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02.09.26 - 15:45
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Bloomberg Agri Index Posts Biggest Monthly Jump Since Arab Spring Riots As Food-Crisis Risks Mount (ZeroHedge)
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Bloomberg Agri Index Posts Biggest Monthly Jump Since Arab Spring Riots As Food-Crisis Risks Mount
The Bloomberg Agriculture Spot Index (BCOMAGSP) posted its largest monthly gain since the chaotic days of the Arab Spring riots and is nearing a breakout above its 2023 highs, signaling a broad-based acceleration in agricultural commodity prices. The upside momentum comes as Wall Street increasingly warns that a perfect storm of factors, from El Niño and higher fertilizer and diesel prices to disruptions in the Black Sea and the Strait of Hormuz, could push the global food system toward another crisis.
From veteran commodities strategist Jeff Currie turning bullish and UBS urging clients last week to "position for a commodity upcycle" to warnings from Barclays analyst Craig Rye and JPMorgan analyst Nora Szentivanyi, the message from Wall Street is becoming increasingly harder and harder to ignore: Agricultural prices are breaking out, raising the risk that today's physical commodity s...
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02.09.26 - 13:24
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How To Engineer A Food Crisis (ZeroHedge)
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How To Engineer A Food Crisis
Via UNSHADOWED Substack,
The UK paid farmers to stop producing, and now blames a food crisis on the weather...
The UK seems to be in a world of hurt.
The media has been abuzz about the need to stock canned goods due to "food shortages," blaming global warming and hostile nations:
- Guardian, August 25, 2026
Remarkably, these were exactly the causes blamed in many tabletop exercises, including Food Chain Reaction Game 2015 - keynoted by none other than John Podesta - which, unsurprisingly, demanded "better global governance."
But the genesis of this "new" food crisis, being used to justify an acceleration of gene-edited crops and other unpopular measures advancing the technocratic takeover of food, lies not in Russian aggression or CO2, but in bad policies and economic warfare against farmers for generations.
The Food Crisis is Coming from Inside the House
Though several novels could be dedicated to the systematic strangulation of Brit...
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02.09.26 - 09:06
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Philippine fast-food giant Jollibee picks Hong Kong over New York for spin-off listing (SCMP)
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The parent company of Philippine fast-food giant Jollibee plans to spin off and list its international operations, choosing Hong Kong over New York in a strong endorsement of the city's initial public offering (IPO) diversification efforts.
Jollibee Foods Corp (JFC) said in January that it intended to list its overseas arm, Jollibee Foods Corporation International (JFCI), in the United States. The company has now selected Hong Kong as its listing destination.
“Hong Kong offers the market depth......
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01.09.26 - 18:45
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Shein IPO Flops As Fast-Fashion Empire Sees Growth Slowdown (ZeroHedge)
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Shein IPO Flops As Fast-Fashion Empire Sees Growth Slowdown
Chinese online fast-fashion retailer Shein made its long-awaited Hong Kong market debut Tuesday, only to fall flat in what can only be viewed as a disappointing IPO plagued by investor concerns about slowing growth, rising costs and an increasingly challenged international business model.
"Shein's many challenges are well known to investors and likely behind the sharp share-price fall on IPO day," Vey-Sern Ling, managing director at Union Bancaire Privée, wrote in a note. "Growth is slowing and losses rising amid stiff competition from both e-commerce and fast-fashion players. More critically, its business model continues to be disrupted by evolving international regulations."
Shen Meng, director at Beijing-based investment bank Chanson & Co., said, "With investors favoring AI and technology-related plays in Hong Kong, Shein's appeal is relatively limited as a traditional e-commerce company that relies heav...
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01.09.26 - 14:57
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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives (ZeroHedge)
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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Bernstein's latest GLP-1 tracker has Eli Lilly's Mounjaro leading script growth, with downstream effects compounding pressure on the restaurant industry already facing weakening consumer confidence, as gas prices nationwide remain above a politically sensitive $4 a gallon in late summer.
Turning to UBS's latest note on the restaurant industry, Dennis Geiger, who covers U.S. restaurants and consumer discretionary names, wrote in a note on Sunday that restaurant investors are struggling to identify opportunities across the space amid sharp share-price volatility, weakening consumer confidence, growing uncertainty over the second-half outlook, and increasing GLP-1 adoption.
He points to a widening divide across the industry:
Fast casual: Cava and Chipotle remain preferred, while Wingstop is attracting interest after its selloff. Investors see the NFL season, easier comparisons, and new value promotions as potential catalys...
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01.09.26 - 12:54
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What Russia-Ukraine Black Sea Attacks Mean for Food Prices (Bloomberg)
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Almost two months of nonstop attacks by Russia and Ukraine on each other's commercial ships and ports in the Black Sea and Sea of Azov have cut into grain exports from both countries. That's sent wheat futures to the highest level in three years and threatened global food supplies....
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01.09.26 - 11:18
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From milk to sausage rolls: how vending machines could help tackle UK ′food deserts′ (The Guardian)
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Selling direct to public helps squeezed farmers control prices and improves access to food in rural areasFizzy drinks, packets of crisps and bars of chocolate: for decades, vending machines were known as a place to grab a quick snack.Now one family of farmers is trying to change that by bringing vending machines offering fresh milk and local produce – including scotch eggs, sausage rolls and brownies – to villages and other rural locations. Continue reading......
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01.09.26 - 11:12
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Shein slips on Hong Kong debut amid fast-fashion challenges (SCMP)
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Fast-fashion retailer Shein fell on its Hong Kong trading debut as the unprofitable company contends with rising competition and the loss of tax breaks in key markets.
Shares dropped 0.1 per cent from the initial public offering (IPO) price to close at HK$48.50. They earlier slumped as much as 10 per cent. The company raised HK$13.6 billion (US$1.7 billion) in its IPO, the fourth biggest in Hong Kong this year.
The sale valued Shein at about US$26 billion, compared with a peak of about US$100......
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