Tagged: pandemic

The News & What it Means – Another Commodity Boom in the Offing? Possible, but Not Likely

By John DePutter & Dave Milne – October 5, 2020
The News:

We have seen some commentaries and news stories lately about how cheap commodities are, compared with stocks. And with stocks running wild to the upside, that has naturally raised some questions about whether commodities might catch the same wave and fly higher.

Couple this with China’s massive purchases of soybeans and other commodities the past several months, and people are wondering if another macro-economic upswing might be in the cards – just like 2007 through 2008, which was followed by a second surge in 2011–2012 which brought even more markets to new all-time highs.

The News & What it Means – US-China trade deal attracts news coverage. But really, China buys what China wants

By John DePutter & Dave Milne – August 17, 2020
The News:

“China continues to lag behind the pace of imports from the US needed to meet the terms of the two nations’ trade deal, amid a rapidly worsening diplomatic standoff that’s sparking global fears of a new Cold War.”

Bloomberg, July 27, 2020

The News & What it Means – Soaring Unemployment: Canadian Farms at Risk?

By John DePutter & Dave Milne – May 12, 2020
The News:

“US farm bankruptcies are continuing to tick higher and the toll may rise even further as off-farm jobs are lost in the wake of the COVID-19 pandemic, according to the American Farm Bureau (AFB).”

Syngenta website article, May 8, 2020

The News & What it Means – Doing Business in a New Normal of De-Globalization

By John DePutter & Dave Milne – May 6, 2020
The News:

“Brazilian officials expect the new coronavirus outbreak to spark a rise in global agricultural protectionism, as countries seek to secure local food supplies.”

Reuters, May 4, 2020