GRU News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the MLCX Grains Index - Total Return From 09/13/22

Summary While food demand patterns have normalised since the pandemic, there are still supply issues due to labour shortages, climate and trade disruptions. Food manufacturers will look to strike a balance between quick fixes and structural solutions to increase resilience. Ec...

Summary Today's market X-ray shows the returns for each index, asset class, sector, and so on, since the recent low point on June 16th. Of the global indices, US small caps are in the lead, followed by the NASDAQ. High beta stocks are the most preferred factors since June 16. ...

The energy sector led during the month of July, providing almost all of the positive performance due to a strong rally in natural gas prices. The heat wave from late June into early July in the lower Midwest U.S. killed cattle, quickly reducing supply. However, both cattle and hogs ra...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

The investment landscape has been much more difficult for most sustainable portfolios since the fourth quarter of last year. One thing that we know is that the sustainability challenges that these stocks are connected to haven’t gone away. If anything, the economic challeng...

Last Thursday, the Commerce Department announced its preliminary estimate for second-quarter GDP growth at an annualized decline of -0.9%, which marks two consecutive quarters of negative GDP growth. The Commerce Department announced on Wednesday that durable goods orders increased a ...

Most people believe that regenerative, sustainable, and/or organic agriculture requires small-scale, diversified farming practices, because this is the narrative so frequently on display. As practiced today, conventional agricultural systems are built around one goal: maximize current...

The U.S. Department of Agriculture’s June Acreage report revealed some surprises for market participants, including fewer-than-expected soybean acres seeded and more corn planted than what farmers intended in the spring. Historically, volatility tends to dampen in the winter an...

Canadian Prime Minister Justin Trudeau's proposal to cut fertilizer emissions by 30% as part of the government's goal to reach net-zero emissions by 2030 is causing intense backlash from farmers and agriculture groups, who say the target will threaten food supplies, raise prices and...

After a blistering start to the year amid strong demand and major supply constraints, fertilizer prices ran out of steam in Q2. However, it was not long before rebounds occurred. With fertilizer supply a matter of food security and economic stability, governments across the world have...