jueves, enero 31, 2008

Commodities Outlook 2008

No, no, 0,33%. No es el mio, es el outlook del Deutsche Bank. Miremos lo que dice:
Commodities Outlook 2008:
- We believe the commodities bull cycle will continue into 2008.
- Our Favourite Commodities Sector: We favour agriculture, in particular corn, soybeans, and cotton
- Our Biggest Non-Consensus Call: Long aluminium.

Agriculture Outlook
- Land and water constraints globally are occurring in an environment where the fight to feed people, cattle and cars is intensifying.
- Record low inventory-to-consumptions ratio are a feature in large parts of the complex.
- Rising agricultural imports in China as rising incomes are leading to a shift in diets towards more protein.
- Global ethanol and biodiesel production is forecast to grow rapidly over the next few years. World ethanol production continues to be concentrated in the US and Brazil.


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21 Comentarios:

At 10:23 a. m., Blogger Elemaco said...

Abueloo!! Mooooooi poco fachero! Moooi poco!!

Ademas "commodities" es muy generico.

 
At 10:24 a. m., Blogger Abuelo Económico said...

¿Lo dice por Juan?

 
At 12:51 p. m., Anonymous El del 0.33% said...

Cuando vi: Commodities Outlook 2008 en Netvibes, sonrei y pensé: Bien Abuelo!! Te mojaste!!

Abro la pagina y los primeros 2 renglones dice: No, no es el mio...

Ja!!!

Grande Abuelo!!

 
At 10:47 a. m., Blogger Fernando said...

Abuelo,

"Land and water constraints globally are occurring in an environment where the fight to feed people, cattle and cars is intensifying."

Creo que vos siempre dijiste que el tema de los biocombustibles nunca iba a afectar a la producción de comida.


Saludos

 
At 11:06 a. m., Blogger Abuelo Económico said...

Fernando, es cierto, y lo sigo sosteniendo.

 
At 11:16 a. m., Blogger Fernando said...

Entonces, lo que dice el recorte no es tan cierto?

 
At 11:20 a. m., Blogger Abuelo Económico said...

No es que no sea "tan cierto", es que analizan y tienen una perspectiva diferente a la mía.

En su visión, aparentemente esa es la realidad.

En la mía, no.

 
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