Weather

South American Grain Weather from WxRisk.com

walshtradingGeneral Commentary, Grains, Weather

For the complete South America Grain Weather Report, CLICK HERE. SUMMARY: LA NINA still kicking … Bias towards rains underperforming in ARG and east central Brazil MJO still moderate as it goes into Phase 8. Again this sets up bias for Below Normal rains over ARG, Above Normal for Brazil especially east central Brazil. MJO 8 tends to counter impacts of …

Weather

US HRWW Grain Weather Issues from WxRisk.com

walshtradingGeneral Commentary, Grains, Weather

For the complete US HRWW Grain Weather Issues Report, CLICK HERE. SUMMARY: LA NINA still kicking … Bias towards BELOW NORMAL (BN) Rains Plains/ WCB Jet stream pattern of shallow trough over North Rockies/Upper Plains/Great Lakes favor BN temps there / some BUT also favors Wet pattern for Delta, Deep South and lower WCB NO threat of any Arctic Air …

Ag

John WalshGrains

Not much to say. This is way out of line so take advantage of it. The soy complex rallying. Funny !!!! We have more beans in the world than ever before. We have more oilseeds in the world than ever before. What moves the markets now means 0000. Correct zero. usually don’t do this. And really don’t have a dog …

Ag Potentially large changes on horizon

John WalshGrains

The markets witnessed pressure all day despite the continual news about potential dry weather in Argentina. It is my opinion we are on some major changes in the Ag markets. looking at some of todays developments. The Chinese today put a halt to Sorghum purchases. This could delay up to 1 billion in purchase orders,shipments. Many speculative reasons. Perhaps the …

Weather

US Grain Weather from WxRisk.com

walshtradingGeneral Commentary, Grains, Weather

For the complete South America Grain Weather 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 …

Weather

South America Grain Weather from WxRisk.com

walshtradingGeneral Commentary, Grains, Weather

For the complete South America Grain Weather 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 …

waiting on a trend Ag

John WalshGrains

The Soy under pressure again today. The weather was the driver. looking at next week. The USDA report will be awaited. Look for growing domestic carryover. This confirms a lackluster export lineup. The talk is the Brazilian crop is much,much bigger than the USDA has plugged in. If confirmed global numbers regardless of Argentina surpass 100 million mt. Unprecedented. The …

Ag Overall- Be Ready

John WalshGrains

As I have mentioned. It is my belief the dollar has a major impact on what we are witnessing in terms of price. The recent break (dollar) has everyone bulled up commodities. Lets look at this for a minute. In 2008 the dollar was at 70.  We rallied to 104 last year. Now we are correcting a bit. In 2001 the dollar …

time to engage Ag Thoughts

John WalshGrains

It is time to pay close attention to the Ags. The south American weather is giving a opportunity to producers that may not exist. Beans are getting a ride on Corns coattails here. Bizarre to me the Corn has not moved that much. The weather down south has had a impact on the corn production. In contrast the Brazilian bean crop …