Commentary

According to the official line from the Chinese government, the hog herd in that nation has been completely restored. As I have commented previously, it is always a challenge to really determine what is happening there, and it may seem like a monumental task to have recovered that rapidly after…

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We have begun a new month, but it would appear that the grain and soy markets are stuck on playing that same sad song that they have had on repeat for the past few weeks.  The comedian Steve Martin once quipped that he could not listen to the blues because…

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The equation would be something like this.  (End of month + First notice day + Hurricane Ida) x Impending harvest = Risk-off trade for the grain and soy markets.  While most of these markets have been bent but not quite broken, there would appear to be little on the horizon,…

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