South America
Read unique insights from our team in São Paulo, covering food and agribusiness and economics in South America, focusing on Brazil, Chile, Peru, and Argentina.
Monthly Outlook: Wear an extra vest
“Buckle up” was our main message last month. Events since early December have only reinforced that view. A cold Arctic wind may require an extra vest this year, too.
Exclusive Brazil agribusiness outlook 2026
This report outlines the macroeconomic backdrop for 2026 and provides an outlook for each of Brazil’s major agribusiness sectors.
Global Daily: Burning the Bridgeheads
2-year Treasury yields closed 4.4bps higher at 3.53% on Friday after December non-farm payrolls showed the unemployment rate falling to 4.4% and wage growth accelerating.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Exclusive Brazilian G&O monthly update – December 2025
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Farming and biodiversity: Challenges, commitments, and opportunities
Biodiversity is essential for farming, but agriculture also drives its decline. New policies and incentives are reshaping risks and business opportunities for farmers.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Exclusive Ground for concern: Climate impacts on arabica coffee yields in Brazil
Brazilian arabica production shows links between climate and yield. With rainfall shifts and warming ahead, climate-smart strategies are vital to secure coffee’s future.
Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to the mean, then you haven’t understood this year.
Global Daily: Sky's the Limit?
Major US indices closed high on Friday evening as trading resumed following the Thanksgiving holiday...
Exclusive Global beef quarterly Q4 2025
Beef production in key producing and consuming regions is expected to contract by 0.8% in 2025 compared to 2024 volumes, resulting in the first global beef contraction...
Vene(zuela), vidi, vici?
President Trump is threatening to extend the ‘Donroe Doctrine’ to Venezuela: could we see military action and/or regime change?
