It was relatively easy for Chinese hog farmers to switch from raising pigs to farming poultry, said Darin Friedrichs, Asia senior agricultural analyst at financial-services company INTL FCStone. He added that “many people took that choice” because of the African swine...

“It’s overbought but ignoring it,” said Rhona O’Connell, head of market analysis for EMEA and Asia at INTL FCStone. There should be a sharp pull-back at some point, she said. Read more

“[China will] probably get some tariff exemptions for pork and soybeans going forward,” INTL FCStone Senior Asia Commodity Analyst Darin Friedrichs said in a note to clients. However, he believes the phase 1 agriculture purchases are difficult to achieve. Read more

"Right now it's very, very tough to fight this trend," said Yousef Abbasi, global market strategist at INTL FCStone. "There's a reinvigoration in the idea that we will see better growth." Read more

“People are just taking positions because of platinum’s discount to palladium in terms of the spread. People are coming in and doing some bargain hunting,” INTL FCStone analyst Rhona O’Connell said. Read more

Rapid hiring in the technology sector, low unemployment rates across the globe, and the potential for rising energy prices, are other reasons investors should watch inflation numbers closely, Vincent Deluard, global macro strategist at INTL FCStone argued in a recent...