))
Funds in the Sun
Manage episode 407129297 series 3558065
Contenu fourni par RaboResearch Agri Commodities and Rabobank RaboResearch Food. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par RaboResearch Agri Commodities and Rabobank RaboResearch Food ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the potential for a sea route for Ukrainian supplies.
From a supply standpoint, however, fundamentals are strong. Reserves for next year are set to remain well below historical averages, and heat is a major concern for developing northern hemisphere crops. Furthermore, long-repressed consumer demand is showing signs of renewed appetite on the price break.
88 episodes
Partager
