6 votes

The fallout in commodities from the US-China Trade war: what's at stake

3 comments

  1. [3]
    semideclared
    Link
    My biggest concern is that a major factor of the great depression was the collapse in Agriculture prices Current prices have now further collapsed (-16%) on the tariff policies after 5 years of...

    My biggest concern is that a major factor of the great depression was the collapse in Agriculture prices

    Current prices have now further collapsed (-16%) on the tariff policies after 5 years of steady price declines (back in January, over the last 6 years Ag prices are down 60%). All of this after the industry was increasing plant yields up for major growth worldwide.

    4 votes
    1. [2]
      nil-admirari
      Link Parent
      I'm doing some hand-wringing about the entire AG sector. I'm not invested or employed in it but have a small understanding history and relationships you point out. I did read that Brazil is buying...

      I'm doing some hand-wringing about the entire AG sector. I'm not invested or employed in it but have a small understanding history and relationships you point out. I did read that Brazil is buying some US soy, but I don't know the details and that is just a fraction of the AG market.

      1. semideclared
        Link Parent
        China and the EU are moving to buy more from Brazil instead of the US, while as this is forcing the US prices to drop and other countries are buying at lower prices and no tariff. Depending on the...

        China and the EU are moving to buy more from Brazil instead of the US, while as this is forcing the US prices to drop and other countries are buying at lower prices and no tariff.
        Depending on the length and clarity of the tariff policies going forward, Brazil will increase to become the top soybean exporter over the US. And China will buy from the US, raising costs for a major input on their economy and tensions over wages and worldwide prices