monsoon, india

http://www.imd.gov.in/section/nhac/dynamic/Monsoon_frame.htm

http://graphics.thomsonreuters.com/14/india_monsoon/index.html





http://time.com/2863838/heres-what-we-can-expect-from-el-nino-this-year/

"The El Niño weather phenomenon that has previously devastated the Western Pacific and parts of Australia now has a 90% chance of striking again this year according to a recent report by the European Centre for Medium-range Weather Forecasts (ECMWF)."
미국에서는 70%라고 했는데, 유럽에서는 90%라고 하는 모양이다.



http://www.kitco.com/ind/Brecht/2014-06-06-El-Nino-Is-Coming-Time-To-Buy-Gold.html

엘니뇨가 오면, 곡물 수확이 줄고, 곡물가격이 올라가면, 인플레이션이 오는데 금은 인플레이션 헤지라고...

http://www.forbes.com/sites/kitconews/2014/06/12/el-nino-may-affect-indias-monsoon-potentially-impacting-gold-demand/

엘니뇨가 오면, 인도 몬순의 강수량이 줄고, 곡물 수확이 줄어서, 농부들이 돈을 못 벌면, 금을 살 수가 없으니 금수요가 줄고, 그러면 금값이...


다들 열심히 김칫국들을 마시고 있구먼...



http://blogs.wsj.com/moneybeat/2014/06/13/thailand-may-use-more-rubber-at-home/

"Thailand may use some of its huge 210,000 metric ton natural rubber stockpile for domestic infrastructure, reducing the need to export it into glutted global markets."

"What is happening in Thai rubber mirrors problems in the rice sector. Thailand lost its crown as the world’s leading rice exporter in 2012 because of a similar income-support policy that paid farmers above-market prices but left the country with huge stockpiles of rice and massive debts."