China

Global Daily: When a Toll Isn't a Toll
Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...

What's on the Menu? Foodservice update 1H 2026
New market dynamics redefine international growth strategies in foodservice. An update on current developments and indicators in the foodservice industry.

Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.

Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.

Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...

China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan
