Author: Jeff Kaprelian

Afternoon Grain Market Recap

By: Jeff Kaprelian – Grains fell across the board on end of week selling. Benign U.S. weather relieved any concerns traders had in the short term about an early frost, and generally yield models are increasing. Speaking of yield estimates, IEG Vantage released their updated projections and see the corn…

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Risk Management Update

No new updates this week. We feel it is important to remind everyone this is not a time to panic and that the markets have a tendency to make lows between early September and early October. Corn 2020/2021 Sell 20% of expected production at 415’0 (Filled 4/12/19) 2019/20 Sell 10% of…

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Afternoon Grain Market Recap

By: Jeff Kaprelian – Grains finished lower after a “risk-off” day across the financial markets as the latest round of Chinese tariffs went into effect. For those trying to keep score at home, the U.S. imposed additional 15% tariffs on certain Chinese goods, while the Chinese government added duties between…

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Commitments of Traders Analysis

Corn Funds were net sellers of 55,140 contracts of corn on a big reduction in longs. Commercials were net  buyers of 58,074 after buying back 65,308 shorts. The decline in commercial shorts is typical for this time of year, but you can see by this chart it has been a…

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Afternoon Grain and Cattle Recap

Grains – Jeff Kaprelian Grains finished mixed with corn and soybeans higher and wheat lower. As we expected in yesterday’s recap we saw a bout of short-covering today. There wasn’t really a fundamental or news-driven reason for the reversal, I think it was purely short-covering. We’ll get to the technicals…

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