Global Commodities: A surplus of agri risks
Show notes
This week has finally delivered the result of the Midterm elections, with energy markets repricing the risks in the Middle East. Risk premia have also eroded in agriculture, where many political and fundamental factors are active at once. In this episode, we discuss the risk profile for ags and our outlook for 2027.
Speaker:
Tracey Allen, Head of Agricultural Commodities
This podcast was recorded on November 6, 2026.
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