In a new executive order, President Trump imposed 25% tariffs on US imports of Canadian goods, including pulp and paper products. Canada responded with an equal tariff of its own. Pulp and paper ...

The market consensus that the BoJ will hike interest rates again this year at an extremely modest pace is being tested.

The USA’s 10% additional tariffs on imports from China – described by Donald Trump as an “opening salvo” - took effect yesterday. China retaliated swiftly by announcing 15% tariffs on US coal and LNG, ...

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We expect Banxico to cut the policy rate 50bp at the February 6th meeting, bringing it down from 10.00% to 9.50%.

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Our first barley dashboard covers malting and feed barley supply, malt demand from the beer and whiskey industry, the stock-to-use ratio, and barley price development. Our first barley dashboard looks ...

This piece explores the implications for New Zealand and Australia of President Trump's recent decision to impose tariffs on Canada, Mexico and China.

The US beef industry is entering the anticipated rebuilding phase in the cattle cycle. Higher prices are expected across all cattle and beef markets in the coming years, requiring producers, ...

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Rabobank’s global consumer foods team highlights 2025's key themes: trade headwinds, private label growth, cost-cutting, health trends, and budget-friendly innovation. Here are the top five topics, ...

The JPY is a smidge higher than the USD on a 1-day view. Other than that, the weekend news that Trump has fired the first real shot in his trade war has boosted the USD.