FANTOMEHI Fantome,
Want to thank u for your wonderful analysis. I'm no expert but I think the market as a whole which includes Vermillion will be affected by the US China trade deal. I suspect a deal would postpone any recession and cause the market to go up somewhat.
THe outcomes range from a deal this week, next week to no deal for 10-20 years.
I know Trump can be very unpredictable but as some point just like Nafta 2 a deal gets done.
Curious your take on US China trade deal. Is it simply that Trump would want China to buy more soybeans, pork beef etc. OR is he pressing China to investigate Biden haha.
Is it in China's interest to buy food stuff in pesos or some other currency from a non-US supplier.
Any thoughts would be appreciated.
Any thoughts would be welcome