World Perspectives
soy-oilseeds feed-grains

China In-Country Analysis

Macro Trends U.S. Ag Exports to China Fall to Ten-Year Low The USDA-GATS October export data, which covers monthly figures through August 2018, underscores the deep impact of the U.S.-China trade conflict. It shows that just 345,300.4 MT of U.S. agricultural products were shipped to the Middle Kingdom in August, the lowest figure for that month since 2006 when the total was 337,201.2 MT. On a monthly basis, it was the worst since a paltry 287,242 MT were shipped in September 2006. The difference between 2006 and now, however, is the average price (USD/MT). With soybean exports to China falling to their lowest level for the month of August in three years, higher value commodities (e.g., wine, almonds, pork and other food products) are maki...

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Related Articles
feed-grains soy-oilseeds wheat

Market Commentary: Corn, Soy Complex Pause Rallies while Technical Buying Lifts Wheat

When markets opened on Monday there were just nine trading sessions before the quarterly Grain Stocks and Acreage Intentions reports from USDA, which meant that traders were focused on adjusting positions and forecasts ahead of those numbers. Beyond that, the weather is the market’s prima...

Monetary Policy Between a Rock and a Hard Place

The Federal Open Market Committee (FOMC) will meet this week; interest rates were last raised in July 2023, and during Q4 when rates were held steady markets were hopeful that was a signal that a rate cut would be coming in 2024.   Right now, however, the Federal Funds Futures market...

feed-grains soy-oilseeds wheat

Summary of Futures

May 24 Corn closed at $4.36/bushel, down $0.0075 from yesterday's close.  May 24 Wheat closed at $5.4275/bushel, up $0.1425 from yesterday's close.  May 24 Soybeans closed at $11.8775/bushel, down $0.105 from yesterday's close.  May 24 Soymeal closed at $331.9/short ton, down $2...

feed-grains soy-oilseeds wheat

Market Commentary: Corn, Soy Complex Pause Rallies while Technical Buying Lifts Wheat

When markets opened on Monday there were just nine trading sessions before the quarterly Grain Stocks and Acreage Intentions reports from USDA, which meant that traders were focused on adjusting positions and forecasts ahead of those numbers. Beyond that, the weather is the market’s prima...

Monetary Policy Between a Rock and a Hard Place

The Federal Open Market Committee (FOMC) will meet this week; interest rates were last raised in July 2023, and during Q4 when rates were held steady markets were hopeful that was a signal that a rate cut would be coming in 2024.   Right now, however, the Federal Funds Futures market...

feed-grains soy-oilseeds wheat

Summary of Futures

May 24 Corn closed at $4.36/bushel, down $0.0075 from yesterday's close.  May 24 Wheat closed at $5.4275/bushel, up $0.1425 from yesterday's close.  May 24 Soybeans closed at $11.8775/bushel, down $0.105 from yesterday's close.  May 24 Soymeal closed at $331.9/short ton, down $2...

Cahiers Redux – Politicians Recoil

The Cahiers de doléances [or kaje for short] were the pre-French revolution (1789) lists of societal complaints. The collective disappointments of the clergy, the nobility, and the rest of society too. Nothing has changed. Documents of the time cite the criticisms as: government waste, i...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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