by admin | Dec 6, 2018 | Uncategorized
Doubts about US/Chinese trade cease-fire continue although mood at least stabilizes Inversion of 3s5s Treasury curve spooks stock market OPEC+ expected to cut production by about 1.1 million bpd U.S. ADP employment expected to show another solid increase U.S....
by admin | Dec 5, 2018 | Uncategorized
-Trade estimates for next week’s WASDE report -Brazilian soybean crop ideas moving higher -Attache sees continued Argentine soybean imports, but strong production/exports/crush in coming year -Malaysian/Indonesian palm oil stocks seen remaining...
by admin | Dec 5, 2018 | Uncategorized
Stocks tank on US/China trade deal uncertainties and inverted yield curve May’s Brexit deal draws more opposition by the day Today is a partial U.S. holiday Stocks tank on US/China trade deal uncertainties and inverted yield curve — The stock...
by admin | Dec 4, 2018 | Uncategorized
-USDA Ag Secretary expects resumption of some Chinese soybean buying around Jan 1 -No USDA sales announcements -Ukraine says Azov Sea grain exports resumed -EIA ethanol data/USDA Export Sales delayed one day -Algeria tenders for Argentine corn/SBM CME...
by admin | Dec 4, 2018 | Uncategorized
US/China ceasefire is marred by differing interpretations 2-week CR extension could reduce the odds for a U.S. government shut-down Wednesday becomes a partial holiday US/China ceasefire is marred by differing interpretations — The markets on...
by admin | Dec 3, 2018 | Uncategorized
-US/China “truce” brings optimism back to ag markets -Australia lowers wheat crop estimate -USDA Oilseed Crushings report this afternoon -Brazilian soybean crop ideas ticked higher -US wheat lowest in Iraqi tender -CME ag markets open Wednesday...
by admin | Dec 3, 2018 | Uncategorized
Weekly U.S. market focus European focus on Brexit, Italian budget, and German politics Asian market focus US/China reach trade ceasefire although worries continue about possible auto tariffs and NAFTA 2.0 Russian/Saudi leaders agree on 2019 production cut U.S....
by admin | Nov 30, 2018 | Uncategorized
-EPA biofuels blending ruling as expected, no ethanol/biodiesel changes for 2019 -EU wheat area up solidly -USDA reports soybeans sold to unknown -Tweet watching continues ahead of Trump/Xi meeting Soybeans pushed higher heading into the break of the...
by admin | Nov 30, 2018 | Uncategorized
Crunch time for US/Chinese trade relations NAFTA 2.0 scheduled to be signed today FOMC minutes contain surprise news of possible IOER cut before next meeting Crunch time for US/Chinese trade relations — The markets are braced for whether...
by admin | Nov 29, 2018 | Uncategorized
-Russia blocks Ukrainian vessels on Azov Sea – grain impact viewed as limited -Chinese soybean crush margins turn red -First notice day for December deliveries tomorrow -Weekend dinner plans for Trump/Xi to have all eyes on tweets The weekend G20...
