by admin | Mar 27, 2019 | Uncategorized
-Trade estimate summary of Friday’s USDA reports -Wheat encouraged by Egypt’s SRW purchase -China lifts ban on French poultry -No USDA sales announcements USDA’s Prospective Plantings report and quarterly Grain Stocks...
by admin | Mar 27, 2019 | Uncategorized
U.S. markets are now far more dovish than Fed with expectations for at least two rate cuts through 2020 U.S. trade deficit expected to narrow mildly from Dec’s 10-year high U.S. Q4 current account deficit expected to widen to new 10-year high 5-year...
by admin | Mar 26, 2019 | Uncategorized
T-note yields drop sharply as market now fully prices in a Fed rate cut for this year U.S. housing starts expected to edge higher on lower mortgage rates U.S. home prices expected to continue to rise March U.S. consumer confidence expected to add to...
by admin | Mar 25, 2019 | Uncategorized
-March 1 Cattle on Feed higher than expected -February placements higher than expected -February marketings lower than expected NOTE: The USDA’s Cattle on Feed report was released Friday afternoon (3/22/19) at 2:00 PM CT. ...
by admin | Mar 25, 2019 | Uncategorized
Weekly global market focus — The U.S. markets this week will focus on (1) any market reaction after Attorney General Barr late Sunday afternoon reported the top-level conclusions of the Mueller investigation to Congress, (2) the chances for a...
by admin | Mar 22, 2019 | Uncategorized
U.S. yield curve flattens to new 3-month low on neutral Fed and soft inflation outlook EU says trade talks could start in April as reports emerge that Commerce Dept recommended auto tariffs EU gives UK an extra two weeks for a Brexit decision U.S. Feb existing...
by admin | Mar 21, 2019 | Uncategorized
FOMC manages to engineer a dovish meeting outcome President Trump says he plans to keep tariffs in place even after a trade agreement PM May’s latest plan is for a third Brexit vote next week and a Brexit deadline extension to June 30 U.S. economic...
by admin | Mar 20, 2019 | Uncategorized
Dovish FOMC meeting outcome expected but is the Fed really done tightening? US/Chinese officials will exchange visits but talks reportedly slow as China pushes back PM May now focused on wrangling a Brexit delay from the EU Dovish FOMC meeting outcome...
by admin | Mar 19, 2019 | Uncategorized
Room for market disappointment on Fed-dot shift Chinese report says Trump-Xi meeting may be delayed until June Long Brexit delay becomes more likely after Speaker Bercow nixes third Brexit vote Room for market disappointment on Fed-dot shift —...
by admin | Mar 18, 2019 | Uncategorized
-Trade estimates for Friday USDA reports -HRW conditions improve, SRW decline in latest update -China bans another Canadian canola exporter -Egypt tenders for wheat – US SRW lowest exclusive of freight -More snow on tap for northern plains *On...
