RaboResearch Food & Agribusiness Australia/NZ
Business:Investing
Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a strong 2023, remain bright. Grain and oilseed prices will trade below the past two seasons, but so should input costs for fertilisers and crop protection. The global economic outlook remains subdued, which isn’t ideal for an export nation. However, Australian interest rate cuts remain in the cards for late 2024. Join the RaboResearch team for a discussion of our outlook for the key commodities and developments to watch in 2024.
Consumer foods | Talking points
G&O tug of war – Weather concerns versus resilient stocks
Mapping global vegetable trade
US cattle market update – The rebuild is still some ways off
New Zealand agribusiness monthly April 2024
Aussie economics: Q1 review and the road ahead
New Zealand and Australia sheepmeat update | April 2024
Sustainable aviation fuel demand's impact on Australian agriculture
Inflation and interest rates: What is the big picture?
Looking down the aisles of supermarket inquiries
Australian winter crop gross margins: 2024/25 outlook and a performance review
Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show
Global dairy quarterly Q1 2024 | Finding a new equilibrium
Live cattle export season kicks off
Global pork markets remain under pressure
Almond outlook 2024
Australia dairy – Slowly trading places
New Zealand interest rates: Has something changed?
Sheep markets shift in summer
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