Goodbye El Nino - Hello again La Nina // The case for Bitcoin
"El Nino has peaked and is declining, indicating a return to neutral in the southern hemisphere autumn 2024 (March-June)," the Australian Bureau of...
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How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
408 Views
Five Key Takeaways in Five Charts from 26th GlobOil 2023 Conference in India
Edible oil markets form the backbone of many agri markets and have an outsized impact on food inflation. Emergence of biofuels transforms the...
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Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
The vast majority of oranges produced in the US come from Florida, which has been hobbled by hurricanes and a cold snap, massively hampering supply.
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Southeast Asia Plantations: U.S. Midwest Drought, the El Niño Bull Run Appetizer?
The USDA surprised with a 5% lower planted soybean area in 2023, while risk to yields from drought remains elevated. Supply risk to edible oils is...
618 Views