World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Record Gains, Then Losses

It was a strange trading day with twists and turns that were at a minimum, unusual: Grains and oilseeds all closed higher overnight and then continued that trend in this morning’s open, with wheat again leading with double-digit higher gains.  There were new contract highs in SRW, HRW, Paris wheat and Malaysian palm oil. By contrast, feeder cattle and lean hogs opened lower.  By the end of the session, some had suffered whiplash as grains and oilseeds were all bleeding red while the livestock complex made notable gains.  The switcheroo was not too surprising when one considers the diverse interests, their motivations, and the underlying fundamentals.  Let’s start with the outside money. L...

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feed-grains soy-oilseeds wheat

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Market Commentary: Ag Markets Bounce, Pullback as Omicron Detected in U.S.

The CBOT started the day higher with corn and the soy complex leading the way after “buy on the bounce” and “risk on” trade developed overnight and in the early morning. Confirmation from the EU that Omicron coronavirus cases present with relatively mild symptoms and a l...

feed-grains soy-oilseeds livestock

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Livestock Senior Ag Ministry Official Warns of Sustained Low Hog Prices In a recent interview, the Deputy Director of MARA’s Animal Husbandry and Veterinary Bureau said the excess supply of live hogs is here to stay for the time being. The agency head, Mr. Xin, said due to the robust grow...

feed-grains soy-oilseeds wheat

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feed-grains soy-oilseeds wheat

Market Commentary: Ag Markets Bounce, Pullback as Omicron Detected in U.S.

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China Strategy; Biotech Breakout

China Strategy The U.S., EU and Japan have agreed to collaborate on how to deal with non-market economic practices – read China. The debate over how to address China is the most important topic in Washington these days. Opinions are varied. Former U.S. State Department official Daniel Rus...

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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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