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U.S. Treasury Secretary Bessent said Americans face a period of challenge and must overcome it.
2026-06-03
U.S. Treasury Secretary Bessent said Americans face a period of challenge and must overcome it.
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2026-06-04
TSMC CEO said the company is doing its utmost to ensure it does not become a supply bottleneck.
TSMC CEO said the company is doing its utmost to ensure it does not become a supply bottleneck.
2026-06-04
Huatai Securities says multiple meteorological agencies now forecast an El Niño in 2026 that could produce east-wet/west-dry extremes and disrupt bulk agricultural supplies. Drought in India and Thailand, export restrictions and Brazil’s sugar-to-eth
Huatai Securities says multiple meteorological agencies now forecast an El Niño in 2026 that could produce east-wet/west-dry extremes and disrupt bulk agricultural supplies. Drought in India and Thailand, export restrictions and Brazil’s sugar-to-ethanol diversion are expected to shift global sugar supply-demand from surplus toward a modest deficit, increasing upside risk to sugar prices. Severe drought would also hit palm oil and natural rubber—both highly concentrated in Southeast Asia—with historically strong-El Niño episodes showing pronounced upward price elasticity. Soybeans and corn are expected to see only marginal impacts. Huatai recommends monitoring sugar, natural rubber and palm oil supply chains.
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