Supply in the FIG primary is modest, though steady, as bank earnings season and blackouts are rapidly approaching with Swedbank and Bankinter first up next week.

Energy prices are crucial for food businesses. In the previous episode of Consumer Foods to Go, we discussed the outlook for agri-commodities in 2025. However, energy prices are equally important for ...

Read our latest update on the Brazilian cane harvest.

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Well, calling yesterday’s market performance a relief rally would be a bit of an understatement.

We present a taste of the challenges and changes that await the consumer in the new year. At Rabobank’s recent Leadership Summit in New York, my colleagues Tom Bailey, Xinnan Li, Steve Rannekleiv, and ...

While AUD investors will continue to keep one eye on the Aussie/China trade flows this year, domestic political factors could be a source of increased uncertainty ...

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At long last. Investors in German CRE lender Aareal Bank’s sole €300mn AT1 transaction will finally see their notes redeemed, at least if all goes to plan.

The re-election of President Trump has accelerated Europe’s impulse to rearm. In this article we assess the part of that spending that could generate long-term positive spillovers to the civilian ...

After US PPI yesterday surprised weaker and the US NFIB small business survey hit a six-year high, partly on hopes for lower inflation ahead, today is all about US CPI. The hope is the data are soft ...

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 ...