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Stay on top of commodity and economic developments with insights from our local and global team of RaboResearch analysts. Read and listen to expert analysis on food & agribusiness, global financial markets, and sustainability.
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Mike takes us through his concept of "America Perestroika," whereby the United States under Donald Trump is seeking to shift from a consumption-based economy to a production-based economy with a national security overlay. We explore what these changes mean for the global economy, why it is happening, and where the challenges and opportunities may lay for commodity producers in New Zealand and Australia.
Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast
Over the past decade, the market has averaged annual growth of approximately 11%. However, as we noted last year, the market is transitioning into a new phase characterised by more moderate growth.
We anticipate a modest easing in dairy prices in 2026, alongside constrained profitability for grain and oilseed producers. For cattle prices, RaboResearch expects markets to remain stable. A key challenge, and one likely to remain a recurring theme in 2026, is the supply shock stemming from the ongoing Iran war. Taken together, these dynamics imply only modest support for further land-price appreciation and underpin RaboResearch’s view that sales activity may slow from current levels.
RaboResearch Disclaimer: Please also refer to our disclaimer here for information about the scope and limitations of the RaboResearch material provided on the website in this email.
