Changes keep coming – A look at grain & ...

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

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

Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead. 

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

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. 

<p>In the increasingly bitter trade war between the United States and China, perhaps nobody has more at stake than America’s soybean farmers, whose crop has become the country’s single biggest export to China.</p><p>Michael Barbaro speaks to an Iowa farmer who helped build that $ ... Show More

It's officially harvest season in the American heartland. But sixth-generation Iowa farmer Scott Dierickx says he won’t be making a profit on soybeans this year. WSJ’s Patrick Thomas explains how China is using soybeans as a weapon in the trade war with the United States. Ryan Kn ... Show More

Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credentials of Australian grains. Cheryl Kalisch Gordon speaks to Crawford Taylor, Head of Sustainable Business Development for Rabobank A ... Show More

Jeffrey Hirsch, editor of the Stock Trader's Almanac, says that the stock market is right on track with expected calendar effects, which he sees as continuing through a Santa Claus rally and a positive January Barometer -- which portends a good year ahead for 2024. Further, citin ... Show More

The Population Bomb, published by Stanford biologist Paul Ehrlich in 1968, predicted that populations would grow more quickly than food supplies, causing mass starvation. Ehrlich was wrong: food supplies kept pace. And that’s largely due to the years Norman Borlaug spent growing ... Show More

<p>Join Andrew Wilkinson as he discusses volatile markets, inflation hedges, and "X Risk" with Steve Sosnick, Chief Market Strategist, and Jose Torres, Chief Economist. Together, they unpack the November jobs report, Fed policy shifts, and strategies for navigating uncertainty in ... Show More

Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics. Algebra of Happiness: good friends, hard truths. Help us plan for ... Show More