Commodities and the Rising Cost of Resilience
Commodity demand is becoming policy-mandated while supply stays constrained by geology, permitting, and capital discipline.
6 min read
Economy
Macro indicators, policy shifts, and economic forces shaping growth and inflation.
Higher Prices Won’t Fix Commodity Supply
The old price-up, capital-in, output-up loop is weakening as permitting, geology, labor, and infrastructure cap how quickly new supply can emerge.
8 min read
Mortgage rates reach highest level since July 2025
The average 30-year fixed mortgage rate reached 6.75% on Tuesday, marking its highest level since July 2025 following a sharp spike since late February.
1 min read
Bank of Japan cuts 2026 growth forecast to 0.5 percent as oil prices rise
Japan's economy grew at a 2.1% annualized rate in the first quarter, exceeding the 1.7% forecast on strong exports and consumption.
1 min read
UK unemployment rate rises to 5% as hiring slows
UK wage growth slowed to 3.4% in the first quarter of 2026 while youth unemployment reached its highest level since late 2014 at 14.7%.
1 min read
China agrees to buy 200 Boeing jets and $17 billion in US farm goods
China committed to buying at least $17 billion of American agricultural products annually through 2028 and will purchase 200 Boeing aircraft.
1 min read
China commits to 17 billion dollars in annual U.S. agricultural purchases
China committed to purchasing $17 billion of American agricultural products annually through 2028 and an initial 200 Boeing aircraft.
1 min read
Economy Watch
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1 min read
Trump summit yields China deal for 17 billion dollars in US farm goods and 200 Boeing jets
China committed to purchasing at least $17 billion in U.S. agricultural products annually through 2028 along with 200 Boeing aircraft.
1 min read
China agrees to buy $17 billion in US farm products annually
China committed to purchasing at least $17 billion in American agricultural products annually through 2028 following a summit in Beijing.
1 min read
China agrees to $17 billion in annual US agricultural purchases through 2028
China agreed to purchase at least $17 billion in American agricultural products annually through 2028 following a two-day summit in Beijing.
1 min read
China agrees to $17 billion in annual US agricultural purchases
China agreed to purchase at least $17 billion in American agricultural products annually through 2028 in addition to existing soybean commitments.
1 min read