RJA News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Agriculture Total Return Structured Pro From 03/20/22

To understand the market effects of the Russia-Ukraine conflict, we need to start with an assessment of the two countries, and their places in the global political, economic and market landscape, leading in. In this crisis, the conventional wisdom has held, at least so far, with matur...

Food prices are rising with input costs reaching nosebleed heights. Farmers are beginning to cut back and change production practices to deal with shortages and prohibitive expenses. Food exports from Ukraine and Russia will be reduced in 2022, the question is by how much? A p...

Inflation pressures were already elevated heading into 2022, and the Russia/Ukraine war is creating additional concerns. The current macro outlook has darkened. The mixture of higher inflation and lower demand adds to an already precarious policy environment. For further det...

The economic implications of Russia’s war are potentially large and global. Domestic Chinese spending will be hit, owing to higher petrol and food prices that dampen consumption. Russia and Ukraine account for 14% of global wheat production and 30% of global wheat exports. ...

Supply disruptions due to the Russia-Ukraine war and renewed COVID-19 lockdowns have led to rising agricultural commodities prices. But because domestic producers are expected to capitalize on growing demand and rising prices, investing in ETFs that offer substantial exposure to agricultural ...

The yield curve has flattened considerably and the spread between the 2-year and 10-year Treasury yield is currently just 25 basis points. Many of the large, popular stocks are still grossly overvalued in my opinion. Value stocks continue to outperform. For further details s...

U.S. grain producers preparing for the 2022 spring planting season face more risk factors than ever, some that are more typical – weather and export demand, for example – than others. Grain producers face more uncertainty than usual as they look toward a new planting sea...

La Nina, setting up much as it has the past two cycles, unfortunately increases the already drought stricken West and Southern US. Current irrigated versus rainfed croppage spread is widening as more land needs to be irrigated to produce more bushels of beans and corn. Because cor...

Buyers (countries, investors, and traders) are panicking as the commodity Wheat gained more than 40% last week. Commodity markets surged to their largest gains in years as Ukrainian ports were closed and sanctions against Russia sent buyers scrambling for replacement supplies. Giv...

The Russian invasion of Ukraine has created significant uncertainty for the cycle outlook. The global economy was on track for strongly above-trend growth in 2022. The war in Ukraine will likely have a negative impact on growth and cause higher inflation this year, with Europe tak...