YUMY News and Press, VanEck Future of Food ETF From 06/29/22

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...

SPX has seen record negativity (since 2020) last week: Worst back-to-back days, 3 consecutive days of <-1%, 47th day of <2% for the year. At the same time, inflation isn't showing any sign of easing, and the Fed is being forced to hike fast and furious; a 75bps hike this week is...

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...

Everything is working in favor of fertilizer and chemical stocks this year; a perfect storm, if you'd like. Supply-chain disruptions, soaring inflation, Russia-Ukraine war, food shortage, food protectionism - you name it. Mosaic has gone through a massive correction as of late, an...

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...

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. ...