World Perspectives

Softs Recent Softs Analysis

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that managed money traders are becoming increasingly bearish corn and the soy complex while gradually easing short bets in the wheat market. The net effect of this dynamics, plus some mixed trade in livestock futures, was that funds’ total ag position (th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report highlighted funds’ increasingly bearish view on ag commodities with managed money traders emerging as net sellers across the major grain and oilseeds futures. Funds’ net position across the soy complex, corn, wheat, and livestock futures fell 30 percent la...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds continue to lean bearish the ag space with money managers either paring back longs or expanding shorts. The only exceptions to the bearish trend was the continued buying in the livestock complex and, in a bit of a switch from recent trends, across th...

softs

Cocoa Market Outlook: Prices Set to Cool as Production Increases

The outlook for the last half of the 2024/25 cocoa market is dominated by generally favorable weather and upward revisions to production estimates. Demand remains a major focal point as well with the U.S. tariffs and recession risk likely to upend consumption in the world’s second biggest...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report was consistent with expectations in that it showed managed money traders becoming dedicated net buyers across nearly every major ag market, with the notable exception of cattle futures. The buying was most notable in soybeans where, despite the trade war, funds flippe...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The ag markets and traders’ position in them look dramatically different now than they did last Tuesday, the CFTC’s weekly reporting deadline. On Wednesday after the market close, President Trump announced a suite of sweeping tariffs against literally every country in the world, whi...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed continued selling activity from managed money funds in the grain and oilseed sector. The action was expected, given the weakness in futures over the past few weeks and funds’ positions as of last Tuesday were in line with expectations. In the soy complex,...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Last week’s CFTC report showed some interesting an unexpected trends. First, despite the technical bounce in corn futures, funds cut 36 percent of their long (74,000 contracts) and are now long just 132,000 contracts, or less than half of their position just a few weeks ago. That rapid li...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

As expected, Friday’s CFTC report showed managed money funds to be aggressive net sellers across the ag complex due to tariff concerns, widespread “risk off” trade, and weak technical conditions. The selling was most pronounced in corn futures, where funds shed 38 percent of a...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Last week, managed money funds were primarily net sellers across the ag space but overall volumes were relatively muted. The selling was most consistent and perhaps most pronounced in the soy complex, where funds shed 30 percent (9,900 contracts) of their dwindling soybean longs and added 13 pe...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that managed money traders are becoming increasingly bearish corn and the soy complex while gradually easing short bets in the wheat market. The net effect of this dynamics, plus some mixed trade in livestock futures, was that funds’ total ag position (th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that managed money traders are becoming split on their views for the grains and oilseeds complexes going forward. Funds were bearish grains as they sold a combined 120,000 contracts in corn and all three classes of wheat futures while buying 23,000 contracts ac...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report highlighted funds’ increasingly bearish view on ag commodities with managed money traders emerging as net sellers across the major grain and oilseeds futures. Funds’ net position across the soy complex, corn, wheat, and livestock futures fell 30 percent la...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds continue to lean bearish the ag space with money managers either paring back longs or expanding shorts. The only exceptions to the bearish trend was the continued buying in the livestock complex and, in a bit of a switch from recent trends, across th...

softs

Cocoa Market Outlook: Prices Set to Cool as Production Increases

The outlook for the last half of the 2024/25 cocoa market is dominated by generally favorable weather and upward revisions to production estimates. Demand remains a major focal point as well with the U.S. tariffs and recession risk likely to upend consumption in the world’s second biggest...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed that funds are slightly increasing bullish bets across the ag space, primarily in the soy complex and livestock futures. Managed money traders’ net ag position (the combined position across the soybean complex, the three U.S. wheat contracts, corn, and th...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report was consistent with expectations in that it showed managed money traders becoming dedicated net buyers across nearly every major ag market, with the notable exception of cattle futures. The buying was most notable in soybeans where, despite the trade war, funds flippe...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

The ag markets and traders’ position in them look dramatically different now than they did last Tuesday, the CFTC’s weekly reporting deadline. On Wednesday after the market close, President Trump announced a suite of sweeping tariffs against literally every country in the world, whi...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Friday’s CFTC report showed continued selling activity from managed money funds in the grain and oilseed sector. The action was expected, given the weakness in futures over the past few weeks and funds’ positions as of last Tuesday were in line with expectations. In the soy complex,...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Last week’s CFTC report showed some interesting an unexpected trends. First, despite the technical bounce in corn futures, funds cut 36 percent of their long (74,000 contracts) and are now long just 132,000 contracts, or less than half of their position just a few weeks ago. That rapid li...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

As expected, Friday’s CFTC report showed managed money funds to be aggressive net sellers across the ag complex due to tariff concerns, widespread “risk off” trade, and weak technical conditions. The selling was most pronounced in corn futures, where funds shed 38 percent of a...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Last week, managed money funds were primarily net sellers across the ag space but overall volumes were relatively muted. The selling was most consistent and perhaps most pronounced in the soy complex, where funds shed 30 percent (9,900 contracts) of their dwindling soybean longs and added 13 pe...

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