Podcasts about raboresearch

De verhouding tussen de EU en het Verenigd Koninkrijk leek jarenlang op die van een echtpaar in een overkokende vechtscheiding. Maar vandaag niet: de Britten en de Europeanen werden het eens over een grote economische deal. Wie profiteert daar vooral van? Presentator Hans van der Steegbespreekt het met RaboResearch-econoom Stefan Koopman.

Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world.     Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for the year ahead.   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.

RaboResearch senior analyst discusses the recently released RaboResearch dairy report, which looks at a new Indonesian school milk programme and the opportunities it could create for the NZ dairy sector. See omnystudio.com/listener for privacy information.

The general manager for RaboResearch, Australia and New Zealand, updates the US/Trump/China trade war and the container freight situation in the Red Sea area. See omnystudio.com/listener for privacy information.

Door de vergrijzing en het toegenomen eigenwoningbezit zijn er steeds meer oudere huiseigenaren. Welke kansen bieden de koopwoningen die vrijkomen als ouderen overlijden of verhuizen voor woningzoekenden? RaboResearch en het Kadaster zochten dit recent uit in een gezamenlijk onderzoek. In deze aflevering praten Frank Harleman van het Kadaster en Carola de Groot van RaboResearch over de uitkomsten van dit onderzoek. Interview: Stefan Groot. Gast: Frank Harleman (Kadaster)

Het zijn turbulente tijden in de wereld door het presidentsschap van Donald Trump in Amerika. Financiële markten gaan alle kanten op, waardoor het ook een extra drukke periode is voor de Autoriteit Financiële markten (AFM). Daarnaast is er ook een sterke oproep om één sterk Europa te vormen en Amerikaanse bedrijven scherp aan te pakken. Allemaal ingewikkelde zaken voor de AFM. Hoe ziet het werk van de AFM er onder deze omstandigheden uit? En zijn zij voorstander van één centrale Europese toezichthouder? Laura van Geest, bestuursvoorzitter van de AFM, is te gast in BNR Zakendoen. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel De handelsoorlog raast onverminderd voort. De VS voert nu importheffingen van 145 procent voor Chinese importeurs. China sloeg op vrijdag nog terug met importheffingen van 125 procent jegens de VS. Ondertussen lopen de effectieve rentes op Amerikaans schuldpapier nog altijd op, terwijl de dollar daalt. Maar geen fabriekseigenaar aan beide kanten van de Stille Zuidzee kan dit geweld aan. Wie knippert er eerst: Trump, China of de obligatiemarkten? En: Nederlandse huizenprijzen dalen op korte termijn, terwijl er meer (nieuwbouw)huizen worden verkocht. Dat en meer bespreken we om 11.30 in het economenpanel met: Menno Middeldorp, hoofd van RaboResearch en Marijn Jongsma, redacteur macro-economie bij het Financieele Dagblad. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via de e-mail zaken@bnr.nl Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

De handelsoorlog raast onverminderd voort. De VS voert nu importheffingen van 145 procent voor Chinese importeurs. China sloeg op vrijdag nog terug met importheffingen van 125 procent jegens de VS. Ondertussen lopen de effectieve rentes op Amerikaans schuldpapier nog altijd op, terwijl de dollar daalt. Maar geen fabriekseigenaar aan beide kanten van de Stille Zuidzee kan dit geweld aan. Wie knippert er eerst: Trump, China of de obligatiemarkten? En: Nederlandse huizenprijzen dalen op korte termijn, terwijl er meer (nieuwbouw)huizen worden verkocht. Dat en meer bespreken we in het economenpanel van BNR Zakendoen Panelleden Presentator Thomas van Zijl gaat in gesprek met het economenpanel, dat deze keer bestaat uit: -Menno Middeldorp, hoofd van RaboResearch. -Marijn Jongsma, redacteur macro-economie bij het Financieele Dagblad. Abonneer je op de podcast Ga naar de pagina van het economenpanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke maandag live om 11:10 uur in BNR Zakendoen. See omnystudio.com/listener for privacy information.

The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change erode their competitive advantage? Will the beer guys buy wine and spirits distributors, or is the wine and spirits opportunity too limited? For brands, what is the appeal of working with a beer wholesaler, and what are the risks and limitations?  Contact us via email: bourcard.nesin@rabobank.com Sign up for our research via this link: Knowledge.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services   

From policy to weather phenomena to industry cycles, there are a lot of factors that impact the U.S. beef market. In this episode of the State of the Plate podcast, Rabobank Senior Analyst of Animal Protein Lance Zimmerman joins us to talk about the state of beef today and tomorrow and what that means for ranchers, restaurants, consumers and all throughout the food value chain.To visit the RaboResearch report referenced, visit Beefing up: Strategies to shape a stronger US beef industry amid higher prices - Rabobank.Also, C.O.nxt PR expert Rachael Glaszcz sits down to advise food brands on what they can do to stay prepared for crises and unexpected adversity.00:00 Lance Zimmerman, State of Beef57:40 Rachel Glaszcz, How to Prepare for Crisis

The US’s relatively small trade deficit with New Zealand has so far helped keep New Zealand food and agri exports off the US trade tariff ‘wheel of misfortune’, but the tariff threat remains, RaboResearch's GM says in a newly-released global report. See omnystudio.com/listener for privacy information.

