Decisive week for global interest rates pressures markets and raises uncertainties for agribusiness

The week is considered crucial for global markets and agribusiness, with monetary policy decisions in various economies and rising geopolitical tensions influencing prices, exchange rates, and economic expectations. A report from Rabobank points out that the external environment remains unstable, with direct effects on inflation, interest rates, and production costs. The international scenario continues to be pressured by the crisis in the Middle East. Despite the extension of the ceasefire between the United States and Iran, the Strait of Hormuz remains closed, keeping the risk on global oil supply elevated. As a consequence, the price of a barrel of Brent crude oil surpasses $100, directly impacting fuels, fertilizers, and logistics — critical factors for agribusiness. In addition, uncertainties related to global trade persist, with tariff tensions and the slowdown of major economies. At the center of attention is monetary policy. In the United States, the expectation is for the ...