FX

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month. The full report covers the developments to watch in the upcoming weeks.

New Zealand agribusiness monthly July 2026: Strong supply, markets diverge
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.

Exclusive Brazil agribusiness quarterly Q2 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 JPY - unsurprising surprises
There is so much speculation that the MoF may take advantage of thinned holiday conditions on Friday to intervene, that the bigger surprise may be if no action is taken.

Exclusive GBP - watching, waiting
Neither the gilts nor the pound posted much of a reaction to the speech by UK PM in-waiting Burnham yesterday.

This month the DXY dollar index has traded at its highest levels since last spring, which begs the question of whether the greenback has entered into a cyclical upswing.
