A more expensive cup of coffee awaits us. Production shortage
Coffee prices have risen 25% this year as bad weather has hit crops in Brazil, a major producer of Arabica coffee, and in Vietnam, where Robusta is grown. This is the latest drop in prices in agriculture [...]
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8 March 2024
The fabric of our everyday lives and cotton becoming more expensive
Struggling commodities are finally seeing some relief thanks to stronger global growth, a stabilizing US dollar and supply-side disruptions. Cotton is a leader in making up for these [...]
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January 4 2024
Four reasons why the stock market rally in 2024 may look different
The general consensus is that the US will see a positive year of lower interest rates and accelerating earnings growth, and that returns from the US market are likely to far exceed the single-digit expected [...]
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December 21, 2023
The strange anatomy of global debt
Global debt trends matter and current levels are extremely high. However, there are significant differences between segments of governments, companies or households with widely varying sensitivity to [...]