The CBOT turned mostly lower on Tuesday as the excitement from the bullish WASDE faded. Traders now see the corn and soybean yield and production cuts as f...
Articles
Produce Price Inflation Mixed Signals
Producer price inflation (PPI) ended 2024 up 0.2 percent in December. That is a modest gain and was below pre-report expectations. Nonetheless, the PPI was...
Summary of Futures
Mar 25 Corn closed at $4.745/bushel, down $0.02 from yesterday's close. Mar 25 Wheat closed at $5.4625/bushel, up $0.0125 from yesterday's close. ...
Tariff Adjustment/Musk; Cynical Biden Trade Goals; Biofuel Proposal Disappoints
Tariff Adjustment/MuskRecognizing the inflation threat of sudden and large import tariffs, Donald Trump’s economic team: Scott Bessent (Treasury), Kevin Ha...
Impacts on U.S. Ethanol Trade
Brazil is the second largest producer and use of ethanol after the U.S. The U.S. has an import tariff on ethanol of 2.5 percent ad valorem and has asked Br...
Middle East, Mediterranean and Africa Regional Analysis
MEDITERRANEAN/MIDDLE EAST/NORTH AFRICA/AFRICA – MEA REGIONSyria has been added to Ukraine’s list of countries eligible for assistance under the “Grain from...
Livestock Industry Margins
Livestock industry margins were broadly higher last week with the one exception being placement margins for feedlots and closeout margins for farrow-to-fin...
CFTC COT Report Analysis
There were really no surprises in this week’s CFTC report, which was delayed one day due to the national day of mourning for President Carter, as funds’ ac...
Market Commentary: CBOT Trying to Find New Ranges
The CBOT saw more bullish influences on Monday from Friday’s WASDE report in which USDA slashed the 2024 U.S. corn and soybean yields. After considering th...
Coming Nominations Hearings
President-elect Trump’s inauguration is in one week. In the meantime, the Senate will soon start confirmation hearings on several of his cabinet nominees...
Greedflation’s Weaknesses; UPF Attack
Greedflation’s WeaknessesThe U.S. government is suing apartment owners for using RealPage software algorithms for setting rents. The grocery industry may b...
Noise as China Faces 2025
Trade WarPost the November U.S. election, the focus has been on preparing for an inevitable trade war with the U.S. China has increased government reserve...