美糖在酝酿一波行情

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

美糖在酝酿一波行情。今年咖啡、玉米都表演过了,接下来似乎也该到糖了。不需要大行情,一个10%左右的行情就不错了,可能的冲击来源于印度和泰国的天气。

India, Thai Sugar Face `Huge’ Short-Term Weather Risk: FCStone

By?Tatiana Freitas

(Bloomberg) –?

Rain shortfalls in India and Thailand may increase sugar-market volatility in the coming months, Joao Paulo Botelho, an analyst at INTL FCStone, says at a co. event in Sao Paulo.

Production in a region with half of India’s crop faces a “big drop” considering the current adverse weather forecasts and reported precipitati

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