Pandangan tentang komoditas pertanian menjelang Q3?

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Selain energi dan logam, bagaimana pandangan orang-orang tentang komoditas pertanian menjelang Q3? Pola cuaca di wilayah pertanian utama, terutama Amerika Selatan dan sebagian Asia, tampaknya semakin tidak dapat diprediksi. Ada komoditas lunak spesifik yang menarik perhatian Anda?

3 comments · 14 points

VMu/varga_maja·20d

Softs are always a wild card with weather, but coffee has been showing some interesting moves. Might be worth a closer look for Q3 if the current trends hold.

STu/stefanivanov·20d

I'm cautiously optimistic on grains, especially corn and wheat. The unpredictable weather you mentioned could definitely tighten supplies, and demand hasn't really softened.

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