Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Corn Is the New Copper
On this episode of The Commodities Economy, Lucas and Luna unpack the recent surge in corn futures, which climbed nearly nine percent in a single week even as oil prices cooled. They explore why corn has become the commodity market's new bellwether, driven by ethanol mandates, drought in the U.S. Midwest, and strong export demand from China. The conversation digs into the surprisingly tight link between corn prices and inflation expectations, and how the Fed's cooling CPI numbers are at odds with the spike in agricultural commodities. Lucas and Luna also discuss the broader…
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