El Nino is here // River Rhine is drying up again // Managers are net short commodities
El Nino is here (like we forecasted) S&P Global highlighted some facts regarding the effects of the weather phenomenon on crop yields.
361 Views
The Case for Oil // Farmer Sentiment continues to fall
Farmer Sentiment continues to fall Producer sentiment fell to its weakest reading since July 2022 as the Purdue University/CME Group Ag Economy...
337 Views
The World Has a New No. 2 Copper Supplier - El Nino Effects Start to Sink In?
El Nino effects start to sink in? During last week grain prices saw building up some momentum. The DSCI drought index also surged after many weeks...
376 Views
Make or break time for Gold // Goldman Sachs has no feeling for timing oil trades
While the Flash Manufacturing PMI came in lower than expected at 48,5 (50,0 expected), the Flash Service PMI came in once again higher than...
327 Views
Industrial Metal Prices Melt as Global Recession Fears Heat Up
The decline in industrial metal prices, particularly copper, suggests an increasing risk of a US recession and a challenging outlook for equity...
434 Views