Ag trade ideas

is that differential priced in GBP? I just was looking at the current spread in GBP and it seems somewhere around 148? Am I comparing the same thing?

 

thank you

 

I am short ZC Mar19 Butterfly @ -0.5 on seasonals. Forgot to post yesterday.

 

I did the spread in the december expiry. I am in the green since yesterday so the discount must be much smaller. I can't calculate the exact value now as C, CC and GBPUSD have all different settlement windows.

 

Out @ 1.7

 

Short HO Aug/Sep @ -0.0011.

Seasonals + high level. I know it is not an ag trade.

 

Oil was Ags

 

Short Robusta coffee Jul/sep/nov butterfly @ 13.

- New rule effective july make owning stocks more expensive which is bearish jul/sep.
-Seasonality

 

What’s the new rule btw? Is it exchange related or something else?

You still in the cocoa arb @TraDaToR ? I’ve been long still since we were last discussing it.

 

Does anyone have insight into sugar and coffee moves last week? Especially Friday's session. Strong out and then reversal by the close