Global Market Analysis
Global Market Analysis Chaos Theory: When Markets Sink, Leaders Swim Key Findings * We will publish our May US polymer pricing report tomorrow (Friday, May
May 29, 2025
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Global Market Analysis Chaos Theory: When Markets Sink, Leaders Swim Key Findings * We will publish our May US polymer pricing report tomorrow (Friday, May
General Thoughts: US corn and soybean prices have fallen to YTD lows in August, but soybean values have fallen relative to corn, potentially putting in
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical equity index has underperformed in 2024, but several factors have partly offset crop market weakness to
General Thoughts: We view the maturing of the seed trait and crop protection industry as beneficial to distributors and farmers but negative for global seed
The US Sept. producer price index (PPI) posting exceeded expectations. Most views of inflation peaking in 4Q22 inadequately consider energy market and geopolitical risks.
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