Kucrop Analytics - Portfolio Update 08.06.2025

How we're positioned and what we're looking out for.

What we did during the week:

• We opened a Short position in Soybeans. We see a trend continuation trade according to our framework. Drought conditions remain better than last year in the US and Brazil (two most important players)

• We opened a Long position in Live Cattle. Here we continue to see a tight cattle market going into the summer periods with tight…