Global Commodities Views

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Global Rice Outlook: Thailand Focus

We continue to believe Thailand's rice production will recover in 2013/14 after 2012/13's disappointing crop, but we have revised down our estimate due to lower plantings in the off-season crop....

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Global Wheat Outlook: Black Sea Focus

We believe the recent escalation of military tensions between Ukraine and Russia will leave wheat prices supported in the short term, as both countries are crucial in terms of supplying the seasonal...

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Views Update: Bearish Gold

We have entered a bearish gold view into our commodities strategy table, targeting a move down towards US$1,200/oz over the coming months. This would represent a decline of 9.9% from current levels.

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