Met de software van Mendix kan iedereen programmeren. Of nouja, het maakt het voor mensen met expertise over hun organisatie een stuk makkelijker betrokken te zijn met de ontwikkeling van software. Dat scheelt programmeurs en technische kennis, en die is schaars. Dat klinkt verdacht veel als de belofte die AI doet. Hoe gaat het bedrijf om met de razende opkomst van generatieve AI in de programmeerwereld? Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel Om de Europese defensie-uitgaven te verhogen worden de Europese begrotingsregels versoepeld. En: het kabinet wil zich voor de voorjaarsnota hard maken voor de middenklasse. Dat en meer bespreken we om 11.10 in het economenpanel met: Marieke Blom, hoofdeconoom bij ING. En Menno Middeldorp, hoofd van RaboResearch. Luister economenpanel Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Om de Europese defensie-uitgaven te verhogen worden de Europese begrotingsregels versoepeld. En: het kabinet wil zich voor de voorjaarsnota hard maken voor de middenklasse. Dat en meer bespreken we in het economenpanel van BNR Zakendoen Panelleden Presentator Thomas van Zijl gaat in gesprek met het economenpanel, dat deze keer bestaat uit: - Marieke Blom, hoofdeconoom bij ING. - Menno Middeldorp, hoofd van RaboResearch. Abonneer je op de podcast Ga naar de pagina van het economenpanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke maandag live om 11:10 uur in BNR Zakendoen. See omnystudio.com/listener for privacy information.

Het Amerikaanse handelstekort is de afgelopen maanden naar recordhoogte gestegen. Heel verwonderlijk is dat niet als je kijkt naar de manier waarop president Donald Trump te werk gaat, zegt Menno Middeldorp, hoofd van Raboresearch. ‘Als je heel hard gaat roepen dat je straks allerlei importen duurder gaat maken, is het logisch als mensen en bedrijven dat nu vast gaan inslaan.’ See omnystudio.com/listener for privacy information.

In deze aflevering duiken Nanouk Grootendorst van de Rabo Foundation, sociaal ondernemer Stefan Baecke van Yespers, en Suzanne Bijkerk van RaboResearch in de wereld van sociaal ondernemerschap. Ze bespreken de unieke uitdagingen en kansen, de ambitieverschillen tussen sociaal ondernemers en ondernemers zonder sociaal doel en hoe je sociale en zakelijke doelen kunt combineren. Bijkerk deelt inzichten uit haar onderzoek uit 2024 onder sociaal ondernemers, terwijl Grootendorst en Baecke ingaan op praktijkervaringen binnen de Rabo Foundation en Yespers.

Nederland heeft een belangrijke rol in de glastuinbouwtoelevering. De ontwikkeling van de bedekte teelt is dus van enorm belang voor kassenbouwers en installateurs, veredelingsbedrijven en adviseurs. Cindy van Rijswick en Lambert van Horen van RaboResearch geven inzicht in de belangrijkste internationale ontwikkelingen zoals deze ook onlangs verschenen in de Global Greenhouse Update 2025.

Australia is set for a bumper year of barley production, but with less demand for beer, do we need to raise a glass to help the farmers?See omnystudio.com/listener for privacy information.

De energiekosten van bedrijven in de industrie blijven verder oplopen, waardoor marges dunner worden. Ondertussen moet de sector verduurzamen, maar ziet geen rendabele investeringsopties door de huidige netcongestie. Zit de industrie in het nauw? En welke uitwegen zijn er nog? Voorzitter Theo Henrar is te gast in BNR Zakendoen. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel China stapt naar de WTO vanwege de Amerikaanse importheffingen. Is dit de goudenweg die we in moeten slaan om weerstand te bieden aan Donald Trump? En: Moeten we vast blijven houden aan onze klimaatdoelen of is de verminderde regeldruk de weg die we moeten inslaan? Dat en meer bespreken we in het Economenpanel met: Menno Middeldorp, hoofd RaboResearch en Lex Hoogduin, emeritus hoogleraar economie Rijksuniversiteit Groningen. Luister l Beleggerspanel Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Um relatório recente da RaboResearch revela um aumento expressivo nos custos de produção de leite de 2019 a 2024. O ambiente de custos operacionais para produtores médios de leite provavelmente será mais caro e variável nos próximos 10 anos em comparação com a última década. Entre os fatores estruturais que impulsionam esse aumento estão as pressões regulatórias, os custos da transição energética, os impactos das mudanças climáticas e as taxas de juros mais altas.

