World Perspectives

Technical Perspectives Analysis

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feed-grains

PM Post - Meal Drags

THE OPEN Nov beans:  5 higher Dec meal:  .50 lower Dec soyoil:  35 higher Dec corn:  1 higher Dec wheat:  1 higher The markets opened as called with further strength as traders lifted shorts in beans on the back of a continuing strong soyoil performance.  Grains we...

feed-grains

Technical Views - The Upshot

SPREADS Dec crush trades to 1.36c/bu while oilshare trades to new highs at 49.47%.  Bean spreads are weaker as November contracts continue to roll forward.  Nov/Jan bean carry trades from 11c to 11 1/2c, while Nov 21/22 trades from 1 3/4c to 6 3/4c carry.  Nov/March bean spread t...

feed-grains

AM Outlook - Demand Day

GOOD MORNING, Prices were higher at the start of the PM session with beans and soyoil in the lead to the upside.  Global vegoil prices remain lock-step in the plus column as energies work to new highs.  Canola prices are once again sharply higher on poor Canadian weather. Matif/Canada...

feed-grains

PM Post - Buy Wheat, Sell Corn

THE OPEN November beans:  3 lower December meal:  1.30 lower December soyoil: 25 higher December corn: 2 lower December wheat:  3 lower The markets were called to open higher but funds came out as sellers.  Funds continue to adjust positions heading into the October 12 WASDE...

feed-grains

AM Outlook - Trends Intact

GOOD MORNING, Prices opened close to home, higher for soy with some light profit-taking in wheat.  All markets are higher heading into the close led by wheat.  Minneapolis wheat trades into contract highs, and oats have traded into all-time record highs.   Matif wheat made n...

feed-grains

PM Post - Eyeing Next WASDE

THE OPEN November beans:  1 higher December meal:  .30 higher December soyoil:  50 pts higher December corn:  3 higher December wheat:  6 higher The markets opened as expected but found selling and a choppy trade.  Energies found profit-taking which impacted soyoil...

feed-grains

Technical Views - Rebound Higher

SPREADS Dec crush trades to 1.34c/bu, new highs, while oilshare trades 48.80%.  Dec/March corn trades from 8c to 8 1/2c carry while the Dec 21/22 inverse trades from 7 1/2c to 5c.   Dec/March wheat trades from 12 1/2c to new lows of 13c.  Dec wheat/corn trades from 2.12c dow...

feed-grains

AM Outlook - Congestive, Constructive, Bearish, Friendly

GOOD MORNING, Prices opened fairly close to home with wheat again the firm trade out, and all else mixed to slightly lower.  During the PM session, prices firmed around the board led by soyoil.   Egypt is in for wheat, and we will see what origin they purchase.  Meal is tryi...

feed-grains

PM Post - Soyoil Drives; Grains Relax

THE OPEN November beans:  1/4 higher Deceme meal:  2.00 lower December soyoil:  72 higher December corn:  3 1/2 lower December wheat:  6 1/2 lower It was a bit of turn-around Tuesday as bean prices put in a reversal trade from the lows.   Of note was an adjust...

feed-grains

AM Outlook - Macro Pressures

GOOD MORNING, Prices are mixed this morning, lower for everything but soyoil.  Soyoil futures followed a strong performance by palm, which jumped to new contract highs, and firmer crude oil which trades closer to the $80/barrel mark.  Oilshare is soaring, as Egypt comes to tender for...

feed-grains

Technical Views - Sliding

SPREADS Dec crush trades higher to 1.28c/bu while oilshare firms up to 47.54%.  Dec/March corn trades out to 9c from 8 1/2c.  Dec 21/22 inverse trades down to 5 1/4C from 7 3/4c.  Dec/March wheat widens out to 12c from 11 3/4c.  Dec wheat/corn trades from 2.18 1/2c to 2.08 3...

feed-grains

PM Post - Good Inspections

THE OPEN November beans:  7 lower December meal: 1.40 lower December soyoil:  15 higher December corn:  3/4 lower December wheat:  6 higher The markets opened with new highs in wheat helping corn to stabilize, with soyoil futures firmer than expected.  Oilshare returns...

