Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Wheat Is Falling Despite Global Food Inflation
Episode 36 of The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets. Lucas and Luna dig into why wheat futures are down 3.8% in a week even as CPI and PCE data show food prices still climbing. They trace the mismatch to record Russian harvests, a slowing global economy, and the strange shape of the grain futures curve. Along the way they touch on how the Iran conflict has reshaped trade flows and why millers are the ones actually benefiting. Specific data and a clear market structure story, not just headline noise.
#Wheat #Commodities #Agriculture #FoodInflation…
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