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When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling

EPISODE · Mar 31, 2026 · 24 MIN

When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling

from @ADZO — Macro Decoded

Three independent supply shocks — Liberation Day tariffs, the Iran-Hormuz crisis, and retaliatory trade disruption — are converging on the 2026 U.S. crop cycle. A macro framework for agricultural commodity repricing. Read the full article at adezeno.com

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When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling

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