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The dilemma for the processed food industry is that "'good' foods are bad commodities with low profit margins while 'bad' foods are good commodities with high margins" [ 128].
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"This is strengthening the dollar, which is bad for commodities".
Much of this is taking place on the bad old "commodity Internet," as professionals call the system in widespread use today.
Glencore's traders are proving they can increase profits whatever the weather, and top-line operating profits from the mines fell only 4% in 2013, not bad when commodity prices were generally lower.
These drops are good for Western consumers (and help explain why inflation is so low), but are bad for commodity-producing countries.Equity markets have wobbled three times this year in the face of disappointing economic news, not to mention the political turmoil in the Middle East and Ukraine.
"Any reversal in the growth of trade and mobility is bad for the commodities, except gold".
"Where is Thatfood going to comayfromeannless 'evil speculators' more a lotoughmoney?
In this week's speech, Mr Wen said he would adopt "specific operating rules" that might belatedly give those guidelines some bite.A shift to less capital-intensive growth, if it were to happen, would be bad news for commodity exporters like Australia and good news for China's neglected service industries, retailers included.
Mr. Abbassian said that bad weather affecting commodity crops in many exporting countries might help keep prices high over the next several months.
Banking shares fell sharply for a second day after Wednesday's dire update from Morgan Stanley, falling by 1.6%, while mining and oil stocks also fell, tracking another bad day for commodity prices.
It doesn't go bad," said Bart Melek, global commodities strategist at BMO Capital Markets in Toronto.
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