5-5-21 • Rain is spotty • New corn numbers for Brazil • Wheat market continues to rise • Inflation the big factor • Difference dynamics with cattle & hogs • June Hog futures higher than June Cattle futures on Tuesday • Labor & Saturday kills • World is a better place now than a year ago
5-4-21 Struggle is real in the livestock trade How much more can this industry take? Will Mother's Day be factored into the beef movement? Coming out of the pandemic Commodity super cycle Turn around Tuesday Could we see a grain shortage come U.S. harvest time? Wheat market thoughts
5-3-21 What are the items that the market is the most concerned about? Why is the Safriha Corn crop such a concern this year? How does the US weather look overall? Are our export inspections doing okay? How are exports sales doing? Is the corn demand for ethanol holding up okay? What do you think basis levels will do going forward?
4-30-21 • Obscene volatility • We need to think factors including committing those bushels • What do late payments mean to the market trade (not from farmers) • Accumulators in the grain trade • Spread risks going into this growing season • Short a future call in your account-what next?
4-29-21 • Brazilian Real • Time for a grain market pause • Outperforming moves in rice & Mpls wheat • Weather, planting • South America is priced in • Big crop pressure in the U.S. • Cattle suffer from high feed prices • Hogs are topping • Dairy & feed prices
4-28-21 • Fundamentals haven’t changed over the past couple of days for grains • What are the fundamentals at the moment? • New limits start next week • Weather in Brazil heart of pollination is coming up
4-26-21 Cattle saw a huge kill last week. Market struggle was softening cash market Cattle & cost of gain Are we going to see a sell off before things get better Hogs came roaring back Cash hogs strong Is the hog market toppy? Window is closing on the South American corn crop Our growing corn belt weather...rain and lack thereof Funds have a long position
4-23-21 • Soybeans turned themselves around headed into the weekend • Wheat-dry, cold, tight supplies all taking its toll • Brazil dropping its ban on beans, meal & corn • Demand for food is pent up • Demand for cattle & hogs
4-22-21 • Limit up grain trade • How is the second crop going for South America…pressure on Brazil • Frozen wheat in KS • Ethanol/Bio-diesel both here in the U.S. & Brazil • Struggle continues on the livestock side of the trade
4-21-21 • Update on South America corn crop • Colder temps this past week • Red hot oil market • Alternative feed guidelines with China • How much is corn hitting the cattle market? • How much wheat is being feed as a feed source?
4-20-21 • Seasonal charts • Mixed risk on in the grains • 6 week lows were seen in the dollar • Should we be watching the Asian market closer? • Positioning in hogs & cattle • Should livestock be nervous on the grain prices?
4-19-21 • Soybeans saw some higher numbers • Beans is giving a good representation of what the long-term feel is for the market • Short term vs. long • Downtrend in the dollar • Some Senators trying to get ethanol into the infrastructure plan • Brazilian weather is the bigger picture then the cold in the Midwest right now • Rally in the hogs
4-16-21 • What is going on with the May beans • Recent weather models…has wheat factored in this yet? • Outside market influence • Crops in Brazil…what are you hearing on conditions for corn • Pretty dyer situation right now with weather…no normal flow right now • Will the crop be slowly reduced week by week? • Demand is good right now for corn, but the what if has to be factored in • Really bullish like a dog with flees… • Packer’s influence
4-15-21 • Bean planting underway • Worst week of exports we have seen in awhile • Is there a correction coming for grains? • Wheat has been a follow through • Weather in South America • Cash cattle starting to rebound • Cattle can it hold the correction? • Max demand time is upon us • Can feeders push for higher cash?
4-14-21 • Bigger than expected sell off • Some chart damage taking place • Is there a struggle in this cattle trade with strength in the beef market? • Some fund liquidation • Will cash continue to go higher? • What about packer margins? • Can we hope this is the low for the week? • Big basis flip taking place • Outside reversal in the hogs • Higher corn prices…double cropped corn in Brazil • Is China back in the markets? • Are some put options in our future? • Soybeans holding where they...
4-12-21 • Tough day in the bean complex • Still coming off of Fridays report, $14.21 is a thorn for May beans • World running out of beans? • Bean planting is underway in some areas • Cattle not starting the week off on the right foot. • Might some lower cattle trade the next few days
4-9-21 How did the corn and soybean numbers look compared to what the market was expecting? What changes were on the US corn numbers? How did the US soybean supply and demand numbers change? Any Surprises on the South American production Numbers? Were there many adjustments in the world demand numbers? What do you think the WASDE report means for prices going forward? Now that the report is out of the way, what will the market focus on? What do you think happens to basis levels and futures...