Commodities Key Analysis

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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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Global Wheat Outlook: EU Focus

We forecast overall wheat production in the 28 countries of the EU to stagnate at around 141.0mn tonnes in 2014/15, as farmers have continued to favour wheat over barley and corn because wheat prices...

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