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内容由RaboResearch Agri Commodities and Rabobank RaboResearch Food提供。所有播客内容(包括剧集、图形和播客描述)均由 RaboResearch Agri Commodities and Rabobank RaboResearch Food 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Softs Rally Hard

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Manage episode 407129291 series 3558065
内容由RaboResearch Agri Commodities and Rabobank RaboResearch Food提供。所有播客内容(包括剧集、图形和播客描述)均由 RaboResearch Agri Commodities and Rabobank RaboResearch Food 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward.

  continue reading

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Manage episode 407129291 series 3558065
内容由RaboResearch Agri Commodities and Rabobank RaboResearch Food提供。所有播客内容(包括剧集、图形和播客描述)均由 RaboResearch Agri Commodities and Rabobank RaboResearch Food 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward.

  continue reading

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