4-5
Nick Halle Viewpoint – Autumn 2020 As the first wave of Covid-19 appeared to be subsiding earlier in the summer, global S&D’s felt ample: Solid South American harvests were already in the bin and US crops were drilled early (in stark contrast to UK grain plantings), with the USDA predicting the largest corn acreage in some 80 years.
6-9
Christopher Tinker Catching the wave… All it took was an announcement relating to a COVID vaccine to push the SP500 to new highs. After nine months, a new narrative of a potentially faster than expected return to normal is forming for markets and it is a message to not only absorb but to rapidly implement an effective strategy for.
10-11 Howard Jenkins Funds get sweet on sugar It has been a difficult year for all. The world has been plunged into chaos and uncertainty as the pandemic has spread its deadly tentacles across the globe. All markets crashed lower in March as the size of the problem finally took hold.
12-15 Marc Ostwald
The Digital Currency Challenge Is Real It has been correctly observed that a crisis on the scale of the Covid-19 pandemic inevitably results in rapid and far reaching changes to economic and social paradigms, though many of the associated changes or shifts are often an acceleration of trends that pre- existed the crisis.
16-19 Rohan Ziegelaar Gravity Shift On 19 November 2020, the Shanghai International Energy Exchange (“INE”) launch a bonded Shanghai copper contract (first prompt March 2021), which is open to foreign participants, priced in Yuan and free of VAT and customs duty.
20-21 Marie Pégoud-Féjoz COVID-19: Extraordinary Accelerator of Trends? You’ve probably heard about the 3 ds quite a lot in the past few years – and I’m not talking about the 3D glasses to see the latest action movie! Decarbonisation, decentralisation, digitalisation. In the commodity and energy trading world, these global trends have developed very strongly in recent years, in light of environmental awareness, and technology developments.
22-25 Alan Bush Stock Index Futures - Don’t Fight the Fed or the “Global Central Bank” In the months preceding and the days following the November 3rd U.S. election traders have fixated on the political uncertainties and rightly so. There is an old adage that is as old as the hills.
26-27 Eddie Tofpik Agriculture in Films… and then came ‘Percy’! ‘The battles he chose to fight are over, but I am sure his story will live on in folklore for years to come.’
28-29 Alberto Peixoto
Sugar and the bright light This year has been challenging to say the least. We started the year with strong prices as we were coming from a deficit year and we would need supply to react.
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The Ghost In The Machine Library
3 | ADMISI - The Ghost In The Machine | Q4 Edition
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