Below you'll find a list of all posts that have been categorized as “Grains”
For the complete South America Grain Weather Report, CLICK HERE. Summary: There really is not much to change in the forecasts until you get into the 11 to 15 day. The the MJO models yesterday and on Monday began to show a change in that the very strong impulse was going to weaken rapidly once it reached phase 8 and …
The Soy complex continues to work higher. The November contract traded as high as 1017 today. The target I have spoken of is 1015-1020. We have yet to reach the 1020 on this recent rally. Tomorrow may be the day. Anyway, I have said it is time to use this rally to make sales for new crop beans. It is possible …
For the complete South America Grain Weather Report, CLICK HERE. Summary: Argentina – The Models over the weekend and this Monday morning have NOT changed at all. The lack of ANY rain over 0.50″/ 12mm over any portion of Argentina over the next 10 days is really quite remarkable. The 11-15 day operational or regular GFS model does bring some …
For the complete US HRWW Grain Weather Issues Report, CLICK HERE. Summary: Drought conditions over most of Plains/Delta worsening weekly. Midwest is in good shape, but Missouri is not. Recent and next 30 day rainfall and temps are presented along with an overview of La Nina. For those interested in grains and livestock, Walsh Trading hosts a FREE weekly Grain …
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 …