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Market Strategy

Cross Asset Monthly

Commodities: Will QE3 Mitigate Near-Term Downsides?

By Gary Clark May 7, 2012

Market Strategy

RGE Agriculture Sensitivity Index (RASI): Impacts on Individual Economies

By Gary Clark, Shelley Goldberg and Natalia Gurushina Jan 2, 2012

Market Strategy

Fertilizer: A Pot of Ash at the End of the Rainbow

By Shelley Goldberg Dec 13, 2011

Cross Asset Monthly

Commodities: Staying in the Markets—It's All Relative

By Shelley Goldberg Dec 8, 2011

Cross Asset Monthly

Commodities: Volatility—Trick or Treat

By Shelley Goldberg Oct 7, 2011

Market Strategy

Orange Juice Shorts Get Squeezed

By Shelley Goldberg May 17, 2011

Market Strategy

Cross Asset Model Portfolio: April Review

By Dayna Goodwin Apr 30, 2011

Market Strategy

Commodity Sacrifices: Pay Up, Substitute, Scale Back or Eliminate

By Shelley Goldberg Apr 11, 2011

Market Strategy

Q2 2011 Global Scenario Analysis: HeatMap

By the RGE Market Strategy Team Apr 11, 2011

Cross Asset Monthly

A Fine Balance

By Arnab Das Apr 4, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Rebalancing for More Inflation Protection

By Dayna Goodwin Apr 4, 2011

Cross Asset Monthly

Commodities: Oil Supply Shocks—The Crude Facts

By Shelley Goldberg Mar 1, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

Commodities: There's No Such Thing as a Free Lunch

By Shelley Goldberg Feb 8, 2011

Cross Asset Monthly

Commodities: The Bull in the China Shop

By Shelley Goldberg Dec 6, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Market Strategy

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Economic Research

Global Economic Outlook

Asia Outlook: Quantum of Solace

By Michael Manetta, Adam Wolfe, Ayoti Mittra and Kunal Kumar Kundu Mar 20, 2012

Asia Weekly

Can We Believe the January Numbers?

By Michael Manetta, Ayoti Mittra and Kunal Kumar Kundu Feb 9, 2012

LatAm Weekly

Brazil Inflation; Chile Economic Activity; Colombia Inflation

By Juan Lorenzo Maldonado Jan 2, 2012

Global Economic Outlook

Thailand Outlook: The Dark Before the Dawn

By Michael Manetta Dec 9, 2011

Asia Weekly

Thailand GDP; Singapore IP and Inflation; Taiwan IP

By Michael Manetta, Adam Wolfe, Ayoti Mittra and Kevin Yan Nov 17, 2011

Global Economic Outlook

Thailand Outlook Update: The Deluge

By Michael Manetta Nov 2, 2011

Asia Weekly

Taiwan GDP; Thailand Inflation; Malaysia Exports

By Michael Manetta, Adam Wolfe and Ayoti Mittra Oct 27, 2011

LatAm Weekly

Brazilian and Peruvian Monetary Policy; Chilean Economic Activity

By Bianca Taylor and Juan Lorenzo Maldonado Oct 3, 2011

Economic Research

Brazil: Inflation Risks and the New Monetary Policy Model

By Bianca Taylor and Nuria Tolsa Sep 28, 2011

Global Economic Outlook

Venezuela Outlook Update: Dicey Liquidity Situation Continues

By Bianca Taylor Sep 22, 2011

Asia Weekly

Singapore, Japan, Thailand Industrial Production; Taiwan Monetary Policy; Vietnam Inflation

By Michael Manetta, Adam Wolfe, Mikka Pineda and Ayoti Mittra Sep 22, 2011

Global Economic Outlook

Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth

By Juan Lorenzo Maldonado Sep 20, 2011

Global Economic Outlook

Sub-Saharan Africa Outlook Update: Resiliency Tested

By Maya Senussi and Rachel Ziemba Sep 19, 2011

Global Economic Outlook

Thailand Outlook Update: Workshop of the Asian Middle Class

By Michael Manetta Sep 15, 2011

LatAm Weekly

Monetary Policy in Brazil, Mexico, Chile and Peru; Economic Activity in Argentina; Politics in Mexico