feed-grains

Technical Views - Mostly Sideways

SPREADS Dec crush trades to 1.22c/bu while oilshare trades at 47.24%.   Dec/March corn trades 8 1/4c to 8 1/2c, Dec 21/22 inverse trades down to 6c from 9 1/4c.  Nov/Jan bean carry trades from 9 3/4c to 10 1/4c while the Nov 21/22 inverse falls to 2 3/4c from 7 3/4c.  Nov/Ma...

feed-grains

AM Outlook - Grains Over Beans

GOOD MORNING, Prices started the PM session lower with corn prices slowly recovering led by wheat.    Harvest proceeds forward as trading volumes are light.  China is on holiday this week for Golden Week, which will add to fund control.  Egypt announced an October 5 deadline...

feed-grains

PM Post - Buy Grains/Sell Soy

THE OPEN November beans: 2 lower December meal:  1.60 higher December soyoil: 12 lower December corn:  6 higher December wheat:  12 higher The markets opened as called with corn prices rebounding along with strong wheat.  Buy grains/sell soy and a small adjustment in oilshar...

feed-grains

Technical Views - Post-Report Adjustments

SPREADS Dec crush trades higher to 1.11c/bu, which will incentivize crushers to do all they can.  Oilshare trades higher to 47.0%.  Dec/March corn trades from 7 1/4c to 8 1/4c while Dec 21/22 trades from 13 1/4c down to 11 1/4c.  Nov/Jan bean carry trades from 9 1/2c to 10c. Nov...

feed-grains

AM Outlook - Two Potential Plays

GOOD MORNING, Prices for the soy complex are mixed, with beans lower, products trading both sides.   Oilshare is seeing some profit-taking on the back of lower palm and crude.   Grains are mixed with wheat higher to begin the session, but all turn positive by the end of the...

feed-grains

PM Post - Post-Report Adjustments

THE OPEN Nov beans:  4 higher Dec meal:  1.60 lower Dec soyoil:  90 higher Dec corn:  4 higher Dec wheat: 9 higher The markets opened as called but once again put in a good rally as this is month's end/quarter, first notice day for October, and position-squaring in front of...

feed-grains

Technical Views - Mostly Firm

SPREADS Dec crush trades higher to 1.03c/bu while oilshare trades firmer as well to 46.20%.  Dec/March corn trades from 7 3/4c carry to 8c.  Dec 21/22 corn inverse trades from 21c to 18 1/4c.  Dec/March wheat trades from 12c to 12 1/4c, new lows.   Dec wheat/corn trades...

feed-grains

AM Outlook - Bears are Watching

GOOD MORNING, The markets continue to put on good rallies.  Features overnight include higher oilshare and soyoil strength, (on the back of strong palm prices), which helped beans to trade firm.  There could be end-of-month short-covering in beans, as well as buying at perceived marke...

feed-grains

PM Post - Up Leveling

THE OPEN Nov beans:  2 higher  Dec meal:  .20 higher Dec soyoil:  32 higher Dec corn:  3 higher Dec wheat:  7 higher The markets opened as called with the soy complex trending weaker after the open as grains stood its ground.  The lack of business announcement...

feed-grains

Technical Views - Leveling Up

SPREADS Dec crush trades 1.03c/bu while oilshare is steady at 45.78%.  Dec/March corn trades out to 8 1/4c from 7 3/4c while the Dec 21/22 inverse falls further to 15 1/2c from 19 1/4c.   Dec/March wheat trades from 11 1/2c to 12 1/2c.  Dec wheat/corn trades from 1.73 1/2c t...

feed-grains

AM Outlook - "V" is for Volatility

GOOD MORNING,  Prices were mixed overnight but gradually turned higher led by wheat, as traders seem more pre-occupied by what is going on in outside markets such as energies and stocks than Ags.  Funds hold a slight short in wheat but could be switching to long into the report tomorr...

feed-grains

PM Post - Macros Prompt Fund Selling

THE OPEN Nov beans:  5 3/4 lower Dec meal:  1.40 lower Dec soyoil:  15 lower Dec corn: 1/2 lower Dec wheat:  1 higher The markets opened as expected but the soy complex found new selling after the open which drove beans lower and grains off the new highs traded.  Storie...

