ABOUT THIS EPISODE
- Renewed peace headlines ease some of the geopolitical risk premium in wheat
- Will it hold heading into the September WASDE next Friday, Sept. 11?
- Fundamentally, global wheat stocks could improve?
- Pay attention to next week if prices continue to ease
- Potential buying opportunity?
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Vice President
English
United States
TRANSCRIPT 🔗
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Wheat takes a back seat with only limited …
Wheat prices continue to rise off concerns in the Black Sea
Russia and Ukraine exchanging new attacks
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August flow of grains down ~75% so far for Russia
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…
Section 301 tariffs are in place
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Beet sugar crop: more optimism than expected
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Making sense of all that’s happening in the world
Potential impact on commodity and ingredient markets in the months to come
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What’s happening geopolitically?
How do equity, currency, and treasury markets potentially play into this?
Host: Michael Caughlan,…
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