Podcast

Podcast: What Lies Ahead in 2019/20 for Grains & Oilseeds?

30 April 2019 17:29 RaboResearch

ACMR Head and G&O Sector Strategist Stefan Vogel joins ACMR Analyst Michael Magdovitz to discuss the recent price breaks in wheat, corn, and soybeans, along with some thoughts ahead of the USDA’s first 2019/20 WASDE in early May. Stefan and Michael discuss bearish G&O catalysts, including fierce export competition, the African swine fever epidemic, generally positive global crop conditions, and a record non-commercial net short.

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Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more