World Perspectives

Recent China Analysis

Battlefront Reporting; Technical Limits; Poopy Water; Migrant Pressures

Battlefront Reporting Another day and more news on the trade war front. On the first day of new retaliatory tariffs by the EU on U.S. goods, German automakers offered zero-for-zero transatlantic tariffs. President Trump responded with the threat to impose 20 percent tariffs on imports of Europe...

feed-grains soy-oilseeds wheat

Market Commentary

It was a peaceful night session with corn and wheat showing very little change. Meanwhile, soybeans were 7-8 cents higher with meal up $2.00-3.00. Markets will probably be in idle mode until there are more developments on trade issues either with China or NAFTA. They seem to have factored in th...

soy-oilseeds softs biofuel

Indian Subcontinent Regional Analysis

Falling Soymeal Prices May Move Up if Exports Continue Soybean and soymeal prices moved lower last week but had some upward movement near its end, and they are stable now due to slow poultry sector demand as well as international cues. However, world prices are still lower.The Indian soybean sp...

soy-oilseeds feed-grains wheat

No NAFTA Yet Either

Markets have been obsessed with the failure of the U.S. and China to reach any sort of agreement regarding their trade dispute. In fact, it’s not even about reaching a deal at this point. Instead, it is more about some sign, however small, that there is even any sort of dialogue taking pl...

feed-grains soy-oilseeds wheat

Market Commentary

Welcome to summer! Led by soybeans, which eased about 6 cents lower, trading during the overnight session found prices with a lower bias. The grains were mostly lower also but did not stray far from Wednesday’s closes. On the trade front, the war of words continues. However, there is no s...

Trade War Endgame; Laudable Reorg; Mixt

Trade War Endgame Starting the trade war was “easy” for Mr. Trump, sustaining it will become more difficult for domestic political reasons. That fact was revealed by this week’s Senate Finance Committee hearing during which its members expressed skepticism about the trade acti...

livestock

Cattle on Feed; Compact Comeback?

Cattle on Feed  Industry pre-report estimates for tomorrow’s Cattle on Feed report from USDA peg the total number of cattle on feed as of 1 June at 103.4 percent of last year. If realized, it would be the 17th consecutive month that the inventory was larger than the year prior. May p...

soy-oilseeds

Oilseed Highlights: Palm Oil Prices; U.S. Soy Export Sales; Brazil’s Soy Exports

Falling Palm Oil Prices Reach Two-Year Low Palm oil prices are declining because of anemic demand and the market turmoil caused by the U.S.-China trade dispute. Today the September palm oil futures price on the Malaysian futures exchange fell for the fourth consecutive day to the equivalent of...

feed-grains

Does Corn Have a Story to Tell?

Grain and soy markets are almost totally consumed by trade disruption and the latest trade war threats voiced in Washington and Beijing. They note retaliatory tariffs against U.S. products imposed by the EU, India, Canada and Mexico (among others). They sense that the U.S position in the world...

feed-grains soy-oilseeds wheat

Market Commentary

After trade war fears sank grain and soy futures yesterday, the overnight session opened cautiously. Prices edged a bit higher, but trading was tentative and volume was low. Yesterday’s emotional lashing left markets in a highly oversold state. However, without a signal that further discu...

feed-grains soy-oilseeds wheat

Closing Bell Wrap-Up

The Closing Bell Wrap-Up has finally returned from traveling the past few weeks. And what an exciting few weeks it has been. Trump and China started playing nice, then abandoned the strategy in favor of pursuing an “easy to win” trade war. Nobody has won yet but the markets are losi...

Predictable Trade War; Owed Freebies; Jurisdictional Meat; Sweet Natural Duplicity

Predictable Trade War After the Shanghai Composite Index plunged in value, the headlines say that the Chinese were “caught off guard” by President Trump’s announcement of counter-retaliatory tariffs on $200 billion of Chinese exports. Wall Street was also supposedly surprised...

