Harvest Headwinds: Extreme Weather and Wheat's Price Surge
Global wheat prices are surging due to extreme weather and supply-demand imbalances, with potential for further volatility and price spikes as La...
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Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Ukrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 season
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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[Counting Beans #5]: January WASDE Reaffirms Market’s Bearish Outlook
The latest WASDE report reaffirmed market’s bearish outlook. Market metrics are positioned for Soybean, Wheat, and Corn prices to decline from...
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