JERNIGAN GLOBAL
News Letter 23-Nov-2020

1. CHINA’S RETAIL APPAREL SALES OUTPACE  THE REST OF THE WORLD

2. HOW SECURE IS YOUR SUPPLY CHAIN? UNREST EXPANDS IN ETHIOPIA, VIRUS INFECTION OF MALAYSIA PPE FACTORIES

3. US POLICY CONCERNS WILL IMPACT US COTTON  ACREAGE IN 2021/2022

4. AUSTRALIAN CFR BASIS UNDERVALUED AS  CHINA ISSUES NEW THREATS

5. WORRIES EXPAND OVER 2021 BRAZIL COTTON CROP AS DRYNESS DISRUPTS SOYBEAN SEASON

6. US YIELDS EXPECTED TO FALL, ISSUE OF SEED COAT FRAGMENTS SURFACES DUE TO HURRICANES

7. CHINA’S COTTON AND YARN FUTURES CLOSE  AT WEEKLY HIGHS, ICE FOLLOWS