World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Market Gets a Bounce Ahead of Long Weekend

Commodity markets retraced some of the losses from Thursday, ending higher on Friday but not necessarily for the week. Corn is on a roll, nearing heights not seen in more than a year, but even cattle lost some of their bullish glow this week.  01172025MC_weeklychange.png 22.13 KBA key vector has been weather in South America, and that has not changed. Doubts about whether Argentina will receive salvation-level rains are increasing. Now added as a wildcard is the inauguration of Donald Trump as U.S. president on Monday. While he and Chinese President Xi Jinping reportedly spoke today, no one is expecting a smooth ride ahead. Theoretically, he could get China to recommit to the agriculture purchases agreed to in 2020, but there will like...

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Show us the Beef; Cost of Living (crisis); State Excesses

Show us the Beef The last American president with a knowledge of agriculture was Jimmy Carter back in the 1970’s. The largest problem policymakers have is squaring the competing concerns of consumers and producers. The latest example is beef. President Trump is increasing beef imports to...

feed-grains soy-oilseeds wheat

European Market Analysis

Milling Wheat  European wheat markets remain under pressure amid heavy global supplies and as aggressive Black Sea and Argentine offers cap any rallies. Too, the firmer euro has further eroded EU export competitiveness just as FOB offers from Argentina near $209–211/MT for 11.5 perce...

feed-grains soy-oilseeds wheat

Daily Estimate of Managed Money Positioning in Ag Futures

Amid the ongoing delays in releasing the backlogged CFTC data, WPI presents the following estimates of managed money traders’ positioning in key agricultural futures markets. WPI’s estimates are based on econometric and signal processing methods that use futures price, volume, and o...

Show us the Beef; Cost of Living (crisis); State Excesses

Show us the Beef The last American president with a knowledge of agriculture was Jimmy Carter back in the 1970’s. The largest problem policymakers have is squaring the competing concerns of consumers and producers. The latest example is beef. President Trump is increasing beef imports to...

feed-grains soy-oilseeds wheat

European Market Analysis

Milling Wheat  European wheat markets remain under pressure amid heavy global supplies and as aggressive Black Sea and Argentine offers cap any rallies. Too, the firmer euro has further eroded EU export competitiveness just as FOB offers from Argentina near $209–211/MT for 11.5 perce...

feed-grains soy-oilseeds wheat

Daily Estimate of Managed Money Positioning in Ag Futures

Amid the ongoing delays in releasing the backlogged CFTC data, WPI presents the following estimates of managed money traders’ positioning in key agricultural futures markets. WPI’s estimates are based on econometric and signal processing methods that use futures price, volume, and o...

soy-oilseeds

WASDE Soybeans - Nov 2025

USDA’s November 2025 estimate is for U.S. soybean ending stocks to decrease 10 million bushels to 290. The projected U.S. season-average soybean price received by farmers is increased 50 cents to $10.50 per bushel. The global ending stocks of soybeans is reduced 2.0 million tons to 122.0...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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