Commentary

Weekly Commentary

JUNE 25, 2021 Last week we discussed a few issues that have, without a doubt, contributed to rising inflation. We also pointed out how some issues may be supply chain shortcomings and bottlenecks, rather than permanent inflationary factors.  We also looked at how the recent action in some commodity markets…

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Free Commentary

While grain and soy markets are struggling a bit again this morning, they did pull off a reasonably impressive recovery for the close yesterday, possibly providing us with the tip-off that enough is enough for the moment.  That is, with the exception of one market; Soybean meal.  This market has…

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Daily Comments

While grain and soy markets are struggling a bit again this morning, they did pull off a reasonably impressive recovery for the close yesterday, possibly providing us with the tip-off that enough is enough for the moment.  That is, with the exception of one market; Soybean meal.  This market has…

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Free Commentary

It is such a tired and overused phrase, I am remiss in using it, but it would appear that the primary motivation in the grain and soy markets is the belief that “rain makes grain.”  It may be just as appropriate to say the trade has “rain on the brain.” …

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Daily Comments

It is such a tired and overused phrase, I am remiss in using it, but it would appear that the primary motivation in the grain and soy markets is the belief that “rain makes grain.”  It may be just as appropriate to say the trade has “rain on the brain.” …

Read More

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