Below you'll find a list of all posts that have been categorized as “Grains”
A couple observations. The markets rally, participants get bullish. The market breaks, participants get bearish. The crowd is usually wrong. The articles I am reading all want a bull story in beans. This in my opinion makes little sense. Now, that doesn’t mean we won’t rally. The funds are short and if they cover we will head higher. The question I …
Lets start with the dollar. $ There exists today a global battle for currency supremacy. The US has for a very long time controlled pricing, controlled deals, and actually has their hand in much global trade due to the fact all commodities are priced in US currency. Today as some of these countries gain more power they question why they should …
The Soy was trudging along higher today based on weather outlook. The new crop bean, November, have reached my target range 10.10 to 10.20. The latter not reached today. The meal was the early strength of the products. The concern there is with a 52 million mmt crop in Argentina the crush will suffer and the meal exports will suffer. …
There may be a significant shift going on with respect to the CORN BEAN relationship. Looking at Corn first, I indicated yesterday we may be putting a low in the market at present. The reasons are compelling and just being realized. The Southern hemisphere between Brazil and Argentina are experiencing crop losses. To the approximate tune of 11 million tons …
SOY The Soy Complex has been supported by the weather in Argentine. A continued call for mostly dry conditions over the next couple weeks has the market concerned. a couple releases of late. Private company Informa announced their estimates for bean acres at 91.2 mln , this is one million more than last year. they look for a 2018/19 carryover at …
For the complete Report, CLICK HERE. For those interested in grains and livestock, Walsh Trading hosts a FREE weekly Grain and Livestock webinar. This webinar is hosted by Sean Lusk, Director and Ben DiCostanzo, Senior Technical Analyst with Walsh Commercial Hedging Services. Sean and Ben look at where the markets currently are and more importantly what hedgers and investors should …
For the complete Report, CLICK HERE. For those interested in grains and livestock, Walsh Trading hosts a FREE weekly Grain and Livestock webinar. This webinar is hosted by Sean Lusk, Director and Ben DiCostanzo, Senior Technical Analyst with Walsh Commercial Hedging Services. Sean and Ben look at where the markets currently are and more importantly what hedgers and investors should …
I must admit I am perplexed by the markets. Perhaps there are new days that dawn in markets. ( I don’t believe this) I believe in the theory of reflexivity. The origin of this theory is perhaps George Soros. No political interest here please. A genius investor, there has been no doubt. Markets tend to move in a direction, Macro, …
This Rally in beans is driven by hope. Hope that the south American crops will dwindle. The reality the net is larger than we started the crop year. Also, this rally is driven by money flow. The funds really want a bean rally. They are pushing the envelope of what the fundamentalist may find appropriate. None the less, we are …
Soy Complex Outright beans and meal showed some impressive gains in that they bounced from overnight and morning selling to finish the day positive. It looks to me that old crop/new crop bean and meal spreads have found some buying interest in the near term. Part of it stems from the funds holding sizable shorts in outright beans while a …