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Middle East Market Intelligence Brief: Week Ending August 7, 2026
President Donald Trump’s war with Iran has reached its sixth month, lasting far longer than the weeks-long conflict he initially predicted. A combination of diplomatic efforts and renewed military threats this week has highlighted the limited options before the White House as it looks for a way to end the war.
The administration now faces a decision: continue escalating pressure on Iran or pursue negotiations aimed at reaching a resolution...
Is a Recession on the Horizon? - Agri-Food Americas 2025
Since commodities follow the macroeconomy, analyzing the broader economy, especially the Purchasing Managers Index (PMI) – a timelier index than GDP, can help gauge the path ahead for commodity prices, Tom Bundgaard, Vice President, Forecasting , Expana, said at Agri-Food Americas in Chicago today.
There is not only a correlation between PMI and commodity prices but there is also a lead lag between the two. The highs and lows in PMI come with a bit of a lead lag before we see similar peaks for commodity categories.
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