feed-grains

Technical Views - Weight of the Soy Complex

SPREADS Dec crush trades up to 1.00c/bu while oilshare trades to 45.98%.  Spreads trade from 7 1/2c to 7 3/4c for Dec/March, while Dec 21/22 inverse trades from a low of 19 3/4c to 22 1/2c.  Dec /March wheat widens out to 12c from 11 1/2c.  Dec wheat/corn trades down to 1.79 1/2c...

feed-grains

AM Outlook - Oil is the Big Kahuna

GOOD MORNING, The markets have put in a good rally as we head into the Sep. 1 Quarterly Stocks report.   Corn rallied on any number of items, including rumors of possible Chinese inquiries, higher energies, unwinding of previous buy wheat/sell corn trade, and better stochastics that e...

feed-grains

PM Post - Outside Money Boost

THE OPEN Nov beans:  2 higher Dec meal:  2.00 higher Dec soyoil:  50 lower Dec corn:  1/2 lower Dec wheat:  1 lower The markets opened as called but corn prices turned higher as new money flows seemed to head into commodities on the back of comments from Goldman Sachs,...

feed-grains

Technical Views - Sideways Range-bound

SPREADS Dec crush trades to 93.70c/bu while oilshare trades to 45.51%.  Spreads are firmer with Dec/March corn trading from 7 1/2c to 7 3/4c, while Dec 21/22 inverse trades from 21 3/4c to 20 3/4c.  Dec/March wheat carry is slightly wider trading from 11c to 11 1/4c.  Dec wheat/c...

feed-grains

AM Outlook - Bearish Tone

GOOD MORNING, Prices opened on a mixed note overnight, higher beans and wheat, lower corn.  Weather is wide open for harvest.  Soyoil futures opened lower vs. meal, and the EPA did not publish any biofuel mandate guidance as rumored last Friday.   Beans continue to have a bi...

feed-grains

PM Post - Risk-off, Profit-taking, Position-leveling

THE OPEN Nov beans: 3 lower Dec meal:  .20 lower Dec soyoil:  5 lower Dec corn: 1 lower Dec wheat: 1/2 lower The markets opened lower on a cautious air as headlines from China to the EPA can hit anytime and send prices in the opposite direction.  Traders are watching outside mark...

feed-grains

Technical Views - Round We Go

SPREADS Dec crush trades up to 91.20c/bu while oilshare trades higher to 45.55%.   Dec/March trades from 7 1/2c to 8c, while Dec 21/22 trades from 24c inverse to 21 3/4.   Dec wheat/corn trades from 1.92c to 1.87 3/4c.  Dec /March wheat trades from 10 1/2c to 11c. ...

feed-grains

Am Outlook - Notable Stories

GOOD MORNING, Prices were mixed in the evening, higher for beans and soyoil with corn struggling and all turning in the red by the AM hour.  Soyoil prices are proceeding with caution as some expect an EPA story about biofuels.  The rumors are that the EPA may finally release two years...

feed-grains

PM Post - As Called

THE OPEN Nov beans:  2 higher Dec meal: 1.10 lower Dec soyoil:  40 higher Dec corn: 2 lower Dec wheat:   4 higher The markets opened as called with prices continuing to wobble at first, only to find some tech strength on the back of strong wheat.   A sale of corn w...

feed-grains

AM Outlooked - Mixed Day

GOOD MORNING, Prices are mixed with wheat and soyoil leading the way in strength.  The PM session featured more congestion trade as harvest rolls on and funds continue the process of positioning in front of the September 30 Quarterly Stocks report.  Helping to steady the markets were...

feed-grains

Technical Views - Corn/Soymeal Lower

SPREADS Dec oilshare trades to 45.20% while crush trades up to 89.85c.  Dec/March corn narrows into 7 1/4c from 7 1/2c.  Dec 21/22 trades from 24 1/2c inverse down to 22 3/4c.  Nov/Jan bean carry trades from 8 3/4c out to 9 1/2c, while the Nov 21/22 trades from 36 1/4c inverse do...

feed-grains

AM Outlook - Mixed

GOOD MORNING, Prices started the evening on a tentative note, but beans, wheat, and soyoil prices rallied into the morning hours taking corn along with it.  Oilshare has a bit of a comeback with a nice rally back to soyoil.  Higher palm, canola, and crude stabilizes the soyoil chart,...

