In this report, we focus on the extremely large short position money managers have amassed in grain and oilseed markets. We look to understand whether the net short position built up since mid-2023 by non-commercial traders is sustainable or if a reversal is coming, Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Markets are currently pricing in the first rate cut to come in May or June, which is much later than last month when markets priced in a March rate cut by the Fed with 70% certainty. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
CRB index sinks on weak crude oil prices Dry bulk shipping costs declines after its December rally on better prospects for the Panama Canal US dollar finds some support in early January after falling sharply in December Global interest rate cutting cycle called into question due to rising US inflation Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
