Buy Nitrogen Now or Wait? A Global View

In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new season by the June 1 deadline. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rab ...  Show more

In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia's 2026/27 winter cropping season. The discussion highlights an uneven seasonal start and a shift in crop mix, with growers moving away from wheat toward canola, barley, and ...  Show more

When presidential candidate Kamala Harris proposed legislation to ban price gouging, we naturally thought to interview Isabella Weber, an associate professor at the University of Massachusetts Amherst. Weber’s paper on the subject lit up economic discussion in the wake of gas ...

Tariffs against China were the centrepiece of Donald Trump’s <a href="https://www.economist.com/finance-and-economics/2025/05/07/america-and-china-prepare-for-an-alpine-trade-clash?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.c ...

Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ...

On Monday, to the surprise of global investors, the U.S. and China agreed to a 90-day trade deal. The deal slashed tariffs between the two countries and sent stocks surging. Leading the negotiations on the U.S. side was Treasury Secretary Scott Bessent. WSJ’s Brian Schwartz, who ...  Show more