EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

Latest Commodities Insights focusing on Agriculture (Corn, Wheat, Soybeans) and Energy (Oil)

Marex

Thu 13 Oct 2022 - 15:00 BST / 10:00 EST

Topics

Ryan Fitzmaurice

Trends in supply, demand, and inventory levels

Market positioning from CTA and risk-premia strategies

Geopolitical risks as the European embargo on Russian oil nears

The latest trends in the commodity index space which has become a powerful force in commodities markets since the pandemic

Charles Arbuthnot

Production trends in key regions that have altered grain availability, such as drought in US and war in Ukraine

China’s lockdown and its effect on global soyabean demand

Comments on USDA’s October 12th World Agricultural Supply and Demand Estimate (WASDE) report

Price implications for agricultural crops under various scenarios