Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
When Trade Meets Economic Security
EU-China trade relationship under pressure
Chinese F&A companies play strategic Go game to capture dividends in the global food economy
How can Chinese food and agribusiness companies leverage their strengths to capture three future dividends: food security, the global middle class, and supply chains?
Midterms and Markets
The midterm elections could mean a shift from unified Republican government to divided government.
Higher Ground
Looking ahead, we expect the 10 year US treasury yield to move sideways through the remainder of 2026. We see some downward potential in 2027.
Global Daily: Give Yourself a Pat on the Back
Growing up in Australia in the 1990s one would inevitably encounter curiously ‘Aussie’ cultural practises...
Global Daily: My Word is My Bond
US and European equity indices were firmly in the black on Friday as the recent run up in bond yields took a breather...
Exclusive Australian 2026/27 winter crop forecast: Production and grain prices
Total production is forecast to fall 7.9% YOY, as east coast losses and lower wheat output outweigh stronger crops in South Australia and Victoria.
Global daily: Unwanted, not unwarranted
Oil prices rose again yesterday, while US bond yields stabilised and the French-German bond spread inched up. The French government has yet to reassure markets.
Global Daily: Thumos-maxxing
US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...
Global Daily: War-er for longer?
Monday saw Treasuries slump again, 10s up to 5.31% and 30s to 5.67%, the highest since early 2002. From conflict to commerce, we live in an era of 'war-er for longer.'
From Hormuz to El Niño: Global disruption, not wheat shortages, is driving Australian wheat prices
Markets are pricing in disruption rather than a wheat shortage, with implications for Australian wheat prices, costs and farm margins.
Global Daily:
Friday’s US payrolls were weaker than expected but look to key roles in Yemen, Ukraine, Taiwan, and Brazil over that report.