World Perspectives

Recent Australia Analysis

livestock

Aussie Beef; U.S. Cattle; Moratorium on Iowa Livestock Sought

Aussie Beef Back on the Global Market Australia’s beef exports are making a comeback, up 19.7 percent last month over January 2017, and they could be back on trend to match a more normal five-year average. All five of Australia’s top markets imported more beef in January than a year...

TPP Necessity: Loss Aversion; What Protectionism?

TPP Necessity: Loss Aversion President Donald Trump has called the Trans-Pacific Partnership (TPP) a “disaster” and a “rape” of our country, but reality is going to make him crawl back to rejoin it and without gaining many changes. After months of briefings about the geo...

wheat

WASDE Wheat

Projected 2017/18 U.S. ending stocks are raised this month by 20 million bushels as higher food use is more than offset by lower exports, while export forecasts for several major competitors are increased. Estimated food use is increased by 5 million bushels to 955 million, based on the NASS Fl...

TPP Reality?; U.S.-China Trade War

TPP Reality? Aggies are trying to decipher the degree of seriousness behind President Trump’s announcement in Davos that he would reconsider joining the Trans-Pacific Partnership (TPP). On the one hand, most things that go into a presidential speech are well vetted and discussed. Treasury...

wheat feed-grains soy-oilseeds

Hints of Changing Dynamics

Simplistic economics suggest that the value of any freely-traded commodity is ultimately determined by the balance between its supplies and demand. That is especially true for renewable crops such as grains and oilseeds that have their supplies replenished annually or semi-annually if productio...

livestock

From TPP to CPTPP; Year-End Meat and Poultry Production

From TPP to CPTPP What started under the Obama administration as the Trans-Pacific Partnership (TPP), comprised of the U.S. and 11 other countries, will end as the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) on 8 March. This is when the pact will be signed in C...

wheat

WASDE Wheat

"Projected 2017/18 U.S. wheat ending stocks are raised 29 million bushels on increased supplies and decreased use.  Seed use is lowered 4 million bushels on the winter wheat planted area released today in the NASS Winter Wheat and Canola Seedings report.  Wheat feed and residual use f...

feed-grains soy-oilseeds wheat

Straws in the Wind

In 2017, U.S. corn and soybean growers experienced unexpectedly large yields, but the benefits of that were largely offset by very low crop prices. Winter wheat farmers had the worst of both – quite a small crop and very low prices. While spring wheat production was also small (thanks to...

feed-grains soy-oilseeds wheat

Do We Dare Be Bullish?

For many months, the CME grain and soy markets have been stuck in a fundamentally, technically and emotionally bearish pattern. Typically, trading volumes and volatility levels decline during bearish market cycles, which has certainly been the case this time around. Underlying all of the bearis...

wheat soy-oilseeds feed-grains

The December WASDE

USDA’s December WASDE, released at midday, fits right into the history of previous issues for this month. They very seldom contain surprises but are always interesting, especially since they come along at a time of year when markets must search hard to find anything that is compelling. Th...

wheat

WASDE Wheat

The U.S. wheat export picture is changing again with the USDA’s latest figures. The agency’s updates to the U.S. and world wheat balance sheets offer important implications for the U.S. market and prices. Commodity Analytics distills the essential information from this latest update...

feed-grains wheat soy-oilseeds

No Excitement Expected in the December USDA Reports

USDA will release its December WASDE report tomorrow at noon (EST), and it has been impossible to find anyone who thinks it will include any numbers that are unexpected or will change the flow of the markets. It is important to remember that there will be no adjustments to the U.S. corn or soyb...

livestock

Aussie Beef; U.S. Cattle; Moratorium on Iowa Livestock Sought

Aussie Beef Back on the Global Market Australia’s beef exports are making a comeback, up 19.7 percent last month over January 2017, and they could be back on trend to match a more normal five-year average. All five of Australia’s top markets imported more beef in January than a year...

TPP Necessity: Loss Aversion; What Protectionism?

TPP Necessity: Loss Aversion President Donald Trump has called the Trans-Pacific Partnership (TPP) a “disaster” and a “rape” of our country, but reality is going to make him crawl back to rejoin it and without gaining many changes. After months of briefings about the geo...

wheat

WASDE Wheat

Projected 2017/18 U.S. ending stocks are raised this month by 20 million bushels as higher food use is more than offset by lower exports, while export forecasts for several major competitors are increased. Estimated food use is increased by 5 million bushels to 955 million, based on the NASS Fl...

TPP Reality?; U.S.-China Trade War

TPP Reality? Aggies are trying to decipher the degree of seriousness behind President Trump’s announcement in Davos that he would reconsider joining the Trans-Pacific Partnership (TPP). On the one hand, most things that go into a presidential speech are well vetted and discussed. Treasury...

wheat feed-grains soy-oilseeds

Hints of Changing Dynamics

Simplistic economics suggest that the value of any freely-traded commodity is ultimately determined by the balance between its supplies and demand. That is especially true for renewable crops such as grains and oilseeds that have their supplies replenished annually or semi-annually if productio...

livestock

From TPP to CPTPP; Year-End Meat and Poultry Production

From TPP to CPTPP What started under the Obama administration as the Trans-Pacific Partnership (TPP), comprised of the U.S. and 11 other countries, will end as the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) on 8 March. This is when the pact will be signed in C...

wheat

WASDE Wheat

"Projected 2017/18 U.S. wheat ending stocks are raised 29 million bushels on increased supplies and decreased use.  Seed use is lowered 4 million bushels on the winter wheat planted area released today in the NASS Winter Wheat and Canola Seedings report.  Wheat feed and residual use f...

feed-grains soy-oilseeds wheat

Straws in the Wind

In 2017, U.S. corn and soybean growers experienced unexpectedly large yields, but the benefits of that were largely offset by very low crop prices. Winter wheat farmers had the worst of both – quite a small crop and very low prices. While spring wheat production was also small (thanks to...

feed-grains soy-oilseeds wheat

Do We Dare Be Bullish?

For many months, the CME grain and soy markets have been stuck in a fundamentally, technically and emotionally bearish pattern. Typically, trading volumes and volatility levels decline during bearish market cycles, which has certainly been the case this time around. Underlying all of the bearis...

wheat soy-oilseeds feed-grains

The December WASDE

USDA’s December WASDE, released at midday, fits right into the history of previous issues for this month. They very seldom contain surprises but are always interesting, especially since they come along at a time of year when markets must search hard to find anything that is compelling. Th...

wheat

WASDE Wheat

The U.S. wheat export picture is changing again with the USDA’s latest figures. The agency’s updates to the U.S. and world wheat balance sheets offer important implications for the U.S. market and prices. Commodity Analytics distills the essential information from this latest update...

feed-grains wheat soy-oilseeds

No Excitement Expected in the December USDA Reports

USDA will release its December WASDE report tomorrow at noon (EST), and it has been impossible to find anyone who thinks it will include any numbers that are unexpected or will change the flow of the markets. It is important to remember that there will be no adjustments to the U.S. corn or soyb...

Select Filters to Apply

  • Markets
  • Publications

Search World Perspectives

Sign In to World Perspectives

Don’t have an account yet? Sign Up