrive in the current environment. We also discuss how the shift to at-home coffee consumption could reshape the industry long term, particularly the kind of coffee available at your local grocery store.

14/10/2020

•

40 min
04/06/2020

May 2020 G&O Market Update

Brent Crude recovered over 30% so far in May, pushing vegetable oil prices higher. Soy and corn remained subdued in the midst of an abundance of US stocks, good weather, and rapidly progressing US plantings. In particular for soybeans, the pace of Brazilian shipments continues to surprise, with the volumes of US soybeans bought by China a little lackluster in the middle of the worsening rhetoric. The rather positive USDA expectations for US 2020/21 soybean exports will require a strong commitment from China, but reading the Twitter feed offers no assurances about this. Good European and Black Sea weather in the forecast is stabilizing the prospects for wheat production, but there is still a long way to go before the situation improves. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

04/06/2020

•

15 min
09/02/2023

Foodservice in 2023: Consumer Uncertainty, Continued Cost Volatility

2022 may not have been the year the foodservice industry hoped for, but the post-Covid recovery was still quite strong. 2023 will be a year of continued uncertainty. Commodity prices are declining, but are still higher than in 2021. Consumers were fairly resilient in 2022, but it is unclear how they will behave in 2023 as economies may struggle to show any growth. In this episode of Consumer Foods-to-Go Maria Castroviejo and Tom Bailey share their views on what might happen in 2023 in foodservice in Europe and the US.

09/02/2023

•

30 min
26/04/2021

Bears Come In From the Cold

In the latest installment of the RaboResearch Agri Commodities podcast, Stefan Vogel and Michael Magdovitz review the explosive grain & oilseed price dynamics entering the critical weather market. Soy and corn have breached USD 15 and USD 6 per bushel, respectively, amid adverse weather that has left bears coming in from the cold. Join Stefan and Michael as they comprehensively address acreage, yield, stocks, and industry prospects for the year ahead. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

26/04/2021

•

18 min
20/08/2018

Rabobank European Grains Tour | Focus On Ukraine

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

20/08/2018

•

21 min
16/09/2022

September WASDE: USDA's Struggle Session

In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR's August WASDE Report predicted the USDA "may rue their bold move" to raise US soybean yields. Indeed, this week the USDA did a dramatic 180, cutting US soy (and corn) yields and reducing demand to avoid outright scarcity. A supply-side crisis will give corn and soybean bulls a strong foothold to climb higher – with Brazil as the primary near-term defense against desperate scarcity. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

16/09/2022

•

17 min
14/09/2021

September 2021 WASDE: Consumers Come in From the Cold

Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT counterintuitively rallied in response as it became clear that increased G&O availability would be gobbled up by sidelined consumers. Join Rabobank's Michael Magdovitz and Andrew Rawlings as they deconstruct the latest WASDE report. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

14/09/2021

•

13 min

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