Markets

Exclusive MXN Market Musings: Technically Speaking

USD/MXN recently confirmed a close below 17 for the first time since May 2024. This break has led us to revise our forecasts lower and we now expect a move to 16.5.

Exclusive Running on Fumes

Mountains to Climb: The Road Ahead for the RBA Cash Rate

This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.

Exclusive Water scarcity: How stronger governance could reshape crop competitiveness in the EU

About one-fifth of EU crop value depends on irrigated production in water-scarce regions, creating exposure to risks related to tighter (irrigation) water governance.

Exclusive Global beef quarterly Q3 2026

Global beef production is forecast to fall 2% year-over-year, further tightening supplies and supporting market fundamentals.

Exclusive ACMR Monthly August 2026: Disruption stays on the menu

Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Cocoa, Cotton and Dairy.