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Sep 12, 2011

Global Economic Outlook

Indonesia Outlook Update: No Plans for a Lost Decade

By Michael Manetta Sep 7, 2011

Global Economic Outlook

India Outlook Update: Demand Destruction

By Adam Wolfe Aug 8, 2011

Mena Focus

MENA Looks for New Markets: Trade Ties Shifting Slowly

By Maya Senussi, Rachel Ziemba and John Prosser Aug 5, 2011

North America Weekly

U.S.: A Weak ISM and FOMC Musings; Canada: Strong Inflation For Now

By Prajakta Bhide, Tetiana Sears, Syed Rahman and Rachel Ziemba Jun 27, 2011

Global Economic Outlook

Vietnam Outlook Update: Don’t Stop Tightening

By Arpitha Bykere Jun 22, 2011

Global Economic Outlook

Pakistan Outlook Update: Politics Trump the Economy

By Arpitha Bykere Jun 22, 2011

Global Economic Outlook

Ukraine Outlook Update: Investment-Led Growth

By Tetiana Sears Jun 14, 2011

Economic Research

Why Bank Indonesia Isn’t Afraid of Inflation, and Shouldn’t Be

By Michael Manetta Jun 14, 2011

Global Economic Outlook

Nigeria Outlook Update: Hard Work Ahead

By Corinna Bordewieck and Rachel Ziemba Jun 13, 2011

Economic Research

Overheating Asia Yearns for Policy Coolants

By Arpitha Bykere, Michael Manetta and Adam Wolfe May 9, 2011

LatAm Weekly

Brazil’s Central Bank Moves Cautiously Forward While Banxico Remains Neutral

By Juan Lorenzo Maldonado and Alex Giron May 2, 2011

China Monthly

How China's Inflation and Imports Will Reshape the World

By Adam Wolfe May 2, 2011

Asia Weekly

Indonesia and Philippines Inflation; Australia and India Monetary Policy Meetings

By Mikka Pineda, Michael Manetta and Arpitha Bykere Apr 28, 2011

LatAm Weekly

Brazil Softens Tightening Path; Colombia Looks Set to Hike

By Juan Lorenzo Maldonado Apr 25, 2011

Global Economic Outlook

Hungary Outlook Update: Inflation Conundrum

By Jelena Vukotic Apr 20, 2011

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Market Strategy Team Apr 11, 2011

Economic Research

India’s Growth-Inflation Dilemma

By Arpitha Bykere Apr 7, 2011

Economic Research

Chinese Growth Easing While Inflation Spikes

By Adam Wolfe Apr 7, 2011

Economic Research

Bank Indonesia to Hold Steady in April

By Michael Manetta Apr 7, 2011

Economic Research

South Korea’s Inflation Headache Unlikely to Ease Soon

By Arpitha Bykere Mar 24, 2011

Economic Research

Canada's Spending Strong in Short Term

By Tetiana Sears and Rachel Ziemba Mar 21, 2011

Global Economic Outlook

Asia/Pacific Outlook: Dreaming of Decoupling

By Arpitha Bykere Mar 18, 2011

Global Economic Outlook

Argentina Outlook: Back to Reality

By Bertrand Delgado Mar 18, 2011

Economic Research

Japan: What Could Fukushima Cost?

By Mikka Pineda Mar 18, 2011

Economic Research

Singapore Inflation Keeps Up the Pace in February

By Michael Manetta Mar 17, 2011

Global Economic Outlook

China Outlook: If You Build It…

By Adam Wolfe Mar 16, 2011

Global Economic Outlook

Commonwealth of Independent States Outlook: All About Oil

By Rachel Ziemba Mar 16, 2011

Economic Research

Mexico: Inflation Still Falling in February

By RGE's LatAm Analyst Team Mar 11, 2011

Economic Research

Peru: Central Bank to Tighten Monetary Policy Rate

By Bertrand Delgado Mar 7, 2011

Economic Research

Venezuela: Food Prices Fall More Than Expected

By Juan Lorenzo Maldonado Mar 4, 2011

Economic Research

Philippine Exports Lie Dormant

By Mikka Pineda Mar 3, 2011

Economic Research

Mexico: Central Bank to Stay on Hold at 4.5%

By Bertrand Delgado Mar 2, 2011

Economic Research

Argentina: Strong Tax Revenues in February

By Bertrand Delgado Feb 28, 2011

Asia Weekly

Is Asia’s Inflation Spreading Beyond Food and Fuel?

