The past month has seen a huge reversal of investor sentiment towards agricultural commodities. Surging grain and oilseed prices, on account of poor growing conditions in the US and Europe in particular, have been the catalyst for investors moving from a net-short position on eight key commodities, to the largest net-long position since late January.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services