ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "September WASDE: USDA’s Struggle Session"
Episode Synopsis
In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August WASDE Report predicted the USDA “may rue their bold move” to raise US soybean yields. Indeed, this week the USDA did a dramatic 180, cutting US soy (and corn) yields and reducing demand to avoid outright scarcity. A supply-side crisis will give corn and soybean bulls a strong foothold to climb higher – with Brazil as the primary near-term defense against desperate scarcity. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
More episodes of the podcast RaboResearch Agri Commodities
The cocoa rally explained
01/03/2024
Grain & oilseed markets move south
29/11/2023
Bulls feed on old grain
16/10/2023
Softs Rally Hard
30/06/2023
April WASDE: USDA Cuts Argentine Yields
13/04/2023
Outlook 2023: Tightening the Belt
06/12/2022
In God we trust