TNby u/tariq_n·1moDiscussion

第二季度农业期货展望

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除了金融工具,有没有人对第二季度的农业期货有当前展望?特别是在考虑玉米 (ZC) 和大豆 (ZS)。天气模式和供应链中断仍然是主要因素。这里有任何基本面分析师能提供见解吗?

2 comments · 12 points
RAu/rafaelribeiro·1mo

I'm keeping a close eye on South American weather for ZS, especially with their harvest coming in. Any significant change there could definitely swing prices.

PEu/petralukic·1mo

For ZC, it's all about US planting intentions and early season weather. If we see a late start or widespread dryness, that could really tighten things up.

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