World Perspectives
feed-grains soy-oilseeds wheat

Market Commentary: Reversal Stays Intact as Harvest Nears Final Stages

It was another day of mostly higher markets as the reversal continued its strength particularly in soybeans and soymeal. While the redirection has been less overall price significant in corn, it was the seventh session higher in the past eight. Soybeans have closed higher in six of the past seven sessions.  There continues to be little fundamental news driving the market, but there is some anticipation. When USDA returns to crop reporting, lower corn yields are expected. Although it doesn’t offset the loss of the huge China market, U.S. soybean exports to other markets are up 45 percent this year. The next several weeks will involve a South American soybean supply gap and the market expects the U.S. will fill some of it based on...

Related Articles
feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.28/bushel, up $0.05 from yesterday's close.  Dec 25 Wheat closed at $5.13/bushel, up $0.0925 from yesterday's close.  Nov 25 Soybeans closed at $10.4475/bushel, up $0.1 from yesterday's close.  Dec 25 Soymeal closed at $292.3/short ton, up $2.3 from yeste...

livestock

Livestock Roundup: Cattle on Feed Analysts’ Guesses

USDA’s monthly Cattle on Feed report would normally be released tomorrow. It is suspended however due to the government shutdown. The question is whether the report will be published. What we have is history to look back on. During previous shutdowns in 2013 the report was published at th...

feed-grains soy-oilseeds wheat

What Are Funds Doing Now? Forecasting the Missing CFTC Data

One of the key data points the ag (and broader) commodity markets are used to getting from the now-shuttered federal government is the weekly CFTC report, which shows how funds and commercials are positioned in the markets. The data is highly useful for myriad applications, and the current lack...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 25 Corn closed at $4.28/bushel, up $0.05 from yesterday's close.  Dec 25 Wheat closed at $5.13/bushel, up $0.0925 from yesterday's close.  Nov 25 Soybeans closed at $10.4475/bushel, up $0.1 from yesterday's close.  Dec 25 Soymeal closed at $292.3/short ton, up $2.3 from yeste...

livestock

Livestock Roundup: Cattle on Feed Analysts’ Guesses

USDA’s monthly Cattle on Feed report would normally be released tomorrow. It is suspended however due to the government shutdown. The question is whether the report will be published. What we have is history to look back on. During previous shutdowns in 2013 the report was published at th...

feed-grains soy-oilseeds wheat

What Are Funds Doing Now? Forecasting the Missing CFTC Data

One of the key data points the ag (and broader) commodity markets are used to getting from the now-shuttered federal government is the weekly CFTC report, which shows how funds and commercials are positioned in the markets. The data is highly useful for myriad applications, and the current lack...

feed-grains soy-oilseeds wheat

Market Commentary: Playing Chess and Chicken; Trump Post Triggers Cattle Crash

U.S.-China relations continue to dominate headlines with a midday report from Reuters indicating that the Trump administration is looking to curb an array of software powered exports to China. The products could include items from laptops to jet engines, and the administration is considering ma...

Image
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.

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up