YUMY News and Press, VanEck Future of Food ETF 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 Global inflation was generally moderating when the pandemic began, and the downward trend continued into the early months of the crisis. Food and energy are the main drivers of this inflation, as our Chart of the Week shows. Inflation continued to climb through July, a...

Summary Since Powell shocked the world with an unexpectedly hawkish speech last week, the market has been struggling to guess just how much worse a tighter Fed is going to be for the economy. As a first pass, the market has decided that it looks a bit scary: most risk assets are d...

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...

Inflation is running at levels not seen in 40 years; whether or not it has peaked, we believe that moderation will be a long process.1 Despite the challenges inflation presents for the broader economy, there are several long-term structural themes that we believe could provide some resili...