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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Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet
Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...
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Why El Niño Is a Terrible Agriculture Trade
El Niño continues to receive a lot of attention and rightfully so. However, people often confuse the climate event itself with its investment...
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