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The fed despite its size still has to remain competitive with other countries on rates, especially if the rest of the world goes into easing mode.
Ages ago there was a term decoupling referring to the separation of US markets with UK, cannot remember the exact circumstances but it can and does happen.
Request to other posters, can we please not have another day telling everyone that you have green boxes, responding to mischievous posters is as bad ass the posters themselves, thank you.
Hasn't happened yet but very much looks like this will happen and quite soon too.
It could be the catalyst the UK market needs to give it a boost over US which by comparison is expensive, raising finance here for buyout would also be cheaper adding to the equation..
Fed today pulling in expectations of early cuts has spooked the market ..
Hasn't happened yet but very much looks like this will happen and quite soon too.
It could be the catalyst the UK market needs to give it a boost over US which by comparison is expensive, raising finance here for buyout would also be cheaper adding to the equation..
Fed today pulling in expectations of early cuts has spooked the market ..
At the risk of boring everyone into a deep slumber, wanted to follow-up on the powdery mildew issues clarifying which branded products do what in the PHC line up.
From my understanding Obrona, Innocul8 and Saori® in Brazil are the same product targeting amongst other things powdery mildew, from recent PHC news flow:
'Obrona™, based on the same active ingredient found in Saori® in Brazil, was launched in the US In 2023 by Wilbur-Ellis® Agribusiness.
Obrona is a unique foliar product developed to help growers control a wide range of fungal and bacterial plant pathogens within fruits, nuts, vegetables, and row crops.
Multiple years of field trials validated product efficacy to support initial launch focused on corn diseases, such as tar spot (Phyllachora maydis), Gray leaf spot (Cercospora zeae-maydis), and common rust (Puccinia sorghi), as well as powdery and downy mildew and various other diseases in grapes, as well as white mold (Sclerotinia sclerotiorum) and other diseases affecting leafy vegetables within key Western US states'
PHC are still waiting on California for approval, obviously this being a huge wine producer should bode well for Wilber Ellis partnership if approved, Wilbur Ellis already supply flowable sulfur into California which is the other key component mentioned in Agrii PDF below.
https://www.wilburellisagribusiness.com/product/sulfur-dry-flowable/
Don't forget companies like Qube are effectively long US beauty stocks like Ulta but short UK equities, like THG.
Qube must be fed up with Ulta, been in and out like a fiddlers elbow, buying at peaks and selling at lows..
Updated list of new products approved and ready for sale in 2024, appreciate OBRONA launched in 2023 but more or less missed growing season hence inclusion now.
MOSHY (PHC25279) Brazil to control foliar diseases in coffee and sugar cane
TEIKKO (PHC68949) Brazil to Control Nematodes in Soybeans
OBRONA (PHC25279) USA fungal and bacterial plant pathogens within fruits, nuts, vegetables, and row crops.
Innocul8 (PreTec) UK promoting greater yields and higher quality of potatoes, berries, peas, beans and grapes.
HARPIN Poland, included as approved late Aug 2023
Mexico (awaiting brand name) PHC68949 to Control Nematodes in Vegetable Crops
Still India with Novazymes/Harpin to come in along with OBRONA in California, Mexico has PHC25279 awaiting approval.
Let me know if I have missed anything.
Both Marshall WAce and Qube have large long positions in Ulta..
https://www.cnbc.com/quotes/ULTA?tab=news
Https://www.cnbc.com/2024/04/03/euro-zone-inflation-march-2024.html
Covered in earlier posts:
Franklin Resources, Inc. [NYSE:BEN], one of the world’s largest investment managers, is better known as Franklin Templeton.
https://www.franklinresources.com/
Powdery mildew seems to be an almost fatal disease in grapes the world over, causing significant damage to crop yields, even the smallest infection can make its way into the final product through taste. Fungal resistance is also a major issue as covered in the Agrii pdf below, p4, p5 highlights the use bio stimulants in this regard:
'The final group of organic fungicides are elicitors such as Romeo and the bio stimulants that can have similar incidental affects
as a result of their use, such as Innocul8 (formerly PREtec)'
'Whilst the number of plant protection products in UK viticulture is shrinking annually, with less modes of action available to rotate chemistry than there were historically, there is increasing demand on growers to maintain the efficacy and quality of the products that are available.
Integrating a variety of organic, physical acting and elicitor-based products not only allows you to improve pesticide efficacy, with shorter harvest intervals and novel modes of action, but also helps preserve the efficacy of the other more site-specific products we use every day, to help produce a healthy, high quality crop of grape'
Also worth mention is the recommendation for ProAct under Grapevine Nutrition Programme, p22
Reference material:
Grapevine Powdery Mildew: Fungicides for Its Management and Advances in Molecular Detection of Markers Associated with Resistance
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8307186/#:~:text=Grapevine%20powdery%20mildew%20is%20a,the%20quality%20of%20the%20wine.
End of financial year for many, not so much the trackers which are US based but a lot of established holders might want a transfer to lock-in tax losses.
FTSE crossed the 8000 mark, Dow could be next 40000, bull run into 24/5 ?
— nda accepted and both fru*****inib and sintilimab granted priority review, following breakthrough therapy designation in july 2023 —
— first regulatory filing for fru*****inib for use in combination with a leading immune checkpoint inhibitor —
par for the course, prop traders mark it down on any good news, try and dampen momentum while working buy orders.
it would be nice if they marked it down properly, then we can all load up lol