Despite a volatile 2025, spreads are significantly tighter YTD as the tariff story has gradually become ‘old news’, with more structural factors shaping spreads in 2026.
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Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments. In December, Brazilian soybean ...
As part of the securitisation package, a new amendment has been proposed that lowers the risk weight for covered bonds under the Standardised Approach to 5%.
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EU milk supply is projected to fall 5% by 2035, driven by regulations, buyouts, and climate pressures, with stark regional differences and strategic implications. The European milk pool is projected ...
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