Markets
Exclusive Commodity snapshot - From Brasilia to Black Sea
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
China’s coffee brands go regional, Part II: Multiple routes to growth in Southeast Asia
Chinese coffee brands can transfer their digital and value-led capabilities to Southeast Asia, but local adaptation will determine scalability.
Exclusive Building export resilience: Managing the next demand challenge for US pork
US pork exports were a key driver of industry growth, but the market is changing. The industry must redouble efforts to diversify and maintain access to ensure success.
Exclusive Inflation hedging back on the table?
Recent Dutch pension reforms have changed how the indexation of benefits, hedging of interest rate risk, and inflation exposure of assets interact
Exclusive CFTC Speculators' FX Positioning: AUD - Stretched
AUD net shorts have moved higher for the sixth week in a row, to the highest level ever at more than 127 thousand contracts.
Exclusive Commitment of Agri Commodity Traders - 26 October 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.