Macro markets melted down again on Monday as rising interest rates and inflation cause a sustained effort to reprice assets and their relative risk. Its important to note that there was not substantially bearish news for major ag commodities over the weekend, but it’s hard for ag markets to swim against the broader financial market currents on days like today. Indeed, the weekend’s hot, dry weather in the U.S. southern Plains and increasing drought and heat in western Europe should have been fundamentally supportive, as should Brazil’s drought and the massive heatwave affecting India. Still, it was a “risk off” day at the CBOT and funds were net sellers in the soy complex and corn and eventually decided to dump...
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What You Need to Know Today: The corn and soybean markets closed slightly higher in low-volume trade. The wheat market was mixed, with HRW continuing its downward trek on improved moisture. As expected, the bearish cattle on feed report drove down cattle prices and pulled hogs down with it. Mi...
Monday, 25 May is a U.S. holiday, and both the markets and our office will be closed. Please note that the next issue of Ag Perspectives will be published on Tuesday, 26 May. The WPI staff wishes everyone a safe and enjoyable holiday weekend...
USDA’s monthly cattle on feed report was released today. The total number of cattle on feed in feedlots with 1,000 head or more capacity amounted to 11.6 million head, 102 percent of last year. Source: USDA, WPI Placements were up, but part of that is attributable to persistent drought c...