From a “because markets” perspective, the key story today is President Trump saying he would like the US to shift from quarterly to biannual corporate reporting: "This will save money, and allow ...
Chocolate prices have surged, driven by a cocoa market in crisis. The worst appears to be behind us, but prices are expected to remain well above pre-crisis levels. Chocolate prices have surged, ...
As the volume of high-value species increases and the aquaculture industry adopts more intensive farming practices, finding novel feed sources will be essential in securi The aquaculture industry is ...
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
We expect a 25bps rate cut today. However, as the Wall Street Journal puts it, this is “the strangest Fed meeting in years” as “Consequential and contentious debates over the path ahead on rates are ...
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The global avocado market continues to grow, exceeding USD 20bn in value. Strategic demand creation in diversified markets is essential amid a rise of new suppliers. The global avocado market ...
It is anticipated that NATO members will agree to a substantial ramp-up in their defense spending target this week. In this research note we look at the potential economic ramifications under various ...
An in-depth look at how US tariffs could affect EU car exports, production costs, and trade balances – featuring scenario analysis and OEM exposure. Car trade is one of the EU’s most important export ...
The imposition of a 10% US import tariff on EU cheese will likely lead to a decline in US imports of EU cheeses. EU butter exports should fare better. In April 2025, the US introduced a 10% baseline ...
Australian farmland values retreated in 2024, with grazing farmland seeing the largest drop. We expect a return to modest growth in land prices in 2025. Median land prices across Australia declined 6% ...
In this report, we delve into the developments in the regulatory framework of the Spanish electricity system and explore the potential of Spain's battery energy storage systems (BESS) market. The ...