Marex
Thu 13 Oct 2022 - 15:00 BST / 10:00 EST
Trends in supply, demand, and inventory levels
Market positioning from CTA and risk-premia strategies
Geopolitical risks as the European embargo on Russian oil nears
The latest trends in the commodity index space which has become a powerful force in commodities markets since the pandemic
Production trends in key regions that have altered grain availability, such as drought in US and war in Ukraine
China’s lockdown and its effect on global soyabean demand
Comments on USDA’s October 12th World Agricultural Supply and Demand Estimate (WASDE) report
Price implications for agricultural crops under various scenarios