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A very interesting meat spread

What most commodities are experiencing is a special moment, with strong rises and many missed seasonality. I am not going to explain the reasons for this situation by simply talking about one of the

David Carli

I am a macroeconomic and financial analyst with over 30 years' experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.

3 comments

  2. Thank you for this really interesting inspiration, David. The current ratio between the meats futures is impressive. But how about the negative seasonality of the spread from mid June? Do you consider it as a short term oportunity till June or rather long term?
    And whats going on in the live cattle market that speculators have driven prices so high?
    Thank you for your opinion.

    Reply

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