Recovering Brazilian production will help rebalance the global orange juice market in 2025/26, but uncertain demand and climate risks mean volatility will persist. In this report, we evaluate the ...

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The primary market is continuing where it left off last week with the whole cap stack open for business. Yesterday saw senior deals joined by € Tier 2 and AT1 offerings.

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There is no substitute for confidence. The market, both secured and unsecured, has seen an incredible return to form over the past week.

At the end of last week, Japanese Finance Minister Kato indicated that he would look to talk about FX with US Treasury Secretary Bessent.

GBP net long positions have decreased for the first time in three weeks, driven by a decrease in long positions.

In the global pork industry, trade disruption creates opportunities for some but new challenges for others. Volatile feed costs and disease risks add to the uncertainty. The global pork market is in ...

YOU get a deal and YOU get a deal. Trump seems to be making deals these days as Oprah once gave away cars. Yet the mutual benefit is not always obvious and in any case skewed. Mutual benefit is ...

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Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

The surge in US recession fears that followed Trump’s tariff announcements sparked a rapid exit from ‘exceptionalism’ trades, which overpowered the USD’s haven properties ...