Sugar surplus to keep prices under pressure
The sugar market is set to move into a large surplus in 2025/26
Brazil crop recovery to push coffee prices lower
Brazilian coffee supply is set to recover strongly in 2026/27 which should see prices trade lower
The Commodities Feed: Tug of war between oil supply risks and market surplus
Market watching as scale of Ukrainian drone attacks on Russian infrastructure intensifies
Supply increases should move market into large surplus in fourth quarter
Oil and base metals have come under pressure with the growing threat of tariffs
WASDE update: A largely bearish affair
The Commodities Feed: Russian aluminium dominates LME stocks
Sugar surplus should limit upside
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
The Commodities Feed: Copper supply risks grow
Brazil: The hawks are getting louder
Brazil in 2021: The focus is on fiscal policy
Chinese purchases of US soybeans pick up
Brazil: A monetary policy test for the BRL
The BRL’s substantial underperformance over the past year can be traced to the structural break represented by the extraordinary drop in interest…
Sugar: Oil & the Brazilian Real remain key
The outlook for the sugar market has changed dramatically since the start of the year. From a constructive outlook, the market has been sold off…
Brazil: Growth deferred and hard choices
Brazil: End-cycle uncertainties
LATAM: Reversal of fortunes
Brazil: A deeper monetary stimulus
Brazil: Monetary easing on track
Brazil: The (micro-)economic revolution
