
A University of Arkansas economist argues that global geopolitical and economic uncertainty is weighing on rice exporters and demand outlook. He notes slow growth, low interest rates and rising debt as drivers of populist movements and political change.
He says it is hard to justify planting more rice given weak demand.
Weak global demand expectations and risk of recession pressure rice export values and discourage acreage expansion, which is bearish for rice prices.
Setelah 16 peristiwa makro bearish sebelumnya, Gabah bergerak median +0,2% selama 5 sesi (50% lebih tinggi; separuh tengah -5,1% sampai +1,7%), dan +4,1% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.