Opportunity: Cold Freeze Lets Energy Prices Rise
What still makes them think is the level of drought that currently persist throughout the corn belt - injected by last year’s La Nina conditions…
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Global Commodities: Agri trade returns to President Trumps Agenda
China's record soybean inventories and limited imports from the US prompt President Trump to discuss trade with President Xi, while the US benefits...
236 Views
Agricultural Flows Monitor: May 2025 Issue
Wheat: Futures at $4.90/bushel (lowest since mid-2020), reflecting ample global supply and subdued demand. U.S. production is projected to rise by...
331 Views
Global Commodities: 2024 US Election Watch—Cutting Through the Noise
The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...
293 Views
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
427 Views