Apr 30, 2019
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,...
Apr 18, 2019
Arabica coffee prices are at 13-year lows. At only USc 90/lb, arabica prices are now below cost of production in virtually all arabica-producing countries aside from Brazil – and over 10m coffee farmers will be working themselves into poverty. Senior Commodity Analyst Carlos Mera talks about his supply/demand...