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Commodity Economics

Commodity Economics

Supply Chain

Monthly Economic Letter December 2024

RECENT PRICE MOVEMENT Cotton benchmarks were either rangebound or moved slightly lower over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured increases to global production (+1.2…

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Supply Chain

Monthly Economic Letter November 2024

RECENT PRICE MOVEMENT Cotton benchmarks either decreased slightly or traded sideways over the past month.• Recent movement in the December NY/ICE futures contract appears to be reinforcing the trading range…

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Supply Chain

Monthly Economic Letter October 2024

RECENT PRICE MOVEMENT Cotton benchmarks were flat or higher over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured relatively minor changes to global production (+219,000 bales…

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Supply Chain

After a Series of Disruptive Years, the U.S. Economy & the Global Cotton Market Are Calming

Four years ago, fashion week shows were held online, retail stores became fulfillment centers, adults and school children stayed in pajamas and loungewear all day as many began remote work…

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Supply Chain

Things to Know About Consumers & Inflation – U.S. Edition (Wave 8)

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Supply Chain

Things to Know About Consumers & Inflation – Mexico Edition (Wave 8)

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Supply Chain

Things to Know About Consumers & Inflation – China Edition (Wave 8)

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Supply Chain

Monthly Economic Letter September 2024

RECENT PRICE MOVEMENT Cotton benchmarks were flat or higher over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured decreases to estimates for global production (-1.2 million…

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Supply Chain

Monthly Economic Letter August 2024

RECENT PRICE MOVEMENT All cotton benchmarks decreased over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured decreases to figures for global production (from 120.2 to 117.6…

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Supply Chain

Monthly Economic Letter July 2024

RECENT PRICE MOVEMENT Movement in benchmark prices was mixed over the past month. Pakistani spot prices fell from 86 to 80 cents/lb.  In domestic terms, values dropped from 19,700 to…

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