by admin | Dec 17, 2018 | Uncategorized
Weekly U.S. market focus European focus is on economic data, BOE decision, Brexit, and Italy’s budget Asian focus is on China policy and BOJ meeting U.S. shutdown will go down to the wire Weekly U.S. market focus — The U.S. markets...
by admin | Dec 14, 2018 | Uncategorized
ECB ends QE on a dovish note U.S. shutdown watch is on hold while House is on recess Markets wait to see if FOMC next week softens its tone U.S. retail sales expected to cool in November U.S. industrial production expected steady ECB ends QE on a dovish...
by admin | Dec 13, 2018 | Uncategorized
ECB’s QE program is ending but a rate hike may be more than a year away Prime Minister May survives leadership challenge but now somehow needs to deliver a better Brexit deal 30-year T-bond auction to yield near 3.15% Italian bond yield falls to 2-1/2...
by admin | Dec 12, 2018 | Uncategorized
US/Chinese trade talks so far remain on track despite Huawei flap PM May tours Europe desperately seeking Brexit concessions U.S. headline CPI expected to edge lower 10-year T-note yield calms down after sharp drop 10-year T-note auction to yield near...
by admin | Dec 11, 2018 | Uncategorized
Brexit back to square-one with increased risks for hard Brexit US/Chinese tensions continue as Huawei’s Meng still seeks bail U.S. PPI expected to ease 3-year T-note auction to yield near 2.73% Brexit back to square-one with increased risks...
by admin | Dec 10, 2018 | Uncategorized
Weekly U.S. market focus European market focus Asian market focus Stock volatility likely to continue Job openings expected to recover a bit Weekly U.S. market focus — The U.S. markets this week will focus on (1) US/Chinese tensions as...
by admin | Dec 7, 2018 | Uncategorized
-Wheat moves lower following Russian grain meeting results in no export curbs and raised export estimate -India considering modest corn imports -Argentine wheat crop estimate maintained despite rain/frost concerns -USDA reports modest corn/soybean sales -South...
by admin | Dec 7, 2018 | Uncategorized
-Solid Export Sales week across the board relative to expectations -Corn/wheat sales above expectations -Soybean sales at top end of expectations -SBM/SBO sales solid U.S. corn sales, for the week ended 11/29/18, were solid at 1.178 MMT (46.4 million bushels),...
by admin | Dec 7, 2018 | Uncategorized
Fed 2019 rate-hike expectations for below 25 bp due to stock market volatility and lower inflation expectations Congress punts government shutdown threat to Dec 21 Stocks on guard for weaker-than-expected U.S. payroll report U.S. consumer sentiment...
by admin | Dec 6, 2018 | Uncategorized
-Stats Canada bumps up wheat crop estimate, lowers canola -Argentina strikes deal to export SBO to China – SBM a no-go -USDA reports corn sales to Mexico -Egyptian wheat tender sees good interest – Russian wheat lowest offer -Ukraine corn crop...
