Market Comment
Trump trade waves
Amid all the fighting and bomb dropping recently, the trade dispute issue had taken a back seat. Well fear no longer. Monday night, the US
Nick Booth
July 11, 2025
Amid all the fighting and bomb dropping recently, the trade dispute issue had taken a back seat. Well fear no longer. Monday night, the US
It feels like it has been a relatively stable week in the soft commodity baskets. As always, there is a raft of bullish inflows being
We normally think of managed funds as the “smart money”, but sometimes they do get it wrong. Last week was a prime example. The funds
And just like that, it was all over. The US brokered ceasefire seems to be holding, but the situation remains tense to say the least,
Global tensions are great for grain prices, but not at all good for input costs for grain growers. The issues in Iran have seen oil
A lot can happen in a week. A new battle front has opened up in the Middle East between Israel and Iran. Markets reacted strongly,
Last week we took a look at the Australian Bureau of Agricultural and Resource Economics and Sciences (ABARES) forecasts for Australian wheat production. This week
There have been a few fundamental drivers to make the headlines this week. Instead, the newsreels have been focusing on the riots in LA and
The Australian Bureau of Agricultural and Resource Economics and Sciences (ABARES) released its June Crop Report last week, which gives us the first look at
The past week has been dominated by geopolitics, which may have long-term ramifications for global trade. Firstly, President Trump got called out for rehashing his
You know the drought is getting serious when politicians start turning up on farms, making announcements. This drought is different from what the East Coast
Markets have chopped around either side of unchanged this week, not unexpected when con-sidering the abbreviated week from the US Memorial Day public holiday. Over
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