World Perspectives
livestock

Neutral Cattle on Feed Report

USDA released its monthly cattle on feed report today showing a total inventory of cattle and calves in feed yards of 11.9 million head on 1 November, which is slightly (25,000 head) below last year.  All categories were well aligned with the pre-report expectations - another sign that cattle markets are back in balance, except that there was a wide range of placement guesstimates, from 99 percent to 105 percent of last year. With the average guess at 102 percent, however, it’s clear there was a consensus around placements. As we’ve noted before, the pre-report estimate is based on the Olympic average (i.e., eliminating the high and the low before calculating the average) of the various analysts’ forecasts. The ave...

WPI on Twitter

WPI POLL

How bad will the Omicron Version of COVID be?

Related Articles
feed-grains soy-oilseeds wheat

Export Sales

Export Sales for November 19-25, 2021. Wheat:  Net sales of 79,900 metric tons (MT) for2021/2022--a marketing-year low--were down 86 percent from the previous week and 80 percent from the prior 4-week average.  Corn:  Net sales of 1,020,800 MT for 2021/2022 were down 29 percent f...

feed-grains soy-oilseeds wheat

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...

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...

feed-grains soy-oilseeds wheat

Export Sales

Export Sales for November 19-25, 2021. Wheat:  Net sales of 79,900 metric tons (MT) for2021/2022--a marketing-year low--were down 86 percent from the previous week and 80 percent from the prior 4-week average.  Corn:  Net sales of 1,020,800 MT for 2021/2022 were down 29 percent f...

feed-grains soy-oilseeds wheat

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...

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...

livestock

AI Impact

As the media tracks the spread of the Omicron version of COVID, there are reports of additional outbreaks of highly pathogenic avian influenza (H5N1) in Europe. Like COVID, there are many varieties of avian influenza (AI) with low pathogenic the predominant form but high pathogenic forms consti...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up