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Supply chain disruptions caused by viruses are not limited to coronavirus in 2022. As the herds in mainland China have begun to recover from the 2019 outbreak, the return to domestic supplies is apparent as the volume of imports had begun to reduce. For Italian pork producers, new...
There are battles being waged in the #plantbased theater, driven by a shift in consumer appetite toward environmentally friendly products. However, dairy and meat plant-based items aren't the only alternative protein rage. Lab grown meat, as well as fermentation startups, are still in the ear...
After the pandemic’s initial spending splurge, the bill is due, and global growth is mean-reverting again. Treasury yields are confirming the disinflationary ride as we thought that they should. Similar trends are unfolding in the great hot north, with Canadian government b...
From Memorial Day to Labor Day, grilling season is at its peak and beef products are in high seasonal demand. Livestock futures have been steadily climbing in 2021, and rising demand for meat products in a post-pandemic summer could push prices even higher, not just in the U.S., but g...
MSCI US REIT Index rallied 2.7% in June, which marks an impressive run of eight consecutive monthly increases. The Russell 3000 Index jumped 2.5% in June, the fifth straight monthly advance. Comparing GMI to US stocks and bonds shows that global asset allocation remains competitiv...
Early lockdown measures and supply chain disruptions induced a spike in consumer food prices. Ocean freight rates as measured by the Baltic Dry Index (a measure of shipping costs) have increased around 2-3 times in the last 12 months. From their trough in April 2020, international...
The global commodities complex continued to receive strong investor support over the past month as the world economy entered unfamiliar territory. All forms of transportation are experiencing delays (some intermittently), including ocean freight, air freight, trucking and rail. Ri...
The most significant factors driving the global rally in food prices have come from China, which first started seeing localized food inflation in 2019. The nascent agtech sector addresses food inflation with innovations that seek to lower per-unit costs on a financial and environmenta...
There's battles being waged in the #plantbased theater, driven by a shift in consumer appetite toward environmentally friendly products. However, dairy and meat plant-based items aren't the only alternative protein rage. Lab grown meat, as well as fermentation startups, are still in the early...
Metals prices are flirting with record levels, agricultural markets are trading at multi-year highs, and oil has staged an impressive recovery. The post-Covid-19 recovery is clearly bullish for commodities. However, what is less clear is whether we can call this a super-cycle. We ...