On today's REX Daily Podcast, Dom talks with Ben Picton, Rabobank Senior Market Strategist, about a new special report from RaboResearch analysing the US tariffs on Mexico, Canada and China, the likelihood of tariffs being applied to NZ and Australia and what the implications might be for food producers... He talks with Alex Gowen, UK & Europe Regional Director for Beef + Lamb New Zealand and New Zealand Meat Board, about the relative strengths and weaknesses of NZ red meat in that part of the world, the recent Global Forum for Food and Agriculture in Berlin and some of the key lessons from the event... And he talks with Brent Walton, CEO of Waimakariri Irrigation Limited, about the size and scale of the scheme, the history and future of it and the Kathmandu Coast to Coast, which begins today and sees competitors kayak 70km down the Waimakariri River as part of the iconic event. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

We hebben er de afgelopen jaren allemaal last van gehad: inflatie. Sinds 2021 was de inflatie in Nederland bijna steevast veel te hoog. Maar dat lijkt nu verleden tijd, want in januari lag de inflatie heel dicht bij het streefgetal van 2%. En dus kunnen we jubelend door de straten, of is dat misschien te vroeg gejuicht? Dat vraagt presentator Hans van der Steeg aan Igor Dzambo, econoom bij RaboResearch, dat gisteren de inflatiemonitor publiceerde.

This week's inflation report showed food costs are easing, but experts say some categories will stay high. SBS Finance Editor Ricardo Gonçalves speaks with Stefan Vogel from RaboResearch to find out, plus David Scutt from StoneX goes through the day on the sharemarket.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Hong Kong-based Head of RaboResearch – Asia Dirk Jan Kennes the key trends through 2030 in this major destination market for Australian and New Zealand products.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Netherlands-based Head of RaboResearch – Europe and Africa Cindy Koolhout key trends through 2030 in an important destination market for Australian and New Zealand. 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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Brazil-based Head of RaboResearch – South America Andy Duff the key trends through 2030 in a region that is an important exporter and competitor.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with US-based Head of RaboResearch – North America Roland Fumasi the key trends through 2030 in this major competitor and destination market for Australian and New Zealand products.   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.

Economics power duo Jane Foley and Christian Lawrence return to discuss the outlook for economic growth and the potential impact of tariffs and the Trump presidency in 2025. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key fertilizer and crop inputs trends through 2030 with US-based Global Sector Strategist for Farm Inputs Stephen Nicholson.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key sustainability trends through 2030 with Netherlands-based Global Sector Strategist for Sustainability Marjan van Riel.   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.

RaboResearch speculates the impact of a renewed tariff war with China on U.S. crop farmers.  The result is lower soybean acreage and prices. 

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key global livestock industry trends through 2030 with Senior Animal Protein Analyst Angus Gidley Baird.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key grain and biofuel industry trends through 2030 with US-based Global Sector Strategist – Grains & Oilseeds Steve Nicholson.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the sugar and biofuel industries through 2030 with Brazil-based Global Sector Strategist – Sugar Andy Duff.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key dairy industry trends through 2030 with US-based Global Sector Strategist – Dairy Mary Ledman.   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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the horticulture industry through 2030 with Netherlands-based Global Sector Strategist – Fresh Produce Cindy van Rijswick.     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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses industry trends impacting logistics and packaging through 2030 with Netherlands-based Global Sector Strategist, Packaging and Supply Chains, Cyrille Filott.     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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the wine and beer industry through 2030 with US-based Global Sector Strategist – Beverages Steve Rannekleiv.     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.

On Tuesday's AOA, we start the show with a look at corn and soybean market action, demand picture and more with David Brock from The Brock Report. In Segment Two, we hear from the U.S. Soybean Export Council and CEO Jim Sutter about their new report looking at record U.S. soybean meal exports for the 23/24 marketing year. (View the report from USSEC here: https://ussec.org/soybean-meal-exports-set-new-record-in-2023-24-marketing-year)   In Segment Three, we take a deep dive into the cattle markets near year-end and look at the latest Global Beef Quarterly report with Lance Zimmerman from RaboResearch. In Segment Four, we close the show with a look at news headlines including the latest on the fight to be the Democratic leader of the House Ag Committee.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses consumer and food industry trends through 2030 with Netherlands-based Global Sector Strategist – Consumer Foods Cyrille Filott.   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.

