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Rabobank Financial Research Hub

Finvaulta tracks 72 research reports from Rabobank, updated through October 13, 2026. Latest: Higher Ground.

Rabobank research covering commodities, government bonds, macro, and foreign exchange, published as Global Daily. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection and is not affiliated with Rabobank; views and forecasts belong to the named report issuers.

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Latest research

Higher Ground

Rabobank·Oct 13, 2026

Rabobank analyzes the surge in the 10-year US Treasury yield above 5.00%, concluding that while the climb to 5.00% was driven by Fed rate hikes and real economic resilience, the push above 5.00% reflects widening term premia from sovereign debt supply concerns. Yields are expected to consolidate sideways near 5.20% through late 2026 before easing modestly toward 5.00% by end-2027.

Give Yourself a Pat on the Back

Rabobank·Oct 13, 2026

Rabobank's Global Daily critiques the celebration of orthodox New Keynesian central banking following Woodford and Hall's Nobel Prize win, contrasting it with the rise of fiscal dominance, geopolitical competition, and state-directed credit models. It also highlights a hawkish RBA rate hike to 4.60% and key daily macroeconomic data releases.

Compare with the previous edition (Oct 9, 2026)

Unwanted, Not Unwarranted

Rabobank·Oct 9, 2026

Global energy markets experienced sharp volatility driven by Middle East tensions, while strong US Treasury auctions helped stabilize the 10-year yield around 5.2%. In Europe, OAT-Bund widening appears to be peaking amid political and budget negotiations, with ECB policy intervention seen as unlikely in the near term.

Compare with the previous edition (Oct 6, 2026)

War-er for Longer?

Rabobank·Oct 6, 2026

US Treasuries slumped to early-2002 yield levels amid soaring national security expenditures and ongoing geopolitical turmoil across the Middle East, Ukraine, and Latin America. At the same time, European leaders are proposing aggressive trade defense mechanisms against China, solidifying a 'war-er for longer' paradigm.

Compare with the previous edition (Oct 1, 2026)

Out with a Bang and in with One Too

Rabobank·Oct 1, 2026

Rabobank's Global Daily reviews surging long-term sovereign bond yields as Q3 closed, with US 30-year Treasuries reaching levels not seen since 2002. It highlights how escalating geopolitical conflicts, industrial-trade realignments, and political pressure on central banks are reshaping global macro dynamics.

Frenemies

Rabobank·Sep 24, 2026

The US-China summit highlights cordial rhetoric despite deep structural divides across trade and AI, while surging Brent crude to $107/bbl drives US yields and the USD higher. Meanwhile, Banxico held its policy rate at 6.50%, facing FX pressure as interest rate differentials narrow against the Fed.

Selected research

Selected for relevance; publication dates show when each report was written.

The EU Strengthens Its Industry and Reduces Dependencies

Rabobank·Jul 30, 2026

The EU is implementing a suite of legislative measures to bolster industrial competitiveness and reduce external dependencies on China and the US. These efforts include domestic stimulus, protectionist trade measures, and strategic supply chain diversification.

A Mixed GDPicture

Rabobank·Jul 30, 2026

China's Q2 economic data reflects significant headwinds, notably from a deepening real estate crisis and reliance on export-driven growth. The government's push to pivot toward domestic consumption faces structural challenges and risks lower long-term GDP growth.

The Great Electrification: The Power Of The Sun In The EU

Rabobank·Jun 30, 2026

Solar power is now a central pillar of the EU energy transition, but its expansion is currently threatened by falling capture prices due to supply-demand imbalances. Integrated battery storage is increasingly necessary to secure investment returns and manage grid integration.

The Marathon: Can Behind-The-Meter Data Center Power Solutions Endure The Decade In The US?

Rabobank·Jun 24, 2026

The report analyzes the evolution of US behind-the-meter (BTM) data center power from temporary bridge solutions to long-term infrastructure, emphasizing how duration shifts the economic viability of different power technologies.

How Abundant Resin Masked A Fragile Supply Chain

Rabobank·Jun 23, 2026

The global resin market's long-term strategy of prioritizing low-cost, concentrated supply chains collapsed following the 2026 closure of the Strait of Hormuz. This report outlines how historical overcapacity and reliance on single-choke-point logistics left producers vulnerable, and proposes steps to build future supply resilience.

Higher Food Prices In Europe Are Only A Matter Of Time

Rabobank·Jun 11, 2026

Persistent supply disruptions in the Strait of Hormuz are driving sustained high energy prices, forcing European food manufacturers to pass costs to consumers in 2027. This will likely trigger a new cycle of mid- to high-single-digit food price inflation.