4-7 Marc Ostwald The Ashes of the Arab
18 -19
Spring I have written previously about the rather inappropriately monikered edition of the Ghost In The Machine, and following on from the last edition’s piece on Iran, it seems a good point to take another look at what appears to be the wasteland of the Levant, above all Iraq and Syria.
8-10 Rohan Ziegelaar
28 - 29 Charles Branch
Technology or Tradition? Ferrari, Aston Martin & Porsche, manufacturers with such rich history and heritage, invoke feelings of desire like perhaps no other, this writer included. Back catalogues bristling
20 -21 George Eddell Russia’s Great Food and
Taking stock of Aluminium spreads and large trading volumes, with downward pressure on prices as production migrated to regions with cheap power.
12-13 Eddie Tofpik Happy Birthday FX Global Code... you’re a bit
disappointing already! Last Look, Fixing, Pre-Hedging,
Fintech...yet more reasons...
14-15 Lauren Judd Are we heading for Thucydides Trap?
Erik Norland Trade War Adds Fuel to Rout in Emerging Market
Farming Revolution The law of unintended consequences saw the West’s sanctions post the annexation of Crimea propel Russia into the world’s most dominant agricultural producers.
22-23 Andy Ash
Currencies The emerging market currency crisis is deepening to the detriment of U.S. farmers. Since we last wrote about the issue in May, the Argentine peso potentially even greater consequence, however, the Chinese renminbi is coincided with a sharp fall in the prices of corn and soybeans – a slide that has been exacerbated by the U.S. trade
30-31 The Danger of Over
Mark Bowman The Hightower Report Soybean Outlook for the USDA August Supply/
Positioning Although volatility has sat timidly close to its lows in most asset classes this apparent complacency, overall positioning in smaller asset classes has been rising substantially.
24
China vs. USA When looking at the current world political sphere it is arguable that we have once again come to a point where the current established norm of power sighted on the tussle between China and the USA.
16 - 17 Alan Bush Trade Wars and Stock Index
About ADMISI 25
26-27 Susan Kilsby
Futures The conventional wisdom is that there are seldom winners in trade wars. trade wars are long, costly and often stock index futures held up so well during the current round of globaltrade rifts?
Demand Report Given the weather forecast into early August, the expectation for an extended trade war with China, and the current condition of the US crop, it appears likely that the USDA supply/ a bearish tilt.
The Ghost In The Machine Library
Milk powder prices diverge The prices of whole milk powder (WMP) and skim milk powder (SMP) once moved in unison but for the past few years the prices of these two dairy commodities have not been as closely aligned. Strong consumer demand for milkfat products, such as butter, is the key reason why the prices of these two milk powders products no longer move together.
3 | ADMISI - The Ghost In The Machine | July/August 2018
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