The Year Ahead – The 2021 Commodity Outl...

The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer. 

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets. 

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second h ... Show More

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss:- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are ... Show More

Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year pr ... Show More

In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital and Infios, Chris and Anne discussed:Kroger’s surprising decision to create a standalone e-commerce unit (Source)Ulta’s launch of a digital market ... Show More

Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to navigating ad spend, pricing strategies, and fragile supply chains amidst tariffs, ... Show More

Commodity analyst Georgia Twomey discusses the recently released ACMR cotton outlook with London-based Charlie Clack. Prices, production and purchasing are all discussed in this latest cotton update. 

If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss:- Their reflections on one of the best days in the market since WWII, and the hangover today.- Nike and Lululemon getting ... Show More

This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against t ... Show More

In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss:- Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.- The chipmaker’s growth story in 2025.- Netflix’s plan to be ... Show More

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Avalara, Mirakl, Ownit AI, and Ocampo Capital Chris Walton, Anne Mezzenga and guest host Ben Miller of Groceryshop and Shoptalk discuss: If They're Pro Or Con: Electronic Shelf ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Retail Analyst Jennifer Bartashus discusses Walmart raising its sales guidance for the full year, buoyed by consumers buying necessities and seeking deals even as they curtail spen ... Show More