The Van Trump Report

Brazil

How Currency Depreciation Contributes to Brazil’s Increasing Competitiveness

A new report from the USDA’s Economic Research Service takes a deep dive into the role of Brazil’s macroeconomic policies in its emergence as one of the world’s top agricultural products exporter. In particular, the study focuses on the currency depreciation those policies have driven and the potential impact the COVID-19 pandemic might have on …

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Weather Concerns Take Back Seat to Coronavirus, Oil Rout

Traders are gearing up for U.S planting season. Bulls are pointing to overly wet conditions and the possibility of extreme flooding in many parts of the U.S. Traders are specifically keeping a close eye on the banks of the Mississippi River in parts of Illinois and Iowa, as well as the Red River and Sheyenne …

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Will China Turn to U.S. Soybeans as Brazil Struggles with Logistical Hiccups?

Soybean bulls are pointing to rising export tariffs for Argentine “soybeans, meal and bean oil”. There are also some logistical complications brewing in portions of Brazil that we are closely monitoring. This time period between more readily available South American supply might provide a little opportunity for U.S. soybeans. I should caution, the headlines might …

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