Commodities Update Higher demand to boost corn prices The USDA’s latest projections have not changed our view that ample supply will remain a problem for the grains and soybean markets. That being said, a fall in corn stocks, coupled with the potential... 15th October 2018 · 1 min read
Africa Economics Update Ghana & Côte d’Ivoire: Cocoa cooperation remains limited The Ghanaian and Ivorian authorities’ failure to agree on a harmonised farm-gate cocoa price dampened hopes of a ‘Choc-OPEC’ that could effectively influence the global market. But collaboration in... 11th October 2018 · 1 min read
Commodities Watch Sweeter times ahead for sugar The price of sugar has dropped sharply in response to a supply glut, making it one of the worst performing commodities so far this year. In this Commodities Watch, we outline some recent trends in the... 28th September 2018 · 1 min read
Commodities Weekly Commodities join in “relief” rally The prices of most commodities rose this week as part of a more general rebound in financial markets. Although both the US and China announced another round of tariffs, there was some relief that the... 21st September 2018 · 1 min read
UK Economics Focus Higher oil and food prices won’t prevent inflation falling The rises in energy and agricultural commodity prices and sterling’s recent fall will put some upward pressure on inflation, but we doubt that these factors will prevent it from easing from 2.5% now... 4th September 2018 · 1 min read
Commodities Chart Pack Oil bucks the negative trend Most commodity prices fell in August on the back of ongoing global trade tensions and worries over an economic slowdown in China. 3rd September 2018 · 1 min read
Commodities Update Ethanol is not the answer for US corn US corn farmers face considerable uncertainty over the potential for exports given rising global protectionism. What’s more, if export volumes dip, the US ethanol industry is unlikely to absorb any... 23rd August 2018 · 1 min read
Commodities Weekly No reprieve in sight There was no respite for commodities prices this week. Industrial commodities took their cues from the downbeat China activity data which fuelled concerns about demand. At the same time, a stronger... 17th August 2018 · 1 min read
India Economics Weekly Import duty hikes, monsoon update Recent hikes to import duties on various textiles products appear to be an attempt by Prime Minister Modi and the BJP to shore up popular support ahead of the general election in early 2019. But while... 10th August 2018 · 1 min read
Emerging Markets Economics Update What’s behind the EM export slowdown? The recent slowdown in EM export volume growth has been driven by weaker demand from the euro-zone, as well as a number of idiosyncratic supply-side factors, notably a plunge in oil and agricultural... 6th August 2018 · 1 min read
Commodities Weekly No relief for prices Most industrial and energy commodity prices fell again this week as mounting protectionism and China’s subdued PMI data for July raised concerns about the outlook for commodities demand. That said... 3rd August 2018 · 1 min read
Commodities Chart Pack Prices wobble on demand concerns Commodity prices dropped in the first half of July, despite a slight depreciation of the US dollar. Concerns about trade tensions were the main reason behind the falls. Lower trade volumes would lead... 1st August 2018 · 1 min read
Commodities Weekly Trade tensions likely to continue to weigh on prices There were further falls in most commodity prices this week as concerns about the negative impact on demand of heightened protectionism dampened investor sentiment. With Donald Trump threatening that... 20th July 2018 · 1 min read
US Economics Update Soybean tariffs causing distortion in export growth The rush by US exporters to beat the imposition of retaliatory tariffs on soybeans by China will provide an artificial boost to second-quarter GDP growth, but will become a potentially significant... 9th July 2018 · 1 min read
Commodities Chart Pack Rising protectionism drags on commodity prices Overview – Most commodity prices fell in June, depressed by escalating trade tensions and a stronger US dollar. Energy prices were the main exception. 2nd July 2018 · 1 min read
Commodities Weekly OPEC: Will they, won’t they? Most commodity prices fell sharply this week on concerns that the rise in trade tensions between the US and China could spiral into a full-blown trade war. There were particularly sharp drops in the... 22nd June 2018 · 1 min read
