Feb 12, 2019
Join Stefan Vogel (ACMR Head and G&O Global Strategist) and Michael Magdovitz (ACMR Analyst) as they discuss the latest WASDE, US stocks, and winter plantings reports.
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Feb 1, 2019
Geopolitics and weather risk upside are driving G&O prices higher, after a relatively steady month in January. Michael Magdovitz and Charlie Clack discuss navigating these markets amid the US government shutdown and unpredictable Brazilian weather. The major question is whether Chinese guarantees can facilitate a...