World Perspectives

Recent Ag Perspectives Analysis

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...

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...

livestock

Brazil’s Meat Opportunity

Brazil has famously surpassed the U.S. as the world’s largest producer and exporter of soybeans, and it could become a more consistent top exporter of corn. However, its livestock production lags. Brazil’s soybean production has been expanding at an average 5.5 percent per year, and...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn  Intense rains have fallen over practically all of Argentina’s agricultural region in the last few days, delaying the corn harvest. The reported weekly progress was only 1 percent, and the total harvested area stands at only 3.2 percent. Several days of good weather will be nece...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  The EU Commission is proposing new support measures for farmers after widespread protests rocked the region in recent weeks. Farmers were pushing back against the suite of regulations aimed at making European farming more climate friendly. Russia attacked the Ukrainian port...

feed-grains soy-oilseeds wheat

Market Commentary: Technical Trade Dominates on Quiet Fundamentals

The CBOT was mixed to end the week with scant, fresh fundamental news leading to more technically-oriented trade over the past few weeks. Wheat futures were the downside leader as deteriorating chart conditions and China’s recent cancellations of U.S. SRW export bookings weighed on trader...

softs feed-grains wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

soy-oilseeds

Oilseed Highlights: Close but no Cigar

The Market The May soybean contract trade above $12 several times this week intrasession but could not hold that number at the daily close. Nonetheless, the close Friday at 1198.25/bushel was a 1.2 percent rise for the week. That is 6.1 percent above the February low of 1128.5/bushel. May soyoi...

Crop Program Payment Estimates for 2024

Today, sign-up for the Ag Risk Coverage (ARC) and Price Loss Coverage (PLC) programs closes; without a new farm bill, no changes have been made to either program. Producers can choose between the price triggered PLC and the revenue triggered ARC. ARC comes in two forms, ARC County (ARC-CO) and...

FOB Prices and Freight Rate App (Updated 15 March)

Ocean Freight Comments - 15 March 2024 By Matt Herrington Freight markets were mostly higher this week with higher cargo demand from the East Coast of South America pushing Panamax and Supramax rates higher. Freight forward agreements (FFAs) for Panamax vessels are also rising with the average...

Interactive Ocean Freight Rates (Updated 15 March)

Ocean Freight Comments - 15 March 2024 By Matt Herrington Freight markets were mostly higher this week with higher cargo demand from the East Coast of South America pushing Panamax and Supramax rates higher. Freight forward agreements (FFAs) for Panamax vessels are also rising with the average...

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...

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...

livestock

Brazil’s Meat Opportunity

Brazil has famously surpassed the U.S. as the world’s largest producer and exporter of soybeans, and it could become a more consistent top exporter of corn. However, its livestock production lags. Brazil’s soybean production has been expanding at an average 5.5 percent per year, and...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Corn  Intense rains have fallen over practically all of Argentina’s agricultural region in the last few days, delaying the corn harvest. The reported weekly progress was only 1 percent, and the total harvested area stands at only 3.2 percent. Several days of good weather will be nece...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  The EU Commission is proposing new support measures for farmers after widespread protests rocked the region in recent weeks. Farmers were pushing back against the suite of regulations aimed at making European farming more climate friendly. Russia attacked the Ukrainian port...

feed-grains soy-oilseeds wheat

Market Commentary: Technical Trade Dominates on Quiet Fundamentals

The CBOT was mixed to end the week with scant, fresh fundamental news leading to more technically-oriented trade over the past few weeks. Wheat futures were the downside leader as deteriorating chart conditions and China’s recent cancellations of U.S. SRW export bookings weighed on trader...

softs feed-grains wheat

CFTC COT Report Analysis

The attached PDF offers graphical depiction and seasonal analysis of managed money and commercial traders' net position in key agricultural commodity markets. The data is, of course, taken from the CFTC's weekly Commitment of Traders report, using the futures only data. WPI recently completed a...

soy-oilseeds

Oilseed Highlights: Close but no Cigar

The Market The May soybean contract trade above $12 several times this week intrasession but could not hold that number at the daily close. Nonetheless, the close Friday at 1198.25/bushel was a 1.2 percent rise for the week. That is 6.1 percent above the February low of 1128.5/bushel. May soyoi...

Crop Program Payment Estimates for 2024

Today, sign-up for the Ag Risk Coverage (ARC) and Price Loss Coverage (PLC) programs closes; without a new farm bill, no changes have been made to either program. Producers can choose between the price triggered PLC and the revenue triggered ARC. ARC comes in two forms, ARC County (ARC-CO) and...

FOB Prices and Freight Rate App (Updated 15 March)

Ocean Freight Comments - 15 March 2024 By Matt Herrington Freight markets were mostly higher this week with higher cargo demand from the East Coast of South America pushing Panamax and Supramax rates higher. Freight forward agreements (FFAs) for Panamax vessels are also rising with the average...

Interactive Ocean Freight Rates (Updated 15 March)

Ocean Freight Comments - 15 March 2024 By Matt Herrington Freight markets were mostly higher this week with higher cargo demand from the East Coast of South America pushing Panamax and Supramax rates higher. Freight forward agreements (FFAs) for Panamax vessels are also rising with the average...

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