By Michael Manetta and Mikka Pineda Feb 24, 2011

Economic Research

Flooding Dampens Australia’s Q4 GDP Growth

By Mikka Pineda Feb 24, 2011

Economic Research

Morocco: Subsidy Bill Doubles

By Maya Senussi Feb 23, 2011

Economic Research

Brazil: Softening Economic Activity

By Bertrand Delgado and Renzo Merino Feb 18, 2011

Economic Research

Colombia: Overvalued Currency Hurts Non-Traditional Exports

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2011

Economic Research

Australian Floods Revive Philippine Trade

By Mikka Pineda Feb 17, 2011

Economic Research

Brazil: High Inflation Weakens Retail Sales

By Bertrand Delgado and Nathalie Picarelli Feb 16, 2011

Economic Research

Colombia: Monetary Policy Minutes Turn Slightly Hawkish

By Bertrand Delgado and Renzo Merino Feb 16, 2011

Economic Research

Argentina: Robust Economic Expansion in December

By Bertrand Delgado Feb 14, 2011

Economic Research

Mexico: Inflation Takes a Dive in January

By Bertrand Delgado and Renzo Merino Feb 11, 2011

Economic Research

India: No Respite From Inflation

By Arpitha Bykere Feb 10, 2011

Economic Research

Chinese Inflation in January: Hopping Higher and Higher

By Adam Wolfe Feb 10, 2011

Economic Research

Mass Protests in Egypt Challenge the Regime and Shake Markets

By Ayah El Said and Rachel Ziemba Jan 28, 2011

Mena Focus

A Memo From Tunisia

By Ayah El Said, Maya Rusinowicz and Rachel Ziemba Jan 18, 2011

Economic Research

Morocco: Buoyed by Agriculture?

By Maya Senussi Jan 18, 2011

Economic Research

Ethanol Subsidies: Adding Fuel to the Fire?

By Gary Clark and Rachel Ziemba Nov 5, 2010

Economic Research

Nov 1 Data Release: Government Maneuvers Tame Thai Inflation

By Mikka Pineda Oct 28, 2010

Economic Research

Chile to Ease Peso’s Appreciation

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 1, 2010

Economic Research

Mexico’s Recovery Still Sluggish

By Bertrand Delgado Sep 29, 2010

Economic Research

Chile’s Industrial Production Surprises the Markets

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 29, 2010

Economic Research

MENA Focus: Fearing a Food Crisis

By Ayah El Said, Maya Senussi and Rachel Ziemba Aug 18, 2010

Economic Research

Europe Weekly Spotlight: Eurozone Q2 Growth; Is Germany Rebalancing?; Polls Near in Latvia and Sweden

By Elisa Parisi-Capone, Katharina Jungen, Mary Stokes, Parul Walia, David Rogovic and Eric Persson Aug 13, 2010

Global Economic Outlook

Agriculture: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Commodities: Q2 2010 Outlook

