Market Analysis
BofA data says fund managers should consider paring commodity longs amid overcrowding concerns
Historic data shows it may be too early to write off a return to normal conditions
Weekend release of White House fact sheet combined with comments from Beijing dispel disappointment
Agricultural commodities are getting attention as a hedge against inflation and a proxy for rising energy costs
A sharp cut to the wheat crop stole the show, but don’t miss these important details.
Historical data indicates agricultural cycles can accelerate quickly once these specific technical signals emerge, but the spike in input costs and record fund-buying requires a nimble marketing strategy
How to navigate recent gains, evaluate the latest CFTC data, and keep tabs on your marketing plan
While the S&P 500 hits record highs, a 46% surge in diesel and restricted fertilizer flows through the Strait of Hormuz mean ag input costs might not normalize until at least 2028.
The market’s attention is turning back to the fundamentals.
‘Even with the Strait declared open, effective normalization will take time,’ analyst says.