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 progresses. Tune in to find out why.
Jun 10
Is this the turning point for New Zealand sheepmeat?
Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level of optimism they haven't seen in a while. With China taking a smaller slice and key markets stepping up, is this ... Show More
22m 9s
Jun 2
Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle market and Australian cattle producers? Angus Gidley-Baird speaks with Jen Corkran following the release of the ... Show More
21m 31s
Aug 2025
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s
Mar 2025
The week begins on a risk-off note
<p>US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs ha ... Show More
12m 22s
Apr 2025
Gold shines brighter as Liberation Day looms
<p>European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid conc ... Show More
11m 23s
Aug 2025
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Apr 2025
Global stock markets plunge deeper as trade war escalates
<p>As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the d ... Show More
20m 12s