In today’s briefing:
- El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices
- Portfolio Watch: The wheels are coming off in Europe
El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices
- Soybean ranks as the most traded crop globally. It comprises 10% of the total value of global agriculture trade.
- The Americas comprise >80% of total global production. China mops up ~60% of global imports and is primarily used to feed massive livestock.
- Soybean is more prone to shocks from geopolitical disruptions. Weather also impacts Beans. El Niño favours Soybean yields.
Portfolio Watch: The wheels are coming off in Europe
- Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective.
- Conclusions up front:– The wheels are coming off in Europe, but the notion that Germany is the “sick man” is an old hat.
- Southern Europe will be the next shoe to drop.
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