Bloomberg Surveillance · Friday, August 28, 2026
Katie Kaminski, Chief Research Strategist at Alpha Simplex, highlighted significant trends in agricultural commodities, specifically sugar and wheat, noting they have been major movers outside of traditional asset classes this month. These commodities are influenced by supply concerns and disruptions in regions like the Black Sea and Brazil.
“I'm actually going to talk about something unrelated, which is- Sugar and wheat and agricultural commodities.”
“And the biggest trends this month outside of the normal asset classes have actually been sugar and wheat.”
“This has to do with supply concerns and the fact that there's some disruptions and concerns for disruption continued around the Black Sea and also issues in Brazil.”