JJG News and Press, iPathA Series B Bloomberg Grains Subindex Total Return ETN From 04/22/22

Inflation, by any measure, has been building momentum dating back to mid-2020. In the US, overall consumer inflation reached 8.5% in March, with food inflation at 8.8%. Economic theory suggests that building inflation expectations makes inflation more challenging to tame. This appears...

The risk of double-digit inflation is real, as soaring commodity and agricultural input prices could have lagging and lasting effects on food prices. Cash is a traditional alternative to U.S. Treasuries from a diversification standpoint, but soaring inflation limits its typical store ...

La Niña is showing her brutality as places that need to plant soon are snowed in and the places that have planted are dry, dry, dry, with the exception of the Mississippi floodplain. With temperature swings hitting new record highs of 92F in April! And it’s not a good indi...

Syngenta expects agricultural output in Ukraine to fall by a third this year as a result of the ongoing invasion by Russia. Production estimates from S&P Global's Food and Agri Commodity Economics show a sharp decline in the production of the major crops in the country this year, ...

From palladium to wheat, disruptions are already putting upward pressure on prices across a range of everyday products, heightening macroeconomic and market risks over the coming quarters. Ukraine and Russia are major exporters of palladium, nickel, grains, and other resources that ar...

All key commodities required by the modern economy are finite in supply, and the cheapest and best have gone first. Many vital resources are fully recycled by nature. Decarbonizing the global economy at the same time as we have to become rapidly more protective of our limited reso...

Inflation expectations have kept the Federal Reserve center stage as they commenced their interest rate rising cycle in March. The war in Ukraine and Omicron’s spread in China impacted inflation and supply chains differently, but both delay supply chain normalization. Regar...

Global BCA market is estimated to be worth around $3bn and growing at a rate of 7% p.a., significantly above the rate of conventional crop protection products. Europe and North America each account for around 30% of the BCA market, with BCAs accounting for around 8-9% of those regiona...

The per bushel price for soy is around $16 but could pop, yet both corn and soy are up 22% so far. Current commodity prices for corn and soy are $7.44 and $16.05 respectively. Wheat is also trending higher due to expectation of Ukraine’s loss of production. For furthe...

We see specific themes in commodities that could benefit from the transition to a low carbon economy. On average, since 1997, commodities have historically outperformed the S&P 500 in the first 12 months after the beginning of a rate hiking cycle. Investors are increasingly us...