对第三季度农产品有何看法？
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除了能源和金属，大家对第三季度农产品的前景有何看法？主要种植区，特别是南美和亚洲部分地区的天气模式似乎越来越难以预测。有没有什么特定的软商品引起了你的注意？
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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