Markets, industries and companies are constantly exposed to political risk (i.e., the impact that changes in policies and regulations can have on profitability). Indeed, virtually every major company’s filings with the Securities and Exchange Commission (SEC) includes some comment or disclaimer about political risks along the lines of the following:
Congress and a certain regulatory agency, and some states, continue to consider various options on a certain policy, ... it is unclear at this time what options, if any, will be finalized, and if there would be a direct impact on the company Risk associated with international business activities include unexpected changes in regulatory environments, tariffs, loss of market access, fluc...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Key Takeaways: The agricultural trade surplus has become a sizable deficit: the balance swung from a $40.1 billion surplus in 2011 to a $40.7 billion deficit in 2025. Imports kept growing while exports lost momentum: between 2020 and 2025, agricultural imports increased 45 percent, compa...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Total Red Meat & Poultry September 2026 total red meat and poultry stocks totaled 1.97 billion pounds, down 1.4 percent from August despite typically increasing 0.8 percent during the month, and were 1.5 percent below September 2025 levels. The decline pushed total inventories to a new five...
