Australian Urea: Am I Getting Ripped Off...

Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia’s grain crop and examine the direction of global markets, with the Northern Hemisphere harvest progressing and supply-demand dynamics pressuring prices. Disclaimer: ... Show More

With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen Corkran chat with US analyst Lance Zimmerman on the current state of the US cattle market and what US demand and beef supply look ... Show More

China’s dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the changes taking place and explore what it all means for the global dairy market. RaboResearch Disclaimer: Please refer to our Australian ... Show More

Big interest rate rises since May 2022 have finally seen house prices begin to drop in our most populous cities. In the latest Corelogic data for October, Sydney home prices fell 0.1% in a month, while Melbourne was 0.2% down. It’s still a mixed picture across the country, with n ... Show More

Monday 2nd August 2021  Earnings season kicks off this week with the resources, financial services and media companies tipped to star.  Also today: Queensland goes into lockdown and NSW COVID cases surge. NAB rewards shareholders with a massive buyback. And carbon farming is beco ... Show More

With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price as ... Show More

P.M. Edition for April 29. In the face of rising tariffs, the country’s biggest retailers are trying everything to keep prices low. But WSJ reporter Shane Shifflett says they warn that higher prices may be difficult to avoid and that certain products could become scarce. And Amaz ... Show More

The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having some i ... Show More

The most recent Greater Vancouver Realtors Housing Market Report paints a surprisingly grim picture of the Vancouver real estate market. New listings are up 20% year over year and transactions are down 17.6% below the 10 year average. And this is with two Bank of Canada rate cuts ... Show More

Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and delay ... Show More

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest host ... Show More

Scott Wapner and the Investment Committee debate the post-election surge and how long it might last. Plus, Jim Lebenthal buying more of one pharma stock getting slammed today, he reveals why. And later, the desk gives you the setup on earnings this week. Investment Committee Disc ... Show More

 Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely’ to put at risk the central bank’s goals of keeping prices and unemployment in check, and chipmakers are reeling from a tough week. Plus, UK inflation fell more than expected to 2.6 per cent in March and the ... Show More