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.
Energy shock waves: US food inflation risk in 2026-2027
Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Exclusive CAD Market Musings: Boom and bust
CAD is among the worst performing G10 currencies month-to-date, down around 0.5% against USD and currently on its eighth consecutive day of declines.
Is beer back? Maybe
This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.
Supply chain constraints are curbing US data center development
Physical and geopolitical systems are hindering data center growth. Power, water, critical materials, and skilled labor are turning into binding constraints.
