Agriculture

Jonathan Barratt of Barratt’s Bulletin discusses the grain price outlook as Isaac rains meet the US drought.

This week ATW’s Jerry Simmons talks Aussie, Euro and USD, also seeing a downward possibility for natural gas and some support for oil.

With reporting season raging all around us, FNArena has sorted through the company reports to find some key commentary on soft commodities and a few specific macro issues.

Japan’s called it, but Australia and the US are waiting for confirmation. As world food prices soar, could we be in for another round of El Nino? And global inflation?

This week ATW’s Jerry Simmons looks at the AUD rally, noting a slide in the Aussie vs the euro could presage a bull run in global equities.

If Chinese meat consumption continues to push toward Western levels, there will not be enough grain in the world to feed the animals consumed.

FNArena’s weekly update on short positions in the Australian share market.

Last week Australian analysts continued to look at the US drought and its impact on global grain supplies, as well as pharmaceutical wholesalers and mining capex.

Jonathan Barratt of Barratt’s Bulletin looks heavenward, as chances for saving the US crop diminish.

Last week brokers remained focused on retail, China and healthcare, while a new topic to watch emerged, the onset of drought in the US.