Battlefront Reporting; Technical Limits; Poopy Water; Migrant Pressures

Battlefront Reporting Another day and more news on the trade war front. On the first day of new retaliatory tariffs by the EU on U.S. goods, German automakers offered zero-for-zero transatlantic tariffs. President Trump responded with the threat to impose 20 percent tariffs on imports of Europe...

feed-grains soy-oilseeds wheat

Market Commentary

It was a peaceful night session with corn and wheat showing very little change. Meanwhile, soybeans were 7-8 cents higher with meal up $2.00-3.00. Markets will probably be in idle mode until there are more developments on trade issues either with China or NAFTA. They seem to have factored in th...

soy-oilseeds softs biofuel

Indian Subcontinent Regional Analysis

Falling Soymeal Prices May Move Up if Exports Continue Soybean and soymeal prices moved lower last week but had some upward movement near its end, and they are stable now due to slow poultry sector demand as well as international cues. However, world prices are still lower.The Indian soybean sp...

soy-oilseeds feed-grains wheat

No NAFTA Yet Either

Markets have been obsessed with the failure of the U.S. and China to reach any sort of agreement regarding their trade dispute. In fact, it’s not even about reaching a deal at this point. Instead, it is more about some sign, however small, that there is even any sort of dialogue taking pl...

feed-grains soy-oilseeds wheat

Market Commentary

Welcome to summer! Led by soybeans, which eased about 6 cents lower, trading during the overnight session found prices with a lower bias. The grains were mostly lower also but did not stray far from Wednesday’s closes. On the trade front, the war of words continues. However, there is no s...

Trade War Endgame; Laudable Reorg; Mixt

Trade War Endgame Starting the trade war was “easy” for Mr. Trump, sustaining it will become more difficult for domestic political reasons. That fact was revealed by this week’s Senate Finance Committee hearing during which its members expressed skepticism about the trade acti...

livestock

Cattle on Feed; Compact Comeback?

Cattle on Feed  Industry pre-report estimates for tomorrow’s Cattle on Feed report from USDA peg the total number of cattle on feed as of 1 June at 103.4 percent of last year. If realized, it would be the 17th consecutive month that the inventory was larger than the year prior. May p...

soy-oilseeds

Oilseed Highlights: Palm Oil Prices; U.S. Soy Export Sales; Brazil’s Soy Exports

Falling Palm Oil Prices Reach Two-Year Low Palm oil prices are declining because of anemic demand and the market turmoil caused by the U.S.-China trade dispute. Today the September palm oil futures price on the Malaysian futures exchange fell for the fourth consecutive day to the equivalent of...

feed-grains

Does Corn Have a Story to Tell?

Grain and soy markets are almost totally consumed by trade disruption and the latest trade war threats voiced in Washington and Beijing. They note retaliatory tariffs against U.S. products imposed by the EU, India, Canada and Mexico (among others). They sense that the U.S position in the world...

feed-grains soy-oilseeds wheat

Market Commentary

After trade war fears sank grain and soy futures yesterday, the overnight session opened cautiously. Prices edged a bit higher, but trading was tentative and volume was low. Yesterday’s emotional lashing left markets in a highly oversold state. However, without a signal that further discu...

feed-grains soy-oilseeds wheat

Closing Bell Wrap-Up

The Closing Bell Wrap-Up has finally returned from traveling the past few weeks. And what an exciting few weeks it has been. Trump and China started playing nice, then abandoned the strategy in favor of pursuing an “easy to win” trade war. Nobody has won yet but the markets are losi...

Predictable Trade War; Owed Freebies; Jurisdictional Meat; Sweet Natural Duplicity

Predictable Trade War After the Shanghai Composite Index plunged in value, the headlines say that the Chinese were “caught off guard” by President Trump’s announcement of counter-retaliatory tariffs on $200 billion of Chinese exports. Wall Street was also supposedly surprised...

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