<p>The latest USDA WASDE report looked important, but it was speaking more to farmers, grain traders, and processors than to grocery shoppers. Michelle and Vox unpack why ending stocks, exports, and crush matter for commodity markets first, and why retail food inflation only follows later through a slower and messier chain.</p>

The latest USDA WASDE report looked important, but it was speaking more to farmers, grain traders, and processors than to grocery shoppers. Michelle and Vox unpack why ending stocks, exports, and crush matter for commodity markets first, and why retail food inflation only follows later through a slower and messier chain.

S1E108 - When a Food Report Is Really a Farm Report

Thinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.

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S1E108 - When a Food Report Is Really a Farm Report

S1E108 - When a Food Report Is Really a Farm Report