Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

[WASDE Preview] Bounty Harvest of US Wheat & Corn; But Brace for Weak EU Forecast

Latest WASDE Paints Agri Bearishness; Wheat Harvest Dominates While Corn & Beans Find Thin Support

[CB 30/2024] Corn & Soy Tumble on Improving Weather; Chinese Demand Likely to Support Soy

Energy Transition | AI | Shifting World Order, Mint Finance

Srinidhi Raghavendra

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>Recent acreage report shows benign planting figures and solid ending stocks for Corn sending its prices lower. Wheat also declined on higher stocks, while Soybeans rebounded.</li>
<li>Wheat faces headwinds &amp; tailwinds. Fundamentals are dragged down by favorable weather in exporting countries &amp; imminent US harvest; Strong US demand &amp; weak EU forecast has supported prices.</li>
<li>Soybeans appear well supported from an unlikely ally in Trump. Import Duty tit-for-tat could see China slapping duty on Soy imports.</li>
</ul>


Recent acreage report shows benign planting figures and solid ending stocks for Corn sending its prices lower. Wheat also declined on higher stocks, while Soybeans rebounded.
Wheat faces headwinds &amp; tailwinds. Fundamentals are dragged down by favorable weather in exporting countries &amp; imminent US harvest; Strong US demand &amp; weak EU forecast has supported prices.
Soybeans appear well supported from an unlikely ally in Trump. Import Duty tit-for-tat could see China slapping duty on Soy imports.


[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest

Soybean Active Contract

[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest