Avsnitt
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Buckle up, it’s Report Day! Today, we’ll preview the USDA’s BIG June reports (June 1 stocks and 2026 acreage) and how the results could potentially move the market for corn, wheat, and soybeans.
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Crop conditions? Looking more fancy! Spec funds? Still selling! Peace Deal? Looking more likely!
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Saknas det avsnitt?
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PEACE deal? We shall see…today we’ll discuss the market reaction, last week’s June WASDE report, and a smaller-than-expected NOPA crush report.
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Sell Mortimer, sell! This week, we’ll talk about the sell off in the Big 3 (corn, wheat, soybeans) last week, and we’ll preview this week’s June WASDE report.
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RIN-sanity rallies the SBO market as energy remains volatile and we continue to be “close to a peace deal” in Iran.
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War on, war off, again! We’ll discuss the tenuous ceasefire, continued volatility in the energy markets, and U.S. planting progress.
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Volatility in the markets continues as traders react to the Trump/Xi Summit, war updates and energy prices, and a potentially disastrous HRW crop.
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War update: will it ever end? Today’s we’ll give our weekly war debrief before discussing the continued winter wheat woes and previewing the USDA’s May WASDE report.
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Energy rallies again! Today we’ll give you the usual war update, discuss the latest crop conditions, and more.
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War and weather whiplash! Today we will discuss the rally in energy markets, the latest crop conditions, and another new spec record in SBO.
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War and weather are the two big headlines today! We’ll discuss the ever-changing conditions in the Straight of Hormuz, dryness and drought in winter wheat country, and more.
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War (and volatility) continues! Today, we’ll discuss the volatility in commodity markets in recent weeks, results from last week’s April WASDE, and how the weather has been affecting crop conditions.
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Today we’ll discuss the upcoming April WASDE report, a record long spec position in soybean oil, and some stinky U.S. winter wheat conditions.
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We finally got an EPA announcement on the biofuel mandates! Now what do they mean? It’s a bit confusing but today, we’ll try our best to help you make sense of what was announced, and what it means for commodity markets. We’ll also preview today’s BIG USDA crop reports. Plenty of Moving Parts to talk about in these markets!
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Today, we discuss the all the spec buying in the SBO market, and the news (or lack thereof) as far as EPA biofuels announcements. Could we get a mandate this week? We’ll also preview the BIG 3/31 crop reports.
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Today, we’ll discuss the slight pullback in the soy complex, last week’s WASDE report, and another big NOPA crush report.
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Energy explosion! Monday saw WTI oil trading in a range of over 42% in a single trading session, and the volatility has been felt by pretty much everything else that we track. Today we’ll talk about the crazy swings in the energy markets, tomorrow’s USDA WASDE report, and what’s new in South America with the weather story.
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War! Today we’ll discuss this weekend’s strike on Iran, and it’s downstream effects on energy markets and commodities in general. We’ll also talk the China-Canada trade deal, another record crush month, and more.
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SCOTUS rejects POTUS Trump’s tariffs! Today we’ll discuss the other options Trump is exploring to implement new tariffs. We’ll also talk about the crop estimates from last week’s USDA Outlook Forum, as well as our usual dairy and weather updates.
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Big week for managed money, who collectively decided it was time to buy the soy complex on a combination of higher energy prices, trade deals, positive China comments. We’ll talk potential upcoming biofuel announcements, our supply and demand balance sheets, and our usual dairy and weather updates.
- Visa fler
