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Funds in the Sun
Manage episode 407129297 series 3558065
Innhold levert av RaboResearch Agri Commodities and Rabobank RaboResearch Food. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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.
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