MacroVoices #399 Ole S Hansen: Still Bullish Commodities
Macro Voices
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Weather Impact on Agricultural Commodities and Analysis of Equity Themes
This chapter discusses the impact of weather on agricultural commodities and the supply worries in the food market, highlighting the differences between the northern and southern hemispheres. It also explores the rallies in commodities such as orange juice, sugar, and cocoa, and the concerns about El Nino's potential impact in the coming months. Additionally, an equity theme basket is introduced to analyze specific stocks within different market themes.
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