The Cattle Cycle - Higher Prices for Longer?
Futures Trading is Booming - due to Weather Risks Agricultural futures and options closed Q3 with 10% growth compared to Q3 2023.
288 Views
China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production
China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.
285 Views
Hurricane Milton and Orange Juice Prices // CTA Update
Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium
294 Views
Disaster Averted - But Not Solved
Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.
326 Views
Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
306 Views