Preview Mode Links will not work in preview mode

Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.

Please read our disclaimer

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 deal before March 1st trade tariff deadline—Rabobank sees short-term upside, but for how long?

 

The content of this podcast is for information purposes only. Review our disclaimer here.