• Trump victory initially weighs on grain markets • US dollar continues to surge • Oil price risk premium provides support 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
• Oil markets undergoing turbulence • US dollar unexpectedly surges • Managed Money holds buying/selling power 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
Key charts and data: Includes Macro, wheat, corn, rapeseed, soybeans, vegoils, sunflower 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
• Commodity markets receive a boost from US interest rate cuts • Managed Money net short positions decline • US dollar weakness lies ahead 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 recover from crisis scare • Commodity markets show vulnerability to macro developments • Bloomberg commodity index falls abruptly 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
• Global economic growth cools down slightly • Markets price in three US interest rate cuts before year-end • Chinese import demand raises concerns 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
Funds slash short positions in grains, chances of interest rate cuts increase. 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
In this report, we focus on the recent escalation of the conflict in the Middle East and the implications for grains and wider commodities and trade. 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
In this report, we focus on the recent escalation of the conflict in the Middle East and the implications for grains and wider commodities and trade. 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
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
