United States

The Fed's Declaration of Independence
Today the FOMC unanimously decided to raise the target range for the federal funds rate by 25 bps.

How KEG 1 and K1MS are building a national beer distributor
In the first of two episodes featuring Joe Davis and Michael Corrigan, we discuss the history of KEG 1 and the formation of K1 Management Services and the work they have done to become a massive multistate operator.

How to paint yourself into a corner
Yesterday’s CPI report was the last piece of the puzzle and made us change our call from zero rate hikes in 2026 to one and done.

Exclusive Global Dairy Quarterly Q3 2026 | A market in transition
Slowing milk growth, tighter producer margins and weather risks are creating a more constructive outlook for milk powders and dairy proteins into 2027.

No frills: Where North American CCUS is getting built and what’s holding it back
North American CCUS projects are concentrating where infrastructure, storage, policy support, and local acceptance align.

North American agribusiness quarterly review, August 2026: Plenty of supply, little room for error
In this week’s episode, Eric Gibson and Al Griffin discuss the latest findings from the RaboResearch North American agribusiness quarterly.