Trump
Exclusive Unwrapped: Plastic packaging matters | August 2026
Unwrapped Q3 explores how PPWR, EPR, recyclability standards, feedstocks, and tariffs are reshaping the packaging value chain.
Research
Bessent's Game of Chicken with the Bond Vigilantes
If the Treasury runs out of firepower and yields spike again, the Fed may feel compelled to step in and buy those bonds.
Research
All talk and no hike
Today’s FOMC meeting was all talk and no action.
Research
Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.
Update
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%...
Newsletter
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Newsletter