By Mikka Pineda, Lee Hudson Teslik, and Rachel Ziemba Apr 12, 2010

Global Economic Outlook

Agriculture: Q2 2010 Outlook

By Lee Hudson Teslik Apr 12, 2010

Global Economic Outlook

Agriculture: Q1 2010 Outlook

By Monika Brown Jan 30, 2010

Global Economic Outlook

Commodities: Q1 2010 Outlook

By Mikka Pineda, Rachel Ziemba and Monika Brown Jan 30, 2010

Economic Research

Commodities Outlook, Q4 2009

By Monika Brown, Mikka Pineda & Rachel Ziemba Oct 7, 2009

Economic Research

Global Commodities Outlook, Q3 2009

By Mikka Pineda & Rachel Ziemba Jul 24, 2009

Economic Research

Commodity Correction Postmortem

By Mikka Pineda Apr 3, 2008

Daily Digest

Blogs

Vast Opportunities In GCC Water And Power Sector

The Memri Economic Blog  Oct 19, 2011

Analysis

U.S. 2011/12 Rice Crop Projection Lowered to186.9 Million Cwt

USDA October Rice Outlook  Katherine Baldwin and Nathan Childs Oct 19, 2011

News

Dairy prices snap four month slide, up 1.7pc overnight

New Zealand Herald  Oct 19, 2011

Analysis

Sugar: FY2011 Beet Production Estimate Reduced

USDA October Sugar Outlook  Stephen Haley Oct 18, 2011

Analysis

Projected 2011/12 Wheat Ending Stocks Are Raised

USDA Wheat Outlook  Oct 17, 2011

News

Ghana ups cocoa purchase price for 2011/12

Reuters  Kwasi Kpodo Oct 14, 2011

Analysis

U.S. U.S. 2011/12 Crop Projection Lowered to 186.9 Million Cwt

USDA Rice Outlook  Oct 14, 2011

Analysis

Average Soybean Farm Price Lowered by a Poorer Demand Outlook

USDA Oil Crops Outlook  Oct 14, 2011

Analysis

Foreign Cotton Consumption/Production Gap Reduced

USDA Cotton and Wool Outlook  James Kiawu, Leslie Meyer and Stephen MacDonald Oct 14, 2011

Research

Fiscal Consequences of Food and Agricultural Commodities Inflation

World Bank  Otaviano Canuto Oct 11, 2011

News

Russia Export Cap Plan Drives Up Grain Prices

Financial Times (subscription)  Isabel Gorst and Jack Farchy Oct 12, 2011

News

Tanzania scraps grain export ban

Reuters Africa  Oct 12, 2011

News

Tanzania coffee prices rise, shrug off recession worries

Reuters  Fumbuka Ng'wanakilala Oct 08, 2011

News

Avocado Plunge Helping Sap Demand for Inflation Protection: Mexico Credit

Bloomberg  Ben Bain and Jonathan J. Levin Oct 10, 2011

Analysis

China ploughs a new corn furrow

Asia Times  Peter Lee Oct 08, 2011

Research

Predicting the Impact of Climate Change on the Cocoa-Growing Regions in Ghana and Cote d’Ivoire

International Center for Tropical Agriculture (CIAT)  September 2011

News

Start of Ivorian cocoa season to rival last year

Reuters  Ange Aboa Oct 03, 2011

News

Analysis: Corn export dominance to bend, not break

Reuters  Karl Plume Oct 03, 2011

News

Grain prices tumble after US inventory jumps

Financial Times (subscription)  Gregory Meyer Oct 03, 2011

News

Ivorian cocoa farmers upbeat on 2011/12 crop

Reuters  Ange Aboa Sep 30, 2011

Analysis

Global Crisis Weighs on Palm Prices

Reuters  Bazuki Muhammad Sep 30, 2011

News

NYSE Liffe to publish traders’ cocoa, coffee and sugar positions

Financial Times (subscription)  Javier Blas and Emiko Terazono Sep 29, 2011

News

Fonterra's new CEO to take 'fresh look' at milk prices

New Zealand Herald  Sep 28, 2011

News

Rice sufficiency goal seen met by 2013

Manila Times  James Konstantin Galvez Sep 27, 2011

News

NZ's agriculture support lowest in OECD

New Zealand Herald  Sep 22, 2011

News

Fonterra pours $10bn into economy

New Zealand Herald  Sep 22, 2011

News

Rice output seen a fifth higher in 3Q

Manila Times  James Konstantin Galvez Sep 22, 2011

News

Philippines reaps $15M for investment in coco trade

Philippine Daily Inquirer  Christine O. Avendaño Sep 20, 2011

Analysis

Sugar and Sweeteners Outlook September 2011

USDA  Stephen Haley Sep 19, 2011

Analysis

U.S. Livestock Exports Flourishing, Despite Drought and High Domestic Feed Prices

