Israel & Rabobank

Israel: Israel, in conjunction with the United States, launched strikes against Iran and is engaged in an intensifying military campaign against Hezbollah in Lebanon, contributing to regional instability and the ongoing conflict.

Rabobank: Rabobank estimated mid-single-digit food inflation over the next 12 to 18 months due to higher diesel costs impacting agriculture.

Israel: Israel is involved in a war with the United States and Iran, which has led to the bottling up of fertilizer flows in the Strait of Hormuz, causing global price increases.

Rabobank: Rabobank, through its analyst Bruno Fonseca, highlights the issue of Brazilian farmers being overleveraged due to rising debts.

Israel: US-Israeli war on Iran adds uncertainty to global growth and energy costs.

Rabobank: Teeuwe Mevissen noted that without real estate recovery, consumption recovery is unlikely.

Rabobank: Rabobank analysts provided a forecast for oil prices, expecting them to hold above $90 a barrel in the near term.