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Jake Hanley and Sal Gilberti on Commodity Trading Dynamics, Agricultural Stability, and Strategic ETF Innovations

Lead-Lag Live

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2025 Capital Markets Outlook: Agriculture and Trade

This chapter explores the 2025 forecast for capital markets with a special focus on agricultural sectors, analyzing the impact of trade and tariffs influenced by Donald Trump's policies. The discussion highlights the strength of the U.S. dollar, the role of interest rates, and the competitive landscape against China, all of which affect commodity prices and international trade dynamics. It also advocates for agricultural investments as a strategic diversification tool amidst market volatility and changing geopolitical landscapes.

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