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Listen "What Lies Ahead in 2019/20 for Grains & Oilseeds?"
Episode Synopsis
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. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
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