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Stay on top of economic developments around the world with insights from our global team of analysts. Read and listen to expert analysis on food & agribusiness, global financial markets, the energy transition, sustainability, and the Dutch economy.
Exclusive Commitment of Agri Commodity Traders - 20 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Heaven Hill on how to thrive in a downturn
From 1970 to 1995, US per capita spirits consumption fell by nearly 50%. Yet some players, like Heaven Hill, emerged stronger and more diversified than when the...
Geopolitics and the impact of the war in Iran on Australia and the world
A discussion on the impact of the war in Iran and wider geopolitical implications on Australia’s and New Zealand’s economy and agriculture.
Blooming success: Australian horticulture breaks records
The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends
Exclusive Commodity snapshot - Agriculture Faces Rising Fertiliser Risks
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive More acres in a world of lower prices: 2026 US grain & oilseed baseline outlook
Our baseline model projects average US grain and oilseed farmgate prices will normalize well below 2021-2022 peaks yet above the low average prices of the 2010s.
Financial Markets
Exclusive CFTC positioning report: AUD - In the heights
AUD net long positions have popped higher to the highest level since October 2017.
Exclusive Commitment of Agri Commodity Traders - 20 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Energy Insights of the Week
Energy prices continue to climb as the war with Iran disrupts supply and unsettles global markets.
All articles
Exclusive CFTC positioning report: AUD - In the heights
AUD net long positions have popped higher to the highest level since October 2017.
Exclusive Commitment of Agri Commodity Traders - 20 March 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Energy Insights of the Week
Energy prices continue to climb as the war with Iran disrupts supply and unsettles global markets.
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
The ECB prepares a warning shot
Reality is increasingly shifting towards the ECB’s worse case scenarios, with elevated inflation unless the ECB acts. We pencil in a 25bp rate hike in April.
Heaven Hill on how to thrive in a downturn
From 1970 to 1995, US per capita spirits consumption fell by nearly 50%. Yet some players, like Heaven Hill, emerged stronger and more diversified than when the...