Food prices are back to pre Russia-Ukraine war levels
Food prices down 2% mom in August (5th consecutive small monthly decline). Still up 8% yoy and 51% from May 2020 trough
Mix of global slowdown, lower crude oil, re-opening of Ukraine's Black Sea grain ports, Indonesia palm oil export pickup
High household spend on (and high imports of) food in Bangladesh, Egypt, Jordan, Lebanon, Nigeria, Pakistan, Philippines

Strategy & Head of Equity Research @ Tellimer Research
