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10.09.25 - 11:30
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Rindfleisch, Kaffee, Orangen und Fußballer: Brasilien punktet trotz Zöllen mit attraktiven Bewertungen und langfristigen Trends (Das Investment)
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Das Land und hat große Anstrengungen unternommen, um seine Handelspartner zu diversifizieren, berichtet Anthony Willis, Senior Economist bei Columbia Threadneedle Investments. Anthony Willis Brasilien hat in letzter Zeit an Glanz eingebüßt: Das Wirtschaftswachstum des Schwellenlandes blieb hinter Indien und China zurück, und auch sportlich wartet der einstige Seriensieger im Weltfußball seit nunmehr über 20 Jahren auf einen weiteren WM-Titel. Damit steht das Land sowohl kulturell als auch politisch an einem wichtigen Scheidepunkt. Während 2026 die Fußball-Weltmeisterschaft im Rampenlicht steht, die diesmal von Kanada, den USA und Mexiko ausgerichtet wird, richtet sich der Blick der Finanzmärkte vor allem auf die...In Verbindung stehende Nachrichten:Analyse von Columbia Threadneedle Investments: Unterschätzt und unterbewertet: Japans Comeback als InvestmentchanceFortschritte in der Zollpolitik: Japan-Deal schickt Indizes auf RekordhochsTransatlantische Handelspolitik: Zollkompromiss mit Unsicherh...
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29.08.25 - 15:06
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How Low Can Frozen Orange Juice Futures Fall? (Barchart)
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Frozen concentrated orange juice futures rose to a record high of $5.4315 per pound in December 2025 before turning lower. At the $2.40 per pound level in late August 2025, prices are less than half the......
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01.08.25 - 20:48
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Tariff Exemption Sends Orange Juice Crashing Most On Record (ZeroHedge)
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Tariff Exemption Sends Orange Juice Crashing Most On Record
Orange juice futures in New York are on track for the steepest weekly decline on record, with losses exceeding 26%, after the Trump administration formally excluded Brazilian OJ from the newly proposed 50% tariffs on U.S. imports from the South American country. The exemption sparked a sharp reversal in speculative positioning in the contracts, erasing a multi-week rally fueled by trade disruption fears.
The executive order signed by President Trump on Wednesday delayed the implementation of 50% tariffs on Brazilian exports by seven days, while exempting several products, including orange juice, civil aircraft, iron ore, coal, wood pulp, machinery, and fertilizers.
"The tide seems to be turning again for Brazil (more favorably as of Wednesday) with the announcement of a delay (by seven days) in the 50% tariff and the inclusion of some 700 exceptions (or about 45% of exports exempted from the 40pp hike) to the US tariffs...
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15.07.25 - 05:03
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Orange Juice Futures Squeeze On Trump′s Brazil Tariff Threat (ZeroHedge)
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Orange Juice Futures Squeeze On Trump's Brazil Tariff Threat
President Trump fired off a flurry of trade warning letters last week to countries including South Korea, Brazil, Europe, Mexico, and Canada. In one letter to Brazilian President Luiz Inácio “Lula” da Silva, Trump announced the potential for a new 50% tariff on imports from Brazil. The move has since sparked fears of supply disruptions and sent orange juice futures in New York soaring to a four-month high.
The most active contract jumped 8.655% to $3.1385 a pound on Monday, the highest since early March. Orange juice futures have been rallying since Trump's trade warning letter to the South American country last week, stoking fears of renewed supply disruptions. Prices previously surged as high as $5 a pound in late 2024, as U.S. orange juice production fell to decade lows. Prices then crashed earlier this year.
OJ is on track for the largest monthly gain since January 1981.
The threat of disrupted OJ supplies comes as ...
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