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The Wednesday HOT TAKE

The Wednesday HOT TAKE

September 4

Sep 05, 2024
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No Bull
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The Wednesday HOT TAKE
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10 HOT Charts

1 | One commodity, two notably different charts

November soybeans closed near $10.21 today, down 21% ($2.25) year-to-date.

However, Brazilian producers have only lost the equivalent of 60 cents (9%) due to the 13% decline of the Brazilian real against the US dollar in 2024.

CURRENCIES MATTER!


2 | Two soy products, moving in very opposite directions

It’s like oil and water… except it is oil and meal who will perpetually have an inverse relationship.


3 | Twinning

No denying the correlation between canola and bean oil futures:


4 | Oof

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