10-15-21 • Long term WASDE didn’t chance the market outlook • Soybean crush numbers • Closing bean numbers for the week • LaNina and effects on the markets • Harvest activity • Planting activity in Brazil • Funds and their positions
10-14-21 • Markets still digesting the report • How much demand will affect the trade? • Growing crops in South America • Basis continues to rally • Improving ethanol margins • Marketing through harvest • Input costs for ‘22 • Triple digit gains in live & feeder cattle • Export market trade for livestock
10-13-21 - Commodity-wide sell-off in grains and livestock - Energies and Veg Oils - Inflation indicators and longer term impacts - Export capacity, containers, and freight rates - South America planting update - Cattle and Hogs caught in the slide today
10-12-21 • WASDE Report • USDA raised some price projections • Stagnant cash trade • Price of beef in the store can people still afford to it • Pork side of the trade and global markets • Some cash trades today • Big drops in the soybeans
10-8-21 • Indecision in the markets • More data coming next week • A lot of lack of follow through in the markets • A lot of outside market influence • Energy markets adding pressure to the grains • Expectations on next week’s report • Dollar influence
10-7-12 • Grains moved higher • Have an October report coming up with some early report estimates • China has been on holiday • Inflationary talk will we see it play out in the grains? • Balance sheets around the world • Some weather concerns in South America • Bright trade with the livestock with green on the screen • China a bigger buyer of beef-appetite is there • Some bullish fundamentals in the trade
10-5-21 • Corn closed lower then what was wanted • Soybeans made up some time • Are markets in a downtrend? • What is the conversation with growers? • Store vs. elevator • Next week’s WASDE report • How is South America doing on planting? • Basis for grain? • Is there buyer support in the cattle market?
9-30-21 *What does the quarterly stocks report tell us? *How is the quarterly stocks report created? *Any surprises from the Quarterly stocks report today? *How did the corn stocks look for Nebraska and Iowa? *Are the soybeans stocks lower than last year in Nebraska and Iowa? *What does the larger soybeans stocks mean for the 2020 soybean crop? *What does the larger corn stocks mean for the 2020 corn crop? *What will the corn and soybean markets be focused on going forward? *How are corn and...
10-29-21 • Weather delays harvest but still a good thing • Quartey grain stocks report out tomorrow • Outside market influence on the trade • Gov’t shutdown? • Fertilizer prices • Elevator vs. ethanol grain bids
9-27-21 • Higher grains • Harvest numbers • USDA Report coming up on Thursday • Will Hurricane Ida be in the report? • Higher numbers in yields to the south • Ethanol vs. natural gas prices • South America planting
9-22-21 • Commodities lifted higher Evergrand story brings positive news • Reuters tried to kill the markets today with biofuels story • Some bull spreading the markets today • South American Weather • Open harvest weather • Soybean focus • Disease problems in corn • Struggles in cattle buying
9-21-21 *Outside Markets - hangover from Chinese real estate/financial situation *China on holiday.... returns to trade tonight *Early yields/basis - Will Harvest '21 return to more seasonal pattern or repeat '20? *South America/Australia update *Cattle/hogs in opposite situations *Preview Cattle on Feed report
9-20-21 • Chinese slow down • Deflationary movement can be expected this fall • Stocks also got hit hard on a Monday • Harvest underway • Now is time for livestock producers to lock in feed • Cold winter is forecast • Lows for cattle are they there?