North America

Exclusive Bank of Canada Preview: Another business omen?
We expect the Bank of to keep the overnight rate unchanged at 2.25%, a view shared by most Bloomberg surveyed economists and broadly reflected in market pricing.

No sugarcoating it: Mounting imports and softening demand put pressure on the US sugar market
Between mounting high-tier tariffs and softening demand, the US sugar market is in a tight spot.

How shifting acreage on US farms might impact Australian prices
RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest

Trimming Inflation, Trimming the Fed
With the Fed’s new task force on inflation frameworks, we could see trimmed inflation measures gain increased prominence in monetary policy decision-making.

Fertilizer markets under pressure: tight supply, softer prices, and a shifting outlook
In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America

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%...
