12-3-21 * How did the corn and soybean markets perform for the week? *Why did the corn spread between December and March do down so much this week? *How is ethanol production doing? *What does the corn exports look like? *How does the soybean exports look? *What does South American weather look like? *Are corn and soybean production numbers changing much out of South America? *Is corn and soybeans above or below fair value at this time?
12-2-21 • OPEC • COVID variant • Economy • Cattle market has been resilient on the trade • Do we have supplies still out there? • Some contract highs-but there is a however • Manage money- • Cash Market can it rally • Retail meats is not cheap • How are we on year-to-date numbers on beef
12-1-21 • COVID • US National Debt • COVID & the White House with funding • We have changed how we analyze the markets • Brazil updated production estimates • Weather in South America • What is some of the biggest driving factors with the past couple of days?
11-24-21 • Big sell off in wheat • Surge in the cash cattle prices • Strong dollar-Euro collapsing-what’s going on? • Crops in South America-outlook for December is dryer • Corn trying to protect its acreage for next year
11-23-21 • Holiday week has set in • Funds position • Ethanol margins-strong • Light selling out of South America • Heavy rains in Australia & Canada • LA Nina is around but not a story maker yet • Poor exports • Cattle continue to climb • Hogs
11-22-21 • Global weather more sensitive to the trade • Export inspections • Blender margins • Crop progress report info is slowing down • Holiday week • Friday’s Cattle on feed pretty neutral • Will cash continue to grow strong? • Demand for product-getting to $$? • Should we be worried about a weaker cash hog market?
11-19-21 *How did the corn and soybean markets perform for the week? *What does the ethanol margins and corn demand for ethanol look like? *How are soybean crush margins and soybean crush doing? *What does the corn exports look like? *How does the soybean exports look? *How is South American weather looking? *What do you think happens to corn and soybean basis levels down the road?
11-17-21 • Soybean breakout • What was going on with corn • How or if was wheat different • Soybean demand and hog demand in China • They buying grain sorghum • South America • Cattle losing some energy
11-11-21 • Soybean growth in South America • Beans blew up to the upside • Ethanol margins are huge • WASDE didn’t give us anything new • Some profitability still there on corn • Numbers on cattle will continue to tighten • Hogs-what’s going on with their cash?
11-10-21 *Disconnect between cash cattle optimism and cattle futures apathy *Attitude in the hogs seems to be turning positive *Grain traders further digest WASDE *Wheat leads corn higher *Inflation influences
11-8-21 • Report is out tomorrow • Summarizing since October report • Pre-report estimates • Will we have extra bean acres in ’22? • Outside market includes including silver • Can cattle continue to be in the driver’s seat?
11-3-21 • Fed statement ahead brought a broad selloff • COVID in China causing some concerns • South American Weather • StoneX latest customer production survey • Stumble of earlier this week with feeder cattle