))
Softs Rally Hard
Manage episode 407129291 series 3558065
Content provided by RaboResearch Agri Commodities and Rabobank RaboResearch Food. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RaboResearch Agri Commodities and Rabobank RaboResearch Food or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward.
87 episodes
Share
