USDA WASDE: US Farmers Carry a Heavy Burden

Rabobank’s take on the USDA’s May WASDE is that it considers WASDE’s initial forecast highly speculative given fast-moving geopolitical, price and planting developments. The focus remains on the US-Chinese trade war, ASF’s bearish impact on demand, and the growing supply prospects from South America, Europe & FSU.

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  • Stefan Vogel

    Global Strategist - Grains & Oilseeds; Head of Agri Commodity Markets
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  • Carlos Mera

    Senior Analyst - Agri Commodity Markets
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  • Michael Magdovitz

    Commodity Analyst
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