Markets, industries and companies are constantly exposed to political risk (i.e., the impact that changes in policies and regulations can have on profitability). Indeed, virtually every major company’s filings with the Securities and Exchange Commission (SEC) includes some comment or disclaimer about political risks along the lines of the following:
Congress and a certain regulatory agency, and some states, continue to consider various options on a certain policy, ... it is unclear at this time what options, if any, will be finalized, and if there would be a direct impact on the company Risk associated with international business activities include unexpected changes in regulatory environments, tariffs, loss of market access, fluc...
What You Need to Know Today: Oil prices extended their rally Tuesday as disruptions to global supplies intensified. Saudi Arabia halted crude loadings at its Yanbu Red Sea port following the shutdown of the East-West Pipeline, while protests by oil-sector security workers forced the suspension...
The USDA has lowered its 2026 red meat production forecasts while leaving poultry almost unchanged. Beef is now projected at 24.877 billion pounds, 90 million pounds below August on slower Q3 fed cattle slaughter and lighter dressed weights, along with an anticipated counterseasonal cutback in...
Beef packer margins deteriorated to $156.75/head last week, down $46.05 from the prior week as fed cattle prices strengthened while gains in the Choice cutout were comparatively modest. The Choice cutout increased...
