This morning, I authored a guest piece for the folks at Commodity News Center, breaking down the recent sugar rally. Regular readers will be quite familiar with the fundamental factors discussed. I always try to constantly re-examine my assumptions to make sure I’m not falling in love with a trade – if you’ve got a sugar position, or are thinking about initiating one, you may want to review the article – and let me know what you think! I always appreciate and learn from outside perspective.
A Long Overdue Sugar High
Sugar futures are soaring – to their highest levels since 2006 – buoyed by strong supply/demand fundamentals, along with freshly printed US dollars. How long can this rally continue? Let’s review the driving factors.
Contents:
- Supply/Demand Fundamentals
- Money Printing
- What Could Go Wrong
- Outlook for Sugar
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