Pug asks, “What’s driving the commodity markets?”

• Four main drivers impacting commodity markets, two bullish and two bearish, but the two bull factors seemingly outweigh the bears
  • Historically low U.S. grain stocks will take time to rebuild
  • Global energy market disruption raising fuel and fertilizer input cost
  • Inflation causing central banks to raise rates despite the prospects of a global recession
  • No substitute for the U.S. dollar as global reserve currency

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management