Commentary

Free Commentary

With the exception of global wheat ending stocks at the end of the 2020/21 crop year, which, without question were bearish, the rest of the numbers on the June production and supply/demand report were not significant. Yes, the USDA seems to be the lone holdout in not reducing corn and…

Read More

Read More

Daily Comments

With the exception of global wheat ending stocks at the end of the 2020/21 crop year, which, without question were bearish, the rest of the numbers on the June production and supply/demand report were not significant. Yes, the USDA seems to be the lone holdout in not reducing corn and…

Read More

Read More

Free Commentary

Yesterday afternoon, Fed Chairman Jerome Powell delivered a rather gloomy forecast for the U.S. economy for the next couple of years. This, in turn, appears to have burst the bubble in the equity markets that has recently been inflated by ideas of a V recovery and, more recently, a jobs…

Read More

Read More

Daily Comments

Yesterday afternoon, Fed Chairman Jerome Powell delivered a rather gloomy forecast for the U.S. economy for the next couple of years. This, in turn, appears to have burst the bubble in the equity markets that has recently been inflated by ideas of a V recovery and, more recently, a jobs…

Read More

Read More

Free Commentary

Shall we refer to it as the Cristobal Crash?  Well, a crash is a bit of an over-exaggeration.  Maybe Cristobal Crack would be more in line, but regardless of the moniker attached, the rains that pushed into the Midwest over the past 24-hours appeared to be enough to wash away…

Read More

Read More