4-7
Edwin Burgers Fierce competition and cooling markets hit potato industry Deep frozen fry market switches from demand to supply driven
8-11
Eddie Tofpik Delayed…Delayed… Delayed…EUDRlayed! Kicking the can down the road for 12 months!
12-15
Jamie Kirkwood The case for Russian interference in global grain markets The Russo-Ukrainian war has played out for nearly 11 years, with each side inflicting mass human loss and suffering onto the other, resulting in entire cities being raised to the ground. Over the past 2 years, however, the conflict has dramatically altered course as the full force of the Russian military mobilised and pierced deep into Ukrainian territory.
16-17
Ryan Easterbrook CME’s CVOL, a more holistic measure of implied volatility In the Black-Scholes model, implied volatility is the only variable that isn’t directly observable in the market. The underlying price, strike price, risk-free interest rate and time to expiration are known, but the future volatility of the underlying is not and this is essential for options pricing and why it deserves so much attention.
18-19 Alberto Peixoto
28-29
US elections are behind us now, but what is ahead for Agri Commodities? The US elections are over and President Trump is back. For the next few months, the World will listen and watch what the US economic and foreign policies may become and whether there will be a significant change.
20-21
Jessica Reid The new face of eFX at ADMISI Our multifaceted team has an incredible understanding and knowledge of the FX markets. Whilst we are a small team of four, together we have 82 years combined FX experience! Myself & Peter joined the desk 18 months ago from Sucden Financial to grow ADMISI’s presence in the eFX space.
22-23 Lou Brien
The U.S. Consumer Prices Index…is what it is… and ain’t what it ain’t! ‘…and that’s not nuthin!’
24-27
Marc Ostwald Low visibility on economy, high visibility on Debt: time to revisit Hirschman’s ‘Hiding Hand’? The world entered 2024 wary of the array of political risks due to a swathe of elections that covered around half of the world’s population, which were coming on top of longer-term concerns about the conflicts in the Ukraine and the Middle East, geopolitical tensions between NATO and the SCO (Shanghai Cooperation Organization), Climate Change and the Energy Transition.
3 | ADMISI - The Ghost In The Machine | Q4 Edition 2024
Anatolios Kazimirov In the money Charm (of oil) Understanding the charm of in-the-money (ITM) options for oil futures, such as Rotterdam barges 0.5%, requires a nuanced approach. Charm, also known as delta decay, plays a crucial role in options trading strategies, especially for commodities like oil.
30 31 32
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About Grains & Oilseeds 33
The Ghost In The Machine Library
35 About ADMISI
About Soft Commodities 34
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