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IN: the ENSO/El Nino cascade — Pacific sea-surface temperatures and forecasts, the weather it drives (drought, floods, monsoon disruption), the effect on crop yields (corn, wheat, soy, coffee, cocoa, palm oil) and fisheries, the downstream move in food and commodity prices and energy demand, and the institutions that forecast it. OUT: unrelated long-run climate-change policy, single-name equity trading calls, and general weather news with no ENSO linkage.
Confidence ≥ 0.00
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