3 Hard Truths About ENSO Forecast
The IRI/CCSR prediction plume goes out every month and travels far — onto commodity desks, into insurance notes, through agricultural outlooks.
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Ags did something they did last time in 2009
Cocoa's ONI momentum signal, Corn Belt heat, the live Texas-Xinjiang cotton stress, and an Indian monsoon tracking the textbook strong-El-Nino...
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Undiscovered Gems of the El Nino - Suedzucker
El Nino trades tend to get discussed as futures positions - long Cocoa, long Sugar, short whatever the weather is punishing this month.
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Where the Short Sits in Grains – and Where It Doesn’t
With the momentum carrying so many markets, that’s a thankless job: selling into a live trend costs you nerves and usually money.
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Overview #74 – QE Or Not QE – That Is The Question
A review of recent events/data impacting our investment themes and outlook. We look at the recent intervention in the US Government bond market &...
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