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Geopolitics · ■ Mixed · 1 source confirmed · 2026-09-29 03:05 UTC

Good Harvests Help to Keep Food Inflation Low, But War and Weather Could Intervene

Why now

Thesis: Food disinflation is real but fragile to shocks

Catalyst to watch: Weather events or conflict disrupting harvests

Main risk: Supply shock reignites food inflation

Why it matters

Good harvests cap food inflation now, but war and weather are flagged as the risks that could reverse that disinflation.

Related assets & topics

InflationTeucrium Corn Fund · CORNTeucrium Wheat Fund · WEAT

Sources

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