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September 2021 WASDE: Consumers Come in From the Cold

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Manage episode 407129303 series 3558065
Indhold leveret af RaboResearch Agri Commodities and Rabobank RaboResearch Food. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT counterintuitively rallied in response as it became clear that increased G&O availability would be gobbled up by sidelined consumers.

Join Rabobank’s Michael Magdovitz and Andrew Rawlings as they deconstruct the latest WASDE report.

  continue reading

88 episoder

Artwork
iconDel
 
Manage episode 407129303 series 3558065
Indhold leveret af RaboResearch Agri Commodities and Rabobank RaboResearch Food. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT counterintuitively rallied in response as it became clear that increased G&O availability would be gobbled up by sidelined consumers.

Join Rabobank’s Michael Magdovitz and Andrew Rawlings as they deconstruct the latest WASDE report.

  continue reading

88 episoder

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