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The war in Ukraine clearly triggered the spike in oil prices and in agricultural prices as well. Inflation, interest rates and Fed policy are linked. Similarly, supply chain disruptions, the slowdown in China, and big-tech reversals are all Covid-related. The bottom line right now...
U.S. organic sales reached nearly $62 billion in 2020 as the industry achieved its 12th consecutive year of growth. Following growing consumer demand, the footprint of U.S. organic agriculture has expanded. While consumer demand has been the driver for an increase in organic agric...
In the US, we may have seen the peak of overall inflation, with the annualized CPI rate increasing at 8.3% in April, down from 8.5% in March. One particular item has gotten recently in the US, baby formula, a peculiarly egregious shortage. It is the food situation that is the most...
We have been living under an illusion that the relationship between nominal GDP and the quantity of circulating currency is dead. Claims linking inflation to the size of the balance sheet may stem, in part, from focus by Fed officials on the size of the balance sheet in recent months....
Current Macro ag is coming in hot. Commodities futures are up across the board due to ongoing floods in the Midwest, and even snow still falling in some places. The one thing I am watching is wheat. The general condition of the winter crop did not help in finding a stable floor for pr...
Darling Ingredients has started the year on a solid note. The company has seen excellent momentum and issued a comforting guidance for the year. After a 1 billion deal late in 2021, the next substantial bolt-on deal has already been announced, supported by the strong profitability...
Our macroeconomic forecasting team assesses how the war and latest survey data have altered the economic outlook, policymaking and recession risks. Global growth was dragged lower, principally by steep contractions in Russia and mainland China. Barring the initial COVID-19 outbreak, M...
Food manufacturers are raising prices due to higher costs, but food inflation levels vary considerably between countries. Some EU consumers are already looking for cheaper options in supermarkets. The longer food companies continue to raise their prices, the higher the chance cons...
Based on the history of agriculture and manufacturing, automation and operating margins are positively correlated. As automation increases, labor’s share of revenue tends to decrease, and as labor share decreases, operating margins tend to increase. History suggests that ce...
Corteva is outperforming the S&P 500 as well as the iShares VEGI and has the potential to further outperform in a high-inflation environment. Significant growth opportunity with projected 13.17% FCF and 8.26% EBIT CAGR over the next 5 years. Corteva has strong pricing power an...
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2024-06-15 11:12:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-24 21:28:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-05 03:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...