North America
Find the latest economic insights from the US, Canada, and Mexico, where local experts cover food and agribusiness, the energy transition, and global financial markets.
The impact of the war with Iran for the US economy
While a recession is unlikely, inflation could rise substantially, albeit temporarily.
Exclusive Canada Update: Snowflake
CAD avoids the high-volatility, high-risk profile that deters investors in a risk‑off environment, making it comparatively more attractive among commodity currencies.
Exclusive Mexico Update: Energized
MXN’s asymmetric beta to risk persists: in a high‑rate world it remains relatively resilient during risk‑off, supporting continued demand for Mexican assets...
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Another supply shock for the Fed
A second supply shock – from higher oil prices – is expected to hit the US economy.
North America containerboard quarterly: Q1 2026
Our latest forecasts indicate near‑term volatility followed by a gradual recovery, with demand expected to remain broadly flat through late 2027 and risks tilted modestly