feed-grains

PM Post - Meal Drags

THE OPEN Nov beans:  5 higher Dec meal:  .50 lower Dec soyoil:  35 higher Dec corn:  1 higher Dec wheat:  1 higher The markets opened as called with further strength as traders lifted shorts in beans on the back of a continuing strong soyoil performance.  Grains we...

feed-grains

Technical Views - The Upshot

SPREADS Dec crush trades to 1.36c/bu while oilshare trades to new highs at 49.47%.  Bean spreads are weaker as November contracts continue to roll forward.  Nov/Jan bean carry trades from 11c to 11 1/2c, while Nov 21/22 trades from 1 3/4c to 6 3/4c carry.  Nov/March bean spread t...

feed-grains

AM Outlook - Demand Day

GOOD MORNING, Prices were higher at the start of the PM session with beans and soyoil in the lead to the upside.  Global vegoil prices remain lock-step in the plus column as energies work to new highs.  Canola prices are once again sharply higher on poor Canadian weather. Matif/Canada...

feed-grains

PM Post - Buy Wheat, Sell Corn

THE OPEN November beans:  3 lower December meal:  1.30 lower December soyoil: 25 higher December corn: 2 lower December wheat:  3 lower The markets were called to open higher but funds came out as sellers.  Funds continue to adjust positions heading into the October 12 WASDE...

feed-grains

AM Outlook - Trends Intact

GOOD MORNING, Prices opened close to home, higher for soy with some light profit-taking in wheat.  All markets are higher heading into the close led by wheat.  Minneapolis wheat trades into contract highs, and oats have traded into all-time record highs.   Matif wheat made n...

feed-grains

PM Post - Eyeing Next WASDE

THE OPEN November beans:  1 higher December meal:  .30 higher December soyoil:  50 pts higher December corn:  3 higher December wheat:  6 higher The markets opened as expected but found selling and a choppy trade.  Energies found profit-taking which impacted soyoil...

feed-grains

Technical Views - Rebound Higher

SPREADS Dec crush trades to 1.34c/bu, new highs, while oilshare trades 48.80%.  Dec/March corn trades from 8c to 8 1/2c carry while the Dec 21/22 inverse trades from 7 1/2c to 5c.   Dec/March wheat trades from 12 1/2c to new lows of 13c.  Dec wheat/corn trades from 2.12c dow...

feed-grains

AM Outlook - Congestive, Constructive, Bearish, Friendly

GOOD MORNING, Prices opened fairly close to home with wheat again the firm trade out, and all else mixed to slightly lower.  During the PM session, prices firmed around the board led by soyoil.   Egypt is in for wheat, and we will see what origin they purchase.  Meal is tryi...

feed-grains

PM Post - Soyoil Drives; Grains Relax

THE OPEN November beans:  1/4 higher Deceme meal:  2.00 lower December soyoil:  72 higher December corn:  3 1/2 lower December wheat:  6 1/2 lower It was a bit of turn-around Tuesday as bean prices put in a reversal trade from the lows.   Of note was an adjust...

feed-grains

AM Outlook - Macro Pressures

GOOD MORNING, Prices are mixed this morning, lower for everything but soyoil.  Soyoil futures followed a strong performance by palm, which jumped to new contract highs, and firmer crude oil which trades closer to the $80/barrel mark.  Oilshare is soaring, as Egypt comes to tender for...

feed-grains

Technical Views - Sliding

SPREADS Dec crush trades higher to 1.28c/bu while oilshare firms up to 47.54%.  Dec/March corn trades out to 9c from 8 1/2c.  Dec 21/22 inverse trades down to 5 1/4C from 7 3/4c.  Dec/March wheat widens out to 12c from 11 3/4c.  Dec wheat/corn trades from 2.18 1/2c to 2.08 3...

feed-grains

PM Post - Good Inspections

THE OPEN November beans:  7 lower December meal: 1.40 lower December soyoil:  15 higher December corn:  3/4 lower December wheat:  6 higher The markets opened with new highs in wheat helping corn to stabilize, with soyoil futures firmer than expected.  Oilshare returns...

