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Morningstar: Japanese bond ETFs have seen a record net inflow of $1.5 billion year-to-date, three times the total for the entire year of 2025.

2026-08-25

Morningstar: Japanese bond ETFs have seen a record net inflow of $1.5 billion year-to-date, three times the total for the entire year of 2025.

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2026-08-25

According to Hedgeye's analysis, rice prices have surged by over 47% since the outbreak of the Iran-Iraq War. The conflict has significantly impacted international rice prices, with disruptions to fuel, fertilizer, and shipping costs being the main d

According to Hedgeye's analysis, rice prices have surged by over 47% since the outbreak of the Iran-Iraq War. The conflict has significantly impacted international rice prices, with disruptions to fuel, fertilizer, and shipping costs being the main drivers of the price increase. Analysts point out that although global rice supplies remain ample, the impact is already reflected in freight rates, fertilizer costs, and premium rice varieties such as Basmati. The rise in rice prices is also affecting broader commodity markets, and could potentially impact crude oil prices as geopolitical tensions escalate.
2026-08-25

Rice prices have risen more than 47% since the Iran conflict began, Hedgeye analysis shows. Disruptions to fuel, fertilizer and shipping are the primary drivers; analysts say global rice supply remains broadly ample but higher costs are concentrated

Rice prices have risen more than 47% since the Iran conflict began, Hedgeye analysis shows. Disruptions to fuel, fertilizer and shipping are the primary drivers; analysts say global rice supply remains broadly ample but higher costs are concentrated in freight, fertilizer and premium varieties such as basmati. The rice rally is spilling into broader commodity markets and, amid rising geopolitical tensions, could put upside pressure on crude oil prices.
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