China

Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.

Global Daily: The Natural Equilibrium
G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...

Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.

A mixed GDPicture
China’s economy slowed more significantly than was generally anticipated, data showed in July.

Northern Hemisphere grains & oilseeds update, July 2026
In this week’s episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets,

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%...
