Raboresearch Agri Commodities

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, the African swine fever epidemic, generally positive global crop conditions, and a record non-commercial net short.   The content of this podcast is for information purposes only. Review our disclaimer here.