What drivers should be worth monitoring in an uncertain global business context, with diverging fundamentals on the eve of weather market periods? Who are the potential winners/losers of these trade tensions?
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- Tariff policies: the first losers and impact on funds
- Oilseeds: challenges for the EU, opportunities for Brazil
- Black Sea wheat crops: current conditions and weather challenges before harvest
- Supply and Demand: concerns on production, Middle-East and Asia to drive the global wheat demand