Raboresearch Agri Commodities
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 20:04:11
- Mais informações
Informações:
Sinopse
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 specialisationsranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
Episódios
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WASDE: Counting Stocks Amid Trade Talks
12/02/2019 Duração: 10minJoin 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. The content of this podcast is for information purposes only. Review our disclaimer here.
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January 2019: Grains and Oilseeds - Smooth Ride, but Flying Blind
01/02/2019 Duração: 23minGeopolitics 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.
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January 2019: Smooth Ride, but Flying Blind – Softs markets
30/01/2019 Duração: 17minSo far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Sugar, and Cotton markets, outlining Rabobank’s fundamental and price outlooks for the season ahead. The content of this podcast is for information purposes only. Review our disclaimer here.
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The G20 Trade War Truce
07/12/2018 Duração: 14minDuring the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food & agriculture products into China that were largely frozen by both tariff & non-tariff measures. Rabobank’s F&A China industry analyst Lief Chiang joins ACMR G&O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices. The content of this podcast is for information purposes only. Review our disclaimer here.
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Soft Commodities Outlook for 2019: Trade War Turbulence, With Softs Landing
23/11/2018 Duração: 19minCarlos Mera and Charles Clack discuss what’s in store for soft commodity markets—including sugar, coffee and cotton—in the year ahead, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Global production prospects, along with currency and geopolitical shifts provide the backdrop to Rabobank’s 2019 price outlook. The content of this podcast is for information purposes only. Review our disclaimer here.
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Grains & Oilseeds Outlook for 2019: Trade War Turbulence, With Softs Landing
22/11/2018 Duração: 16minMichael Magdovitz and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2019, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Trade wars, acreage shifts and major weather risks and just a few of the topics which come into the spotlight. The content of this podcast is for information purposes only. Review our disclaimer here.
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Will the World Buy Big US Supplies?
31/08/2018 Duração: 17minWeakened emerging market currencies and strong US summer crop yields held agri commodity prices in check, despite declining balance sheets and ongoing trade discussions. Michael Magdovitz and Charles Clack talk the latest price & fundamental outlooks for wheat, corn, soybeans, sugar and coffee. The content of this podcast is for information purposes only. Review our disclaimer here.
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Rabobank European Grains Tour | Focus On Ukraine
20/08/2018 Duração: 20minThe Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets. The content of this podcast is for information purposes only. Review our disclaimer here.
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The WASDE Reveals Big US Yields
16/08/2018 Duração: 11minCharlie Clack and Michael Magdovitz highlight the crucial figures outlined in the latest August WASDE report, what this means for global G&O markets and what is in store for the future. The content of this podcast is for information purposes only. Review our disclaimer here.
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Argentina Agribusiness Outlook
14/08/2018 Duração: 10minIn a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years. The content of this podcast is for information purposes only. Review our disclaimer here.
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Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully
04/06/2018 Duração: 12minWeather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton. The content of this podcast is for information purposes only. Review our disclaimer here.
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A Palm Storm is Brewing
29/05/2018 Duração: 05minSenior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting. The content of this podcast is for information purposes only. Review our disclaimer here.
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Don’t Fall Asleep Behind The Risk Management Wheel
30/04/2018 Duração: 07minSterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel RaboResearch Food & Agribusiness North America. Rabo Agrifinance is Rabobank Group's agricultural finance department in North America. The content of this podcast is for information purposes only. Review our disclaimer here.
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Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets
06/03/2018 Duração: 08minHeightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans. View the full report here The content of this podcast is for information purposes only. Review our disclaimer here.
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Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices
22/11/2017 Duração: 10minGraydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight. The content of this podcast is for information purposes only. Review our disclaimer here.
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Soft Commodities Outlook for 2018—Good Buy, Low Prices
22/11/2017 Duração: 12minCarlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook. The content of this podcast is for information purposes only. Review our disclaimer here.
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EU Sugar Shake-Up
10/10/2017 Duração: 08minAs of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18. The content of this podcast is for information purposes only. Review our disclaimer here.
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Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating
04/10/2017 Duração: 06minThe S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans. The content of this podcast is for information purposes only. Review our disclaimer here.
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Agri Commodities Monthly August 2017: Uphill Struggles Ahead
25/08/2017 Duração: 05minAgri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have also all traded lower through August, leading us to take a fresh look at our agri commodity price outlooks. The content of this podcast is for information purposes only. Review our disclaimer here.
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Agri Commodities Monthly July 2017: Weather Volatility Ahead
26/07/2017 Duração: 04minAgri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grains & oilseeds, we see a lot of weather volatility ahead. The S&P agri index remained virtually unchanged in July. Sugar and arabica coffee were well supported by a 4.9% appreciation of the Brazilian real during the period, but the wheat rally came to a halt. The content of this podcast is for information purposes only. Review our disclaimer here.