North America
Find the latest economic insights from the US, Canada, and Mexico, where local experts cover food and agribusiness, the energy transition, and global financial markets.
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
Alignment
President Trump is close to nominating the next Fed Chair. While Kevin Hassett is seen as the leading contender, the name of the nominee may not be particularly relevant.
Five-year California almond outlook
Prices are pised to increase. An upcoming reduction in bearing acreage due to the aging-out of trees will tighten supplies.
It Ain't Over Till It's Over
The FOMC made a 25 bps cut to the target range for the federal funds rate to 3.50-3.75% from 3.75-4.00%.
Exclusive Bank of Canada Post-Decision Report
On December 10, the Bank of Canada announced its decision to maintain the overnight policy rate at 2.25%.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
