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In this report, we discuss the aftermath and structural shifts in the cocoa industry following the price spike, as well as our expectations moving forward. Not only delectable, but also outperforming ...

The Iberian Peninsula experienced a significant electricity blackout in April, leaving Spain and Portugal without power for half a day. This unprecedented event has sparked intense debate about its ...

The US Treasury’s first bond auction since Moody’s downgraded the United States on Friday fell flat. The 5% yields that were offered failed to draw sufficient demand, as investors demanded a higher ...

The outlook for US assets has to be viewed in the context of alternative investments outside of the US market.

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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As USD/CAD tariff premiums unwind, we find that USD/CAD is again dominated by the US-CA rate differential and see USD/CAD climbing back to the 1.42-1.44 range.

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

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Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.

In a joint statement, the European Union and the United Kingdom announced an agreement that spans, amongst other things, fishery, food, and energy. The UK-EU deal is being hailed as the biggest reset ...