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KATAYAMA, Japan's finance minister, said she expects the Bank of Japan to coordinate closely with the government to achieve a 2% inflation target.
2026-10-30
KATAYAMA, Japan's finance minister, said she expects the Bank of Japan to coordinate closely with the government to achieve a 2% inflation target.
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2026-10-30
Wanlian Securities says the current El Niño is confirmed as super-strong and may be the strongest on record since systematic monitoring. Climate impacts will propagate along the agricultural value chain: Southeast and South Asia heat and drought plus
Wanlian Securities says the current El Niño is confirmed as super-strong and may be the strongest on record since systematic monitoring. Climate impacts will propagate along the agricultural value chain: Southeast and South Asia heat and drought plus constrained Panama Canal transits will pressure supply via lower output and higher landed costs. Midstream effects vary by commodity: palm oil has the highest probability of production losses but the latest timing for cuts; sugar’s net impact depends on Brazil’s sugar-to-ethanol crush ratio; corn is more sensitive because of low inventories; rubber requires close monitoring of producing-region stocks and downstream demand. Downstream seed, agrochemical and Livestock sectors typically lag by about one year. Weather risk appears largely priced in; further alpha will depend on realized production shortfalls. Positioning should focus on crops with concentrated production, thin inventories and policy alignment.
2026-10-29
IMF: Over the past three years U.S. economic growth has been underpinned by strong productivity gains.
IMF: Over the past three years U.S. economic growth has been underpinned by strong productivity gains.
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