JJG News and Press, iPathA Series B Bloomberg Grains Subindex Total Return ETN From 06/22/22

The Ukrainian supply chain issue will remain the main upside risk to food inflation in the coming months. Recent news about silos on the borders with Ukraine to use inland transportation more efficiently is gaining more attention now. The grain volume during the Black Sea grain se...

Many people globally continue to face the existential challenges of hunger and war, and we all face the consequences of climate change. The United Nations World Food Programme is currently feeding no less than 115 million people displaced by war, famine and drought—and it forec...

It is clear the food system—which makes up 10% of the global economy—is increasingly a major driver of climate change, and at the same time is disrupted by climate change. In equities alone, food makes up US$4.9 trillion or approximately 4% of global market capitalizatio...

The combination of high and rising global inflation and the Russia-Ukraine war has been driving commodities higher. Continued supply constraints from the Russia-Ukraine war and a resurgence in China’s economy will most likely support commodity prices for the rest of this year a...

Consumer goods industries remain hamstrung by supply chain bottlenecks, soaring costs, and the shift in spending toward services, reporting only modest growth in May to contribute to a broader manufacturing malaise. Global economic growth continued to be fueled first and foremost by r...

Wheat inventories are dangerously low and global crop conditions are near 5-year lows. Ukraine holds the grain and the key, if they can get the wheat to market it will help lower prices. Odds are that higher wheat prices are ahead, but the market will be volatile. A covered ca...

Prior to Russia’s invasion of Ukraine, U.S. defense spending was already elevated for an environment without active conflict. Green or sustainable metals, such as copper, are poised to benefit as the backbone of the decarbonization story. The human suffering brought on by t...

If you are an investor and sell every time your perception of uncertainty rises, you will avoid risk, but you will also miss opportunities. Our heightened state of awareness about uncertainty has us focused on the negative outcomes, assuming the worst-case scenarios will be realized. ...

Outside of Congress and the Federal Reserve, the White House is limited in what it can do to fight inflation. While we have seen the White House now focus efforts on refining capacity, our expectation is that the summer could see new record highs for gas prices in the U.S. The Whi...

Commodity markets remain vulnerable to Russia-Ukraine developments. Tightness in several commodities means that markets are likely to be more sensitive to any supply shocks. Tightness in energy and some agricultural commodities is set to persist for the foreseeable future. Disrupt...