feed-grains

Technical Views - Mostly Sideways

SPREADS Dec crush trades to 1.22c/bu while oilshare trades at 47.24%.   Dec/March corn trades 8 1/4c to 8 1/2c, Dec 21/22 inverse trades down to 6c from 9 1/4c.  Nov/Jan bean carry trades from 9 3/4c to 10 1/4c while the Nov 21/22 inverse falls to 2 3/4c from 7 3/4c.  Nov/Ma...

feed-grains

AM Outlook - Grains Over Beans

GOOD MORNING, Prices started the PM session lower with corn prices slowly recovering led by wheat.    Harvest proceeds forward as trading volumes are light.  China is on holiday this week for Golden Week, which will add to fund control.  Egypt announced an October 5 deadline...

feed-grains

PM Post - Buy Grains/Sell Soy

THE OPEN November beans: 2 lower December meal:  1.60 higher December soyoil: 12 lower December corn:  6 higher December wheat:  12 higher The markets opened as called with corn prices rebounding along with strong wheat.  Buy grains/sell soy and a small adjustment in oilshar...

feed-grains

Technical Views - Post-Report Adjustments

SPREADS Dec crush trades higher to 1.11c/bu, which will incentivize crushers to do all they can.  Oilshare trades higher to 47.0%.  Dec/March corn trades from 7 1/4c to 8 1/4c while Dec 21/22 trades from 13 1/4c down to 11 1/4c.  Nov/Jan bean carry trades from 9 1/2c to 10c. Nov...

feed-grains

AM Outlook - Two Potential Plays

GOOD MORNING, Prices for the soy complex are mixed, with beans lower, products trading both sides.   Oilshare is seeing some profit-taking on the back of lower palm and crude.   Grains are mixed with wheat higher to begin the session, but all turn positive by the end of the...

feed-grains

PM Post - Post-Report Adjustments

THE OPEN Nov beans:  4 higher Dec meal:  1.60 lower Dec soyoil:  90 higher Dec corn:  4 higher Dec wheat: 9 higher The markets opened as called but once again put in a good rally as this is month's end/quarter, first notice day for October, and position-squaring in front of...

feed-grains

Technical Views - Mostly Firm

SPREADS Dec crush trades higher to 1.03c/bu while oilshare trades firmer as well to 46.20%.  Dec/March corn trades from 7 3/4c carry to 8c.  Dec 21/22 corn inverse trades from 21c to 18 1/4c.  Dec/March wheat trades from 12c to 12 1/4c, new lows.   Dec wheat/corn trades...

feed-grains

AM Outlook - Bears are Watching

GOOD MORNING, The markets continue to put on good rallies.  Features overnight include higher oilshare and soyoil strength, (on the back of strong palm prices), which helped beans to trade firm.  There could be end-of-month short-covering in beans, as well as buying at perceived marke...

feed-grains

PM Post - Up Leveling

THE OPEN Nov beans:  2 higher  Dec meal:  .20 higher Dec soyoil:  32 higher Dec corn:  3 higher Dec wheat:  7 higher The markets opened as called with the soy complex trending weaker after the open as grains stood its ground.  The lack of business announcement...

feed-grains

Technical Views - Leveling Up

SPREADS Dec crush trades 1.03c/bu while oilshare is steady at 45.78%.  Dec/March corn trades out to 8 1/4c from 7 3/4c while the Dec 21/22 inverse falls further to 15 1/2c from 19 1/4c.   Dec/March wheat trades from 11 1/2c to 12 1/2c.  Dec wheat/corn trades from 1.73 1/2c t...

feed-grains

AM Outlook - "V" is for Volatility

GOOD MORNING,  Prices were mixed overnight but gradually turned higher led by wheat, as traders seem more pre-occupied by what is going on in outside markets such as energies and stocks than Ags.  Funds hold a slight short in wheat but could be switching to long into the report tomorr...

feed-grains

PM Post - Macros Prompt Fund Selling

THE OPEN Nov beans:  5 3/4 lower Dec meal:  1.40 lower Dec soyoil:  15 lower Dec corn: 1/2 lower Dec wheat:  1 higher The markets opened as expected but the soy complex found new selling after the open which drove beans lower and grains off the new highs traded.  Storie...

