What Could Trigger The Next Rebound?

03 Jul 2025

Since the Middle East ceasefire was announced, markets have dropped by 8% in a straight line. The risk premium has vanished, and traders have returned their focus to sluggish fundamentals: strong currencies, falling energy prices, ideal US weather, mounting harvest pressure, and fierce global competition. But as we move into harvest, several elements could still ignite a short-term rebound...

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