World Perspectives

Recent Macroeconomics Analysis

soy-oilseeds feed-grains

China In-Country Analysis

Policy Developments Will China Ultimately Retaliate? Coming on the heels of President Trump’s announcement last week confirming that his administration would implement its proposed 25 percent tariff on $50 billion worth of exports from China, Beijing said it would respond in kind with tar...

feed-grains soy-oilseeds wheat

Market Commentary

The rout continues. Grains and soy complex futures prices fell again overnight, and they continued to drop throughout the day session. Interestingly, corn and wheat were relatively weaker than soybeans even though the latter have a much bigger stake in the U.S./China tariff situation. The likel...

soy-oilseeds wheat feed-grains

China In-Country Analysis

Policy Developments China Sets Stage for Sourcing New Feedstuffs When China’s central government closed out May with a public declaration in support of increased imports of U.S. agricultural products and simultaneously reduced tariffs on a variety of processed food products, the announcem...

Protectionist in Chief?

Calling their bluff, President Donald Trump challenged his G7 partners to a trade agreement amongst the industrialist elite that would result in “no tariffs, no barriers ... and no subsidies.” It would be a difficult policy reach for relatively free trading Australia, let alone any...

soy-oilseeds feed-grains

China In-Country Analysis

Policy Trends China Announces Tariff Reductions on Imported Consumer Goods On 31 May, China’s State Council announced a new round of tariff reductions on imported consumer goods that will take effect on 1 July. This follows the 19 May posting of an official news article on the council&rsq...

feed-grains soy-oilseeds

Mercosur Regional Analysis

Export Taxes Argentina’s difficult economic situation forced the Argentine peso to devaluate from 21 to 25.5 pesos/dollar in May. The Argentine government announced a negotiation with the IMF for a loan of $30 billion dollars to stabilize the Argentine peso. The IMF should require the gov...

feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Corn and Soymeal Exports Could Keep Prices High Indian corn is competitive and finding markets in Vietnam and Bangladesh. Vietnam continues to import Indian corn in containers at $220-225/MT delivered. This price is compared to U.S. and South American corn at $230/MT delivered. Bangladesh impor...

feed-grains soy-oilseeds wheat

Market Commentary

Today’s news was dominated by trade matters that potentially could be important for grain and soy markets. President Trump declared that beginning tomorrow (Friday), he would impose tariffs on steel (25 percent) and aluminum (10 percent) imports from Mexico, Canada and the EU that were ea...

equities

Refining the Volcker Rule

If there is a common thread tying together the vast jungle of complex banking regulations that emerged from the 2010 Dodd-Frank financial market reform legislation, it is that large and small banks complain about the costs and inefficiencies forced on them by compliance requirements, and that p...

Fed’s Next Move

The Federal Reserve’s Federal Open Market Committee (FOMC) will be meeting again in June, and the markets are expecting a federal fund rate hike to 2 percent. The only real surprise would be if the increase was more than 25 basis points. When the rate was raised in March to the current 1...

soy-oilseeds feed-grains biofuel

China In-Country Analysis

Macroeconomic Trends Just a War of Words? USDA’s March figures for U.S. agricultural exports to China, detailed in its 6 May data release, reflect a much different story than the heated trade war rhetoric would suggest. Those exports, excluding forest products, ethanol, biodiesel, distill...

Future of Interest Rates

The Federal Open Market Committee (FOMC) met on 1-2 May and decided to leave interest rates unchanged. The June meeting, however, will likely be another story as it is expected to increase the federal funds rate 25 basis points, which is currently at 1.75 percent after being raised in March. Gi...

soy-oilseeds feed-grains

China In-Country Analysis

Policy Developments Will China Ultimately Retaliate? Coming on the heels of President Trump’s announcement last week confirming that his administration would implement its proposed 25 percent tariff on $50 billion worth of exports from China, Beijing said it would respond in kind with tar...

feed-grains soy-oilseeds wheat

Market Commentary

The rout continues. Grains and soy complex futures prices fell again overnight, and they continued to drop throughout the day session. Interestingly, corn and wheat were relatively weaker than soybeans even though the latter have a much bigger stake in the U.S./China tariff situation. The likel...

soy-oilseeds wheat feed-grains

China In-Country Analysis

Policy Developments China Sets Stage for Sourcing New Feedstuffs When China’s central government closed out May with a public declaration in support of increased imports of U.S. agricultural products and simultaneously reduced tariffs on a variety of processed food products, the announcem...

Protectionist in Chief?

Calling their bluff, President Donald Trump challenged his G7 partners to a trade agreement amongst the industrialist elite that would result in “no tariffs, no barriers ... and no subsidies.” It would be a difficult policy reach for relatively free trading Australia, let alone any...

soy-oilseeds feed-grains

China In-Country Analysis

Policy Trends China Announces Tariff Reductions on Imported Consumer Goods On 31 May, China’s State Council announced a new round of tariff reductions on imported consumer goods that will take effect on 1 July. This follows the 19 May posting of an official news article on the council&rsq...

feed-grains soy-oilseeds

Mercosur Regional Analysis

Export Taxes Argentina’s difficult economic situation forced the Argentine peso to devaluate from 21 to 25.5 pesos/dollar in May. The Argentine government announced a negotiation with the IMF for a loan of $30 billion dollars to stabilize the Argentine peso. The IMF should require the gov...

feed-grains soy-oilseeds

Indian Subcontinent Regional Analysis

Corn and Soymeal Exports Could Keep Prices High Indian corn is competitive and finding markets in Vietnam and Bangladesh. Vietnam continues to import Indian corn in containers at $220-225/MT delivered. This price is compared to U.S. and South American corn at $230/MT delivered. Bangladesh impor...

feed-grains soy-oilseeds wheat

Market Commentary

Today’s news was dominated by trade matters that potentially could be important for grain and soy markets. President Trump declared that beginning tomorrow (Friday), he would impose tariffs on steel (25 percent) and aluminum (10 percent) imports from Mexico, Canada and the EU that were ea...

equities

Refining the Volcker Rule

If there is a common thread tying together the vast jungle of complex banking regulations that emerged from the 2010 Dodd-Frank financial market reform legislation, it is that large and small banks complain about the costs and inefficiencies forced on them by compliance requirements, and that p...

Fed’s Next Move

The Federal Reserve’s Federal Open Market Committee (FOMC) will be meeting again in June, and the markets are expecting a federal fund rate hike to 2 percent. The only real surprise would be if the increase was more than 25 basis points. When the rate was raised in March to the current 1...

soy-oilseeds feed-grains biofuel

China In-Country Analysis

Macroeconomic Trends Just a War of Words? USDA’s March figures for U.S. agricultural exports to China, detailed in its 6 May data release, reflect a much different story than the heated trade war rhetoric would suggest. Those exports, excluding forest products, ethanol, biodiesel, distill...

Future of Interest Rates

The Federal Open Market Committee (FOMC) met on 1-2 May and decided to leave interest rates unchanged. The June meeting, however, will likely be another story as it is expected to increase the federal funds rate 25 basis points, which is currently at 1.75 percent after being raised in March. Gi...

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