Tag Archives: agriculture

Is Climate Change Impacting Your Grocery Bill?

It doesn’t take a weatherman to point out the crazy weather we have experienced in the recent past. There are more severe droughts, storms, freezes and heat that many blame on climate change. The National Climate Assessment, that will drive Barack Obama’s environmental agenda, notes that average temperature in the US has increased by about 1.5F (0.8C) since 1895, Read more […]

Food Drives March

Commodities continue their comeback as supply shocks prevail over demand growth concerns from China. The backwardation (indicative of shortage), measured by roll yield or the excess return minus the spot return, has not only persisted from February into March but increased.  March’s roll yield of 26 basis points more than doubled February’s roll yield of Read more […]

What’s Shocking About Commodities In 2014?

As 2013 is wrapping up and we look out to 2014, there are some key questions about the drivers and opportunities in commodities in the coming year, as discussed in this interview. Below are some of the questions discussed PLUS a bonus question about metals. Q1: Jodie, let’s talk about commodity performance in 2013.  It looks Read more […]