USDA Livestock, Dairy, and Poultry Outlook  Rachel J. Johnson Sep 19, 2011

Analysis

U.S. 2011/12 Rice Crop Projection Raised to 190.9 Million Cwt

USDA Rice Outlook  Sep 19, 2011

Analysis

U.S. Soybean Yield Forecast Is Revised Higher

USDA Oil Crops Outlook  Sep 19, 2011

Analysis

Global 2011/12 Wheat Ending Stocks Expected to Rise

USDA  Olga Liefert and Gary Vocke Sep 19, 2011

Analysis

Food Price Watch August 2011

World Bank  Sep 14, 2011

News

Argentine Corn Group Sees Government Freeing 1.5 Million Tons for Export

Bloomberg  Rodrigo Orihuela Sep 14, 2011

News

Kenyan Benchmark Coffee Price Falls 4.8% as Quality Declines

Bloomberg  Fred Ojambo Sep 13, 2011

News

Thailand May Give Up Top Rice-Exporter Role

Bloomberg  Daniel Ten Kate and Supunnabul Suwannakij Sep 13, 2011

News

Storm clouds over cotton price

Financial Times (subscription)  Gregory Meyer Sep 13, 2011

News

US cuts domestic corn crop outlook

Financial Times (subscription)  Gregory Meyer Sep 13, 2011

Analysis

Food Price Index: August 2011

Statistics New Zealand  Geoff Bascand Sep 13, 2011

Blogs

Cereals prices in 2020: how worried should we be?

Overseas Development Institute  Steve Wiggins and Sharada Keats Sep 12, 2011

News

China launches temporary cotton reserve

China Daily  Sep 09, 2011

News

Morgan Stanley Ranks Corn as Top Commodities Bet

Agrimoney  Sep 09, 2011

News

Soybean Prices Face 'Sharp Rally', says Goldman

Agrimoney  Sep 09, 2011

News

Global Food Prices Stay High

Wall Street Journal  Tom Polansek Sep 09, 2011

News

India Grain Exports to Drag Down Global Prices

Wall Street Journal  Sameer Mohindru Sep 09, 2011

News

Canada Is Taking Aim at Its Wheat Monopoly

Wall Street Journal  Paul Vieira and Mark Peters Sep 09, 2011

News

Prices of agricultural products up 18.7% in eight months

El Universal  VÍCTOR SALMERÓN Sep 08, 2011

News

DA sees no need to import more rice this year

The Philippine Star  Marianne V. Go Sep 09, 2011

News

Uganda Aug Coffee Exports Up 42 Pct yr/yr

Reuters  Elias Biryabarema Sep 07, 2011

News

Pakistan Cotton Prices Surge as Heavy Rains Damage Crops

Commodity Online  Sep 08, 2011

News

Cotton Futures Soar on Hurricane's Damage

Wall Street Journal  Leslie Josephs Sep 08, 2011

News

Cocoa Supply Plentiful as EU, U.S. Chocolate Demand Stays Flat

Wall Street Journal  Neena Rai Sep 07, 2011

News

Analysts Call Time on Ever-Smaller US Corn Hopes

Agrimoney  Sep 06, 2011

News

Every Investor in Commodities Should Know China is their Biggest Buyer

The Daily Reckoning  Chris Mayer Sep 07, 2011

News

Grain Market Report - August 25, 2011

International Grain Council  August 25, 2011

Analysis

ABN AMRO World Agronomy

ABN AMRO  August 2011

News

Thailand Sees Higher Rice Output, Despite Floods

Business Recorder  Sep 07, 2011

News

Thailand Sees Higher Demand for Rice as Vietnam Sellers Cancel Deals

Wall Street Journal  Sameer Mohindru Aug 18, 2011

Analysis

U.S. 2011/12 Crop Projected at 188.1 Million Cwt

USDA  Katherine Baldwin and Nathan Childs Sep 07, 2011

News

Climatologists Spoil Uganda‘s Tea Party

The East African (Nairobi)  Esther Nakkazi Sep 03, 2011

News

Quality of UK Wheat 'Makes Up For' Drop in Yield

Agrimoney  Sep 05, 2011

News

Africa to Exploit Palm Oil Potential - At Last

Agrimoney  Sep 05, 2011

News

Can History Repeat Itself a Third Time in Sugar?

Agrimoney  Sep 02, 2011

News

Ukraine’s Corn Exports Surge Capping Price Rally as Heat Erodes U.S. Crop

Bloomberg  Maria Kolesnikova and Kateryna Choursina Sep 02, 2011

News

Kenya: Demand for Tea Hots Up As Arab Crisis Cools Down

Business Daily  George Omondi Sep 02, 2011

News

Cotton Prices Face 'Significant' Fall, says ICAC

Agrimoney  Sep 02, 2011

News

US Corn Harvest Estimate '500m Bushels Too Big'

Agrimoney  Aug 31, 2011