by admin | May 17, 2019 | Uncategorized
Markets wait for the official White House order that auto tariffs will be delayed No-deal Brexit preparations need to accelerate now that the UK will get a new PM U.S. consumer sentiment expected to slightly weaken U.S. LEI expected to show a small increase...
by admin | May 16, 2019 | Uncategorized
U.S. stock market buoyed by possible delay of auto tariffs and progress on Mexico/Canada metal tariffs PM May will make last-ditch effort at Brexit passage in early June Italian-German bond spread rises to 3-month high on increased Italian political risks...
by admin | May 15, 2019 | Uncategorized
U.S. stock market stabilizes but markets still view solid chance of full China tariffs U.S. retail sales expected to remain strong U.S. manufacturing production expected to flat-line for second month Housing confidence expected to improve further on sharp...
by admin | May 14, 2019 | Uncategorized
USTR releases details on next round of tariffs although Trump says decision is not yet final Treasury market shakes off Chinese dumping threat China’s industrial production and retail sales expected to edge lower USTR releases details on next...
by admin | May 13, 2019 | Uncategorized
Weekly global market focus Markets wait for details on Chinese retaliation and the next round of U.S. tariffs on China Weekly global market focus — The U.S. markets this week will focus on (1) trade tensions with the details due as soon as...
by admin | May 10, 2019 | Uncategorized
Markets wait to see if US/Chinese trade talks survive Trump tariff hike would discourage any Fed easing Fed is looking towards today’s CPI report for inflation guidance Markets wait to see if US/Chinese trade talks survive — The 2-day...
by admin | May 9, 2019 | Uncategorized
-All about the weather as long-term forecast remains wet -Export Sales mostly uneventful -EU wheat/corn crop ideas bumped lower The forecast over the coming two weeks continues to look very wet, particularly across the west. Given the forecast,...
by admin | May 9, 2019 | Uncategorized
-Soybean sales net cancellations – sharply below expectations -Corn sales sharply below expectations – marketing year low -New crop wheat sales decent -SBM/SBO sales as expected U.S. soybean sales, for the week ended 5/02/19, were net cancellations...
by admin | May 9, 2019 | Uncategorized
China either capitulates today or US/China trade war steps up to the next level 30-year T-note auction to yield near 2.90% Fed is looking towards today’s PPI and tomorrow’s CPI reports for inflation guidance U.S. trade deficit expected to expand...
by admin | May 8, 2019 | Uncategorized
-Russian wheat crop estimate backs near-record production ideas -US biodiesel production continues to run above year ago levels -Longer-term US weather ideas still improved -Trade estimate summary for Friday’s USDA reports USDA will release the...