Markets turned a bit weaker throughout the day on Thursday as we continued to hit overhead resistance in grain futures. What about the cash side of the markets? Do farmers need to sell before the end of the year or can they hold out until January? We take a broad look at the market action this week and talk with Bryan Doherty from Total Farm Marketing on today's show. More at https://www.totalfarmmarketing.com. Also, are we nearing the top end of price action in the cattle markets? What about herd rebuilding; is that actually going to happen in the way we traditionally think it would? We discuss all that, the latest Global Beef Quarterly for Q4, updated retail prices and more in a conversation with Lance Zimmerman, Senior Analyst-Animal Protein for RaboResearch. You can view the full Global Beef Quarterly here: https://www.rabobank.com/knowledge/q011332977-global-beef-quarterly-q4-2024-navigating-declining-global-production-uncertainty-in-2025

2024 has been interesting in the beef market. Lance Zimmerman, a beef analyst for RaboResearch, says demand remains high despite tighter supplies and higher prices.See omnystudio.com/listener for privacy information.

Jaar op jaar gaat de detacheringsmarkt achteruit, maar Loyal Interim heeft een manier gevonden om het tij te keren. Maar wordt flex te flex met de aankomende regelgeving, en wat betekent dat voor de sector? En waar blijft de veelbesproken cao voor detacheerders?  Yvette van Dijk-Goethart, algemeen directeur van detacheerder Loyal Interim is te gast in BNR Zakendoen.  Macro met Boot   Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić.  Economenpanel  Brussel geeft Nederland een standje: het begrotingstekort loopt uit de hand. En: als het aan Trump ligt, komen er torenhoge importheffingen op producten uit Mexico en China. Hoe raakt dat de Amerikaanse economie, en zijn er gevolgen voor Europa? Ik ga het allemaal bespreken in het Economenpanel met Bas Jacobs, hoogleraar overheidsfinanciën aan de Vrije Universiteit van Amsterdam en Menno Middeldorp van RaboResearch.  Luister l Economenpanel  Contact & Abonneren  BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail.   Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

We have a busy show to close out the holiday week! In Segment One, we talk fertilizer markets with Josh Linville, VP of Fertilizer at StoneX. Then in Segment Two, we look at new Rabobank report discussing the U.S. cow herd rebuild. Charlotte Talbott, Animal Agriculture Sustainability Analyst at RaboResearch joins us. In Segment Three, we learn more about virtual fencing and the eShepherd platform from Gallagher. Sharl Liebergreen joins us to discuss. Find more online at https://am.gallagher.com/en-US/new-products/eShepherd Then we close the show in Segment Four by learning more about BASF's updates to its grower financing program. Brady Spangenberg, BASF's Marketing Director, US Crop Protection joins us to discuss the benefits to growers in more detail.

Consolidation has transformed the world of wine and spirits distribution in the US. While everyone knows that consolidation happened, far fewer people understand the trends that pushed a few US wholesalers to achieve scale. Dave Lane and Tracy Aldworth, senior leaders from Republic National Distributing Company, discuss the drivers behind the structural changes to the middle tier and how their company is responding to remain competitive far into the future.   Link to the latest RaboResearch distribution report: National Alignment: How US wine and spirits brands can get the most out of their wholesaler Sign up for our research via this link: Knowledge.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services

Neste episódio, Andy Duff, estrategista global do RaboResearch para o setor de açúcar, fala sobre os fatores que influenciam a trajetória recente dos preços do petróleo e analisa o nível que o preço do petróleo teria que atingir para que o etanol seja tão remunerativo quanto o açúcar em 2025/26.

Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Watering the green shoots in New Zealand sheepmeat, and what New Zealand may be able to do in the coming years to improve the consistency of earnings along the supply chain.     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.

Emma Higgins and Mick Harvey talk through the latest RaboResearch global dairy quarterly report.    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.

Adapted from a live webinar hosted by Rabobank in July, this unique episode brings together experts from The Wine Group, Jackson Family Wines, and Crimson Wine Group, who joined forces to share best practices on lightweighting or “right-weighting” glass packaging. The panel includes: Tony Maan, Vice President of Supplier Development at The Wine Group  Colleen Fitzgerald, chenin blanc viognier winemaker and Chair of the Greenhouse Gas Emissions Measurement Committee at Crimson Wine Group  Mitch Davis, Executive Vice President – Operations at Jackson Family Wines   Rabobank clients can read the original RaboResearch report on lightweighting on our website: Wine Quarterly Q4 2023: Why weight? Wine's biggest sustainability problem is also the easiest to fix and sign up for our research via this link: Knowledge.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Get the latest agriculture news in today's AgNet News Hour. On today's show, RaboResearch reports a slowdown of the global walnut market. Tune in for these news stories, interviews, features, and more.

On today's episode, we're talking almonds again. Kristin Platts hears from RaboResearch's Roland Fumasi on the market outlook over the next few years for almonds and why the industry will likely see a rebound.