Bölümler
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Drought conditions in Europe and China, Russian wheat prices, geopolitical developments affecting grain markets, and the latest updates from Bloomberg on China’s weather outlook.
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Upward revision of Russia’s wheat output forecast, Algeria’s new corn tender, non- commercial positions in matiff milling wheat and rapeseed, the strengthening of the Russian ruble, and stagflation warnings from J.P. Morgan’s Jamie Dimon.
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The rally in grain markets led by wheat, new EU export data, mounting crop risks in Argentina and Russia, and the latest U.S.-China trade surge pushing freight rates higher.
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New weather alerts from China, Saudi Arabia’s wheat tender, and how a major U.S. credit rating downgrade may impact global confidence.
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The impact of the U.S.-China tariff truce, surprising USDA crop estimates, and key developments in global wheat markets.
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Latest positioning in grain markets ahead of the U.S.D.A. report, the shifting dynamics in U.S.-U.K. trade relations, and renewed Chinese soybean demand from Brazil.
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Pullback in U.S.-China trade optimism, record shortpositions in Euronext milling wheat, shifting rapeseed sentiment, and an evolving global tariff landscape following fresh developments from Washington and London.
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A rebound in wheat markets following concerns over China’scrop outlook, a notable uptick in European wheat exports, and China’s sweeping new economic stimulus measures aimed at shoring up growth amid ongoing trade tensions with the United States.
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Latest downturn in global grain prices, planting progress in the U.S., export trends, and Russia’s revised wheat outlook—all unfolding against the backdrop of mounting deflationary pressure in China as it redirects exports from the U.S. to domestic markets.
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Early gains in C-B-O-T grains on renewed optimism over U.S.–China trade talks, new forecasts for the Canadian wheat crop, and the latest U.S. export and currency updates
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The rebound in U.S. wheat and corn markets, Argentina's ambitious wheat planting projections, Tunisia’s latest barley purchase, and broader macroeconomic signals including U.S. economic contraction and evolving trends in the matiff wheat futures market. We’ll also touch on the newly signed U.S.-Ukraine resources deal following intense negotiations.
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