United States
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.
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%...
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026
Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food and beverages.
USDA Acreage and Grain Stocks: Wheat surprises
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's recent Acreage