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Hedge funds position for showdown against index funds in grains
Hedge funds sell grain derivatives – just as index funds are preparing to buy them in a once-a-year revamp. But the funds are in line on softs
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Prospects ease for index fund buying of hogs – but rise for corn, wheat
A rally in hogs has curbed the need for buying by index funds in next week’s much-anticipated reweighting process, Societe Generale data show
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Flooding could wipe out 1m hectares of Argentine soy
Flooding could cut some 3m tonnes of production in affected areas, but rising yields elsewhere will compensate, a leading analyst says
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Hedge funds turn bearish on cocoa for first time in years…
…but funds add long positions on lean hog futures at a record breaking pace
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Soybean futures – will they outperform in 2017 too?
Soybean futures, unlike those in grains, gained in 2016 for the first time in four years, despite a record US harvest. Can they rise again in 2017?
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Palm oil – will output recover in 2017, and send the rally into reverse?
Palm oil prices have performed strongly this year, boosted by disappointing output, as well as by higher crude oil values. Can the rally last in 2017?
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UN flags ‘low wheat price outlook’, as 2017 crops make good start
The UN FAO notes decent conditions for wheat in Europe, China and Russia – at a time when cereals prices are already near 10-year lows
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Palm oil prices to stay supported into 2017
Rising Indian imports, El Nino after-effects and low Chinese stocks will prop up palm oil values – early next year, at least VSA Capital says
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Price recovery for wheat ‘unlikely’ next year, Commerzbank says
Soybeans will also remain under pressure from heavy production next year, but the outlook for rapeseed is more positive thanks to tight supply
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Next year could prove ‘turning point’ for grain prices – MetLife
The insurance giant sees 2017 bringing recoveries for grain and oilseed prices. But prospects are less upbeat for US cattle and milk values
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