Welkom bij de Economiepodcast van RaboResearch, de onderzoeksafdeling van Rabobank. Wij volgen, analyseren en voorspellen onder meer nationale en internationale (macro-)economische, politieke en financiële ontwikkelingen. Daarbij kijken we niet alleen naar de dag van morgen, maar ook naar economische ontwikkelingen op de (middel-)lange termijn. Dit onderzoek resulteert in beschrijvingen en voorspellingen van scenario's voor economische grootheden. We vertalen onze analyses in toegepaste kenn ...
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Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/di ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/di ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
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Ook thuiswoners hebben last van dure en schaarse huizen
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20:49
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Een groeiende groep jongvolwassenen woont nog thuis bij de ouders. Zegt dit iets over de kookkunsten van pa en ma, of zijn schaarse en dure huizen debet aan deze thuiswoontrend? In deze aflevering bespreken Stefan Groot, Carlijn Prins en Nic Vrieselaar de redenen om bij ouders te wonen, gaan ze in op de woonschaamte onder vooral oudere thuiswoners,…
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2024 farmland outlook – Cooling down as rationality returns
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13:27
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Join RaboResearch Senior Analyst Ben Picton and Vítor Pistóia as they discuss Australian farmland prices and what can be expected for the year ahead.
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Changes keep coming – A look at grain & oilseed markets across the globe
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Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.
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Aussie economics | Change in RBA call – More hikes ahead?
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19:47
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Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the outcome of the May Reserve Bank of Australia meeting and the outlook for the Australian cash rate.
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Industrie in transitie: op weg naar groen staal
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24:00
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24:00
Waarom speelt de staalindustrie een belangrijke rol in de energietransitie? Hoe is de Europese staalindustrie eigenlijk ontstaan en wat zorgt ervoor dat de huidige productie gepaard gaat met veel emissies? Aan de hand van deze vragen duiken energietransitie-specialisten Eli Elderkamp en Susan Hansen in de wereld van staal. Naast de belangen rondom …
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Nick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes shaping food markets in the US.
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G&O tug of war – Weather concerns versus resilient stocks
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16:05
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Join RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Australian markets.
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Global Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the global trade of vegetables.
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US cattle market update – The rebuild is still some ways off
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Angus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and why the US domestic lean trimmings price has hit a new record.
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New Zealand agribusiness monthly April 2024
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19:58
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Jen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness monthly. Although there is a bit of volatility out there, some shining lights in a few markets help keep things in view.
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Aussie economics: Q1 review and the road ahead
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13:38
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Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail.
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New Zealand and Australia sheepmeat update | April 2024
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Jen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia and New Zealand and some interesting export statistics for both countries, as well as comment on the domestic sheepmeat market in the UK.
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Sustainable aviation fuel demand's impact on Australian agriculture
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19:25
Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production.
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Inflation and interest rates: What is the big picture?
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In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank’s Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates i…
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Looking down the aisles of supermarket inquiries
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High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission. Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years.…
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Australian winter crop gross margins: 2024/25 outlook and a performance review
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Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons.
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Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show
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Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head towa…
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De arbeidsmarkt en arbeidsproductiviteit in perspectief: trends en oplossingen
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Hoeveel groei kan er nog uit de enorm krappe arbeidsmarkt worden gehaald op de korte en lange termijn? Wat zijn de effecten van vergrijzing, migratie en overheidsbeleid op de arbeidsmarkt? Is er zoiets als structurele arbeidskrapte of bestaat dit eigenlijk niet? En wat zit er achter de steeds verder teruggelopen arbeidsproductiviteitsgroei, en hoe …
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Global dairy quarterly Q1 2024 | Finding a new equilibrium
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Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year …
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