The older you get, the shorter your Christmas list gets. And so it is with me. The list not only becomes shorter but also simpler. And so it is with my market Christmas list.
I would like a few weeks or months of low volatility. I am really tired of the fund-induced volatility that can bring us 10 percent or more of price changes in a just a few days that are often not related to fundamentals in any way, shape or form. This extreme volatility has chopped up many market participants, including funds, small and large speculators, and end-users. I would like to see trading hours reduced. Volume through much of the current 21-hour session is insignificant. Not everyone needs instant market gratification! I would like to see a few states...
What You Need to Know Today: U.S. weather is getting more attention this week as conditions vary greatly across the western, central, and eastern corn belts, with the different regions battling dryness and too much rain simultaneously. The ProFarmer Crop Tour began today in Indiana and Nebrask...
Unlike the 2022 fertilizer shock, today’s disruption is rooted less in rerouted trade flows and more in damaged production capacity, raw material constraints and uncertain recovery timelines. That makes this a longer-duration risk for U.S. agricultural producers and retailers who must sec...
