Fake War News The U.S. and China announced a resumption of bilateral trade negotiations, supposedly calming markets even though nothing has changed about the dynamics working against a deal. Fundamentally, the two sides disagree and nothing this past weekend has closed the gap. The announcement temporarily placates markets only to the degree that the fight will not be escalated in the near-term. The larger, troubling aspect for Chinese President Xi Jinping is citizens protesting for civil liberties in Hong Kong. Mr. Trump could exploit the situation, particularly if his China hawks recommend it, but his tendency has been to downplay such grassroot developments. Another Fund American agriculture is being pummeled by a trade war and...
Dry bulk markets were volatile but ultimately steady this week with notable differences in rate developments across vessel classes. The Capesize sector, which led the recent rally in freight rates with its dramatic surge, pulled back slightly amid more cautious chartering activity, partic...
New Trade Agreements U.S. and Indian officials say that bilateral trade negotiations are progressing on a comprehensive deal to expand earlier completed chapters on market access, NTBs and purchases. Prime Minister Narendra Modi has become more free trade oriented since consolidating his power...
Free Trade to State Direction Conceptually, American farmers are huge winners under a free trade policy promising fair and equitable terms. As critics of President Trump’s trade wars will be quick to point out, “U.S. farmers have been some of the biggest beneficiaries of U.S...
Key Takeaways: Soyoil futures have been trading at the highest levels since 2022. Higher crude oil prices have allowed biofuels to be more cost-competitive with fossil fuels. Recent U.S. biofuel policy, including 45Z, has been favorable toward soyoil as a feedstock. California will be limiting...
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Illuminating the value of technical research
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