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 …
Soybean opportunities
The USDA report on Friday will be important. The acceptance of a very large domestic and global carry may come to the forefront. The market participants are looking high and low for a bull story in beans. The weather in SA may be dry. Well, some areas, the reality is the private analysts are 2-6 million tons larger in Brazil …
Grain Spreads
Soy Complex Calendar spreads in both corn and soy continue to trade sideways as old crop versus new crop spreads haven’t offered much in the way of longer term opportunity. The July/Nov 18 Soybean spread continues to trade at a slight inversion but with recent blips up to 10 cents over have been met with selling. This tells me the …
Large Ag moves. Where are they next ?
There exists the potential for a couple large scale opportunities in the near to medium term in my opinion. As always quantify the risk one is willing to take. The oilshare is one longer term large scale opportunity that can unfold. With the global market awash in soy, and with crush margins at lofty levels, the incentive to crush is …
South America Grain Weather Issues from WxRisk.com
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 …
US Grain Weather Issues from WxRisk.com
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 …
Ag Outlook
The soy closed higher today. The market has had a reasonable break through December. Perhaps we will bounce a bit into the next usda report. The reality is there are a lot of beans available in the world. The weather overall in SA has been reasonable with a few areas that are a bit stressed. Most private analysts are expecting …
Metals- continue blast up, off olive buys, now diamond pattern up.
US dollar- showing its true colors folks. The FED wants inflation? It’s a coming in my opinion and the dollars that will be sloshing around may get untenable but that exciting part is in future. 92.61 is a TL and everyone is bullish. Call me 100 lower when panic and chaos algos start to develop. See prev $ chart. LUMBER …
Full South America Weather Update from WxRisk.com
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 …
Soy
The soy is rallying based on theoretical dryness in South America. It is a opportunity to end the year in my opinion. This rally is based on hope and fund buying to even up a bit here. The fundamentals are ever growing more bearish. The global stocks are approaching 100 million tons. That’s right 100 million tons. The private SA …