feed-grains

Technical Views - Weight of the Soy Complex

SPREADS Dec crush trades up to 1.00c/bu while oilshare trades to 45.98%.  Spreads trade from 7 1/2c to 7 3/4c for Dec/March, while Dec 21/22 inverse trades from a low of 19 3/4c to 22 1/2c.  Dec /March wheat widens out to 12c from 11 1/2c.  Dec wheat/corn trades down to 1.79 1/2c...

feed-grains

AM Outlook - Oil is the Big Kahuna

GOOD MORNING, The markets have put in a good rally as we head into the Sep. 1 Quarterly Stocks report.   Corn rallied on any number of items, including rumors of possible Chinese inquiries, higher energies, unwinding of previous buy wheat/sell corn trade, and better stochastics that e...

feed-grains

PM Post - Outside Money Boost

THE OPEN Nov beans:  2 higher Dec meal:  2.00 higher Dec soyoil:  50 lower Dec corn:  1/2 lower Dec wheat:  1 lower The markets opened as called but corn prices turned higher as new money flows seemed to head into commodities on the back of comments from Goldman Sachs,...

feed-grains

Technical Views - Sideways Range-bound

SPREADS Dec crush trades to 93.70c/bu while oilshare trades to 45.51%.  Spreads are firmer with Dec/March corn trading from 7 1/2c to 7 3/4c, while Dec 21/22 inverse trades from 21 3/4c to 20 3/4c.  Dec/March wheat carry is slightly wider trading from 11c to 11 1/4c.  Dec wheat/c...

feed-grains

AM Outlook - Bearish Tone

GOOD MORNING, Prices opened on a mixed note overnight, higher beans and wheat, lower corn.  Weather is wide open for harvest.  Soyoil futures opened lower vs. meal, and the EPA did not publish any biofuel mandate guidance as rumored last Friday.   Beans continue to have a bi...

feed-grains

PM Post - Risk-off, Profit-taking, Position-leveling

THE OPEN Nov beans: 3 lower Dec meal:  .20 lower Dec soyoil:  5 lower Dec corn: 1 lower Dec wheat: 1/2 lower The markets opened lower on a cautious air as headlines from China to the EPA can hit anytime and send prices in the opposite direction.  Traders are watching outside mark...

feed-grains

Technical Views - Round We Go

SPREADS Dec crush trades up to 91.20c/bu while oilshare trades higher to 45.55%.   Dec/March trades from 7 1/2c to 8c, while Dec 21/22 trades from 24c inverse to 21 3/4.   Dec wheat/corn trades from 1.92c to 1.87 3/4c.  Dec /March wheat trades from 10 1/2c to 11c. ...

feed-grains

Am Outlook - Notable Stories

GOOD MORNING, Prices were mixed in the evening, higher for beans and soyoil with corn struggling and all turning in the red by the AM hour.  Soyoil prices are proceeding with caution as some expect an EPA story about biofuels.  The rumors are that the EPA may finally release two years...

feed-grains

PM Post - As Called

THE OPEN Nov beans:  2 higher Dec meal: 1.10 lower Dec soyoil:  40 higher Dec corn: 2 lower Dec wheat:   4 higher The markets opened as called with prices continuing to wobble at first, only to find some tech strength on the back of strong wheat.   A sale of corn w...

feed-grains

AM Outlooked - Mixed Day

GOOD MORNING, Prices are mixed with wheat and soyoil leading the way in strength.  The PM session featured more congestion trade as harvest rolls on and funds continue the process of positioning in front of the September 30 Quarterly Stocks report.  Helping to steady the markets were...

feed-grains

Technical Views - Corn/Soymeal Lower

SPREADS Dec oilshare trades to 45.20% while crush trades up to 89.85c.  Dec/March corn narrows into 7 1/4c from 7 1/2c.  Dec 21/22 trades from 24 1/2c inverse down to 22 3/4c.  Nov/Jan bean carry trades from 8 3/4c out to 9 1/2c, while the Nov 21/22 trades from 36 1/4c inverse do...

feed-grains

AM Outlook - Mixed

GOOD MORNING, Prices started the evening on a tentative note, but beans, wheat, and soyoil prices rallied into the morning hours taking corn along with it.  Oilshare has a bit of a comeback with a nice rally back to soyoil.  Higher palm, canola, and crude stabilizes the soyoil chart,...

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