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Thanksgiving dinner review of soybean tariffs from a macro commodity hedger
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LongKC
Posted 11/23/2018 22:29 (#7123808 - in reply to #7122875)
Subject: RE: Thanksgiving dinner review of soybean tariffs from a macro commodity hedger


Middle Tennessee
+1,
Here is one more tidbit suggesting Chinese appetite for protein has had at least as much to do with an inflation of the local crush industry as a need for bean imports,
https://www.reuters.com/article/us-argentina-soyproducts-china-exclu...
And then, if Xi felt burnt by Trump assurances earlier in the year, and he's staking negotiations on Mnuchin to fend off the Navarro-Bannon camp, I don't think these leaks will be helpful,
https://thehill.com/homenews/administration/418045-trump-denies-repo...

Edited by LongKC 11/23/2018 22:31
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