Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Global Daily: Schrodinger's Market
Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world...
New Zealand Economic Update: April 2026
This report provides an update on the New Zealand economy as at April 2026.
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Brazil agribusiness quarterly Q1 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.
Exclusive Semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Global fertilizer markets face tight supply, weak affordability, and price risk, which point to pressure on farm economics and risks for crop production and food prices.
Global Daily: Bridge Day
As traders return from the Easter break markets are again counting down to an ultimatum deadline set by President Trump...
Exclusive Food price inflation to hit European wallets by Christmas
Food price inflation will rise in Europe due to higher energy costs, triggering consumer reaction and possibly declines in retail sales volumes and foodservice traffic.
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
More persistent inflation
As the war with Iran continues and critical energy infrastructure in the Gulf region has been damaged, we have updated our macroeconomic forecasts for the US.
New Zealand Economic Update: March 2026
The Iran war is now in its fourth week and the critical Strait of Hormuz remains mostly closed to shipping...
Exclusive Energy at the Edge
We are raising our crude oil and natural gas price forecast after a deterioration to the prospect of any swift resumption of energy flows through the Strait of Hormuz.