昨天纽糖大涨的原因

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

昨天纽糖大涨的原因。成交量略微放大,持续性值得关注,但是短线可以做多。

SOFTS: Sugar Jumps on Brazil Outlook; Coffee Falls to 4-Week Low

By?Marvin G. Perez

(Bloomberg) –?

Raw sugar rebounds from a two-month low on signs of declining output in Brazil, the world’s top producer. Arabica coffee falls for the third straight session on signs of ample supplies and easing expansion of the global economy.

In the first half of July, Brazilian mills in the Center-South probably processed 8.2% less sugar cane than a year earlier, a Bloomberg?survey?shows before official data later this week. After a recent frost event that caused little damage to coffee crops, forecasts show a bout of cold weather won’t be repeated, says?Stefan Uhlenbrock, senior commodity analyst at IHS Markit’s Agribusiness Intelligence.

The International Monetary Fund cut its global growth?outlook?to 3.2%, already the lowest since the financial crisis.

DriversDatagro?Sees Global 2019-20 Sugar Deficit Expanding on India, EU

Brazilian coffee?growers are accelerating sales of next year’s beans as a hedge against yet another bumper crop undermining prices

IMF?cuts estimate for growth in the global volume of trade in goods and services by 0.9 point to 2.5% in 2019

Strengthening dollar against the Brazilian and?Colombian currencies boost the appeal of coffee exports priced in the greenback

NOTE:?Ecuador 1H Cocoa Exports Rise,?Pace to Accelerate: Group

PricesSugar for October

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