8-2-21 • Did finish on an up day • Crop conditions • Ethanol margins • Holding on till Thursday the 12th • Basis for corn & beans • Marketing in August • Seasonal low in beef? • Feed variable • Cash movement
7-30-31 • Livestock saw lower numbers • Some bullish points in the market • We need the cash market to change • Movement of meat is an issue-demand is there, but it’s the restaurant side of it • Hogs ASF in the DM • Herd dispersal issue for fall or 2022 • Grains lower can feeders take advantage
7-28-21 • Feds statement-did markets react or will they from today • Spring wheat tour is underway • Markets for corn & beans are having processing the good & the bad • How do we get direction going in these markets? • More crop rating declines-next week will show hot & dry • Could cash cattle ask for higher prices this week?
7-7-21 *Where are the markets on the fence? *Warmer drier weather pattern *Weekly crop progress *What's the demand for grain? *What if demand doesn't hold up? *Ethanol mandate-what would that mean to corn? *A lot can happen with the markets between now & harvest *What does this all mean for livestock?
7-26-21 • Weather-nerves with warm weather • Balance sheets • Struggle • Charts with 4th waves • Traders market both bulls & bears are getting beat up • Look how much has changed in 6 months • Will basis have any changes considering current weather/crop feels?
7-23-21 Markets seem to bring a slow day Weather will be a factor for both grains & livestock Front end on the near future looks lower Demand is understated South American weather Long term demand will be bullish Cattle market is stuck in a range Supplies will tighten Will COVID reign people in? Cold storage kind of friendly
7-22-21 Why did we see the big pull back in corn and soybean prices earlier today? What is causing the big ranges in trade? Are there factors that could get more attention going forward? How is the best way to compare supply and demand info from one year to the next? Do you think corn and soybean prices are undervalued or overvalued according to supply and demand information? What do you think crop condition ratings will do in the report on Monday? How do our current soil moisture and crop...
7-20-21 • Weather • Crop ratings • Corn & bean production • How tight inventory is • Carryout • How is this crop supply different from the past 7 years? • Global pressure on our production • Strategy vs. the outlook on cattle prices • How does the producer handle pricing on feed stuffs in the current market?
7-16-21 Weather Crop conditions going into Monday Smallest demand numbers on the year Canada crops Brazil booking corn from Argentina Russia is dry Wheat in Minneapolis was the market leader Seasonal downturn coming for wheat-but will it work? More up in hogs before we could sell them Cattle are struggling to get out of their own way Charts are not spiffy on cattle
7-15-21 Markets pricing in weather concerns Early week report didn't set up much in the market trade ECB weather & crops ND Crop has had issues Corn & bean basis Soft tone to the exports Feeder cattle adjust to what corn is doing Live cattle is caught in the middle
7-14-21 • China buying U.S. beans • Primary reason for higher grains, is the weather next 10 days hot & dry • More detrition in corn & bean crop conditions • Update on Brazil on their crops • La Nina talks • China happenings • Hogs & China • Why is Texas so deep in the cattle?
7-9-21 *Why did we see the big pull back in corn and soybean prices this week? *With the rains that are forecasted, will that be enough rain to finish the crop out? *How will USDA determine the yield for the crop report on Monday? *What is the market expecting for the WASDE report on Monday? *What do you think the crop report says on Monday? *How does the basis levels look for old crop and new crop corn and soybeans? *How close do you think corn and soybeans are getting to finding a bottom...
7-7-21 • Interesting price action today • Weather pushed yesterday’s sales • How do the markets relate to each other? • Rain to this point & going forward • Livestock looks at export data for May • Why was there pressure then today in the markets? • Hurricane Elsa
7-6-21 • Time of year that we see what we see • Rain models were a big driver • Crude oil was down hard that amongst others led to pressure • Ethanol & energy taking it on the chin • E15 long term effects • Feeder cattle movement with drop in corn • Is the support there for the lean hogs? • Past the 4th-next big holiday is Labor Day
7-2-21 • Weather outlook through end of July • Frost in Brazil • Deflationary episode that could happen this fall & China • E15 turn around • Hurricane Update-does that bring Midwest weather • Dairy looses food box program-it takes a toll
6-29-21 • Potential outcomes from acreage and stalks • Corn & bean spreads • June report weighs heavier than other reports • Ethanol fears with refinery waivers ease • Cattle seeing some consolidation going into this report tomorrow? • Holiday trade & processing