Fertilizer Matters EP54: Middle East Conflict – Fertilizer Demand Destruction
In this episode, the Argus Fertilizer Matters team examines how the Middle East conflict is causing "fertilizer demand destruction"—a permanent reduction in fertilizer use as prices soar and supply chains falter. Editors from Europe, North America, and Brazil explain that nitrogen, phosphate and potash markets are all feeling pressure, with farmers cutting back applications, shifting crops, and facing weaker crop margins. The discussion highlights regional nuances: Europe sees steep urea price spikes and a shift to cheaper nitrates; the U.S. grapples with a mix of tariffs, supply disruptions, and high input costs; Brazil’s heavy import reliance makes it vulnerable to Middle‑East supply shocks. The panel warns that reduced fertilizer use could tighten grain supplies later, potentially reigniting food‑price inflation.
5 Reasons To Not Invest Your Retirement Savings In Variable Annuities, #309
In this episode, host Ryan Morrissey explains what variable annuities are and outlines five key reasons to avoid them for retirement savings. He highlights the high, often hidden fees—including mortality, expense, sub‑account, and rider charges—that can total 3‑4% annually, eroding...
Fertilizer Matters EP53: Middle East Conflict – Impact on Australia’s Phosphate Market
In this episode, Argus Media’s Tom Hampson and Sydney‑based reporter Susanna Cornford examine Australia’s phosphate market amid the Middle East conflict. They outline the country’s reliance on imported MAP and DAP—primarily from Saudi Arabia, Morocco and China—and detail how the...
Screwworm Scare Sparks Volatility, as Cattle Markets Push Higher | Beef Market Update
In this Beef Market Update, Anne Wasco discusses the impact of the first U.S. case of New World Screwworm on cattle futures, noting an initial price drop followed by a rapid recovery once USDA clarified its response. She highlights record...
Global Rates: ECB, Cross-Market Views and UK Politics Update
In this episode of At Any Rate, JPMorgan’s European Rates Strategy head Francis Diamond and colleagues Kigenja Gupta and Aditya Chaudhia examine the Eurozone rate outlook ahead of the June ECB meeting, noting that a 25‑bp hike is fully priced...
Jun 04 | Commodity Week
In this June 4 episode of Commodity Week, hosts Todd Gleason, Logan Kimmel, Sherman Newland, and Shane Holthorff dissect the recent sell‑off in corn, soybeans, and hard red winter wheat, exploring short‑term targets for both old‑crop and new‑crop sales. They highlight...
Driving Discussions: Summer 2026 Outlook - War Driven Tightness in U.S. Gasoline Markets
In this episode, Jared Ainsworth and Argus associate editor Stephanie Crawford examine how the U.S.-Iran war has rapidly tightened U.S. gasoline supplies ahead of the summer driving season. They note that inventories, which were unusually high in February, have fallen...
Fertilizer Matters EP52: China’s Potash Market
In this episode, analyst Johanna Jing explains that China settled its 2026 standard MOP (potash) contract at $348 per ton CFR, the earliest settlement on record, and that domestic prices remain firm despite the post‑peak season. She highlights China’s reliance...
Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease
In this episode of The REIT Report, Morgan Stanley’s Adam Kramer discusses how the multifamily REIT sector is moving from a supply‑driven crisis to a demand‑focused recovery as new construction pipelines hit their lowest levels since 2013. He highlights regional...
Broadcom Stumbles
The episode reviews Broadcom’s rare earnings miss, noting that despite solid results the market demanded flawless guidance, sending the $2 trillion‑valued stock down over 10%. Analysts point to rising competition from NVIDIA and emerging players like Marvell, as well as questions...
No Strait Answers: Energy Shocks, AI Stocks, and Trade Talks
In this episode recorded at PwC’s Asia‑Pacific Global Tax Symposium, Doug McHoney and PwC chief economist Dr. Alexis Crowe examine the geopolitical fallout from the Iran‑Houthi conflict and its ripple effects on global energy markets, highlighting how disruptions to LNG,...
Wednesday - June 3, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a market pullback on June 3, 2026, noting a 620‑point drop in the Dow after nine consecutive weeks of gains, while highlighting that the broader year‑to‑date performance remains strong...
Finding Hidden Value in Multifamily Real Estate with Braiden Goodchild, VP of Capital Formation and Strategic Transactions at Equiton
In this episode, Braiden Goodchild, VP of Capital Formation and Strategic Transactions at Equiton, walks listeners through his diverse career—from municipal planning to real estate investment banking—and explains how Equiton has grown into a $1.7 billion AUM, vertically integrated platform focused...
FX Moment: Euro-Dollar 2H Outlook Could Be a Tale of Two Stories
In this FX Moment episode, Bloomberg Intelligence’s chief FX strategist Audrey Charles Freeman and Laura Cooper, head of macro strategy at Nuvin, dissect the Euro‑Dollar outlook through H2 2024 and into 2027. They argue that while structural forces—such as a...
Turnaround Stories and Shorting Stocks
In this episode of Motley Fool Hidden Gems Investing, hosts Tyler Crowe, Lou Whiteman, and Matt Frankel dissect two main themes: the ongoing turnaround at Dollar General and the role of short‑seller research firms after the recent Citron Research conviction....