The_dumpster_diver

year of the pig-- implications of trade vs weather vs swine flu

Short
CME:HE1!   Lean Hogs Futures
African swine flu is a big problem within china, I expect purchases from mainlain china to continue, however trade influences may change the dynamics of the pace as china seeks out an alternative sources.
in combination with china trade, african swine, weather is affecting the overall strenght of the pork market during grilling season.
i see more pain ahead. it's been a wild ride in pork stay safe and have fun
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