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Meghan Sapp The Next Big Risk— and Opportunity
“Regenerative” everything— agriculture, tourism, business, what have you—is all the rage right now, but very little of it is actually regenerative. In many circumstances, slapping the term “regenerative” onto something is quickly becoming the new greenwashing.
8-9 Howard Jenkins A Sweet Future? The beginning of October marks the start of a new global sugar season so it would seem timely to look back on a peculiar past season and, more importantly, polish the crystal ball for what might happen over the coming 6-9 months.
10-11 Ryan Easterbrook Paris Milling Wheat, Can The Short Deliver? This year’s global wheat harvest looked to be on track to produce 1.66% more wheat than the previous year, with the May21 USDA WASDE forecasting 2021/2022 wheat production to hit a record 788.98 million metric tonnes...
12-15 Stefan Albertijn Some Thoughts on Dry Bulk Oceanfreight Markets in 2021… and beyond
Since the end of the first COVID-19 wave, oceanfreight – or at least the container segment of it – has been making headlines in the popular press.
16-17 Alan Bush Stock Index Futures and Central Bank Tapering Federal Reserve Chairman Jerome Powell at the August virtual Jackson Hole, Wyoming, Federal Reserve Symposium indicated the long awaited tapering of the Federal Reserve’s monthly purchases of $120 billion of Treasury and mortgage-bond securities could take place later this year.
18-19 Alberto Peixoto Sugar is shining in a volatile Commodity World In the past few months, we have seen a volatile Commodities Market, perhaps a bit more than usual.
20-21 Rohan Ziegelaar Qingdao 2.0?? In a previous Ghost article, “Slow Boat to China” (Nov-Dec 2018), we discussed how a Chinese Government clampdown on lending to the rampant construction sector in 2010 encouraged some Chinese builders to explore alternative sources of funding, specifically metals transit finance.
22-23 Eddie Tofpik EVT – a quick (…and possibly timely) look at Extreme Value Theory…!
‘…In Cauda Venenum…’
24-25 Marc Ostwald China’s Regulatory Clampdown: Bane or Boon?
China’s wave of regulatory interventions across a very wide range of sectors have become a major topic for discussion in financial markets, above all for equities and commodities.
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3 | ADMISI - The Ghost In The Machine | Q3 Edition 2021
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