Commentary

Daily Comments

As the old saying goes, “you need to make hay while the sun is shining,” and U.S. farmers took that to heart last week with another solid gain in planting progress.  No doubt, it was right they did, as much of the Midwest has now returned to wet and unseasonably…

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Free Commentary

Any optimism surrounding the recent uptick in business with China appears to be long forgotten this morning and has been replaced by clear skies, seasonal temperature, and the promise of excellent planting progress in the days ahead.  Keep in mind that China is on holiday this week, so we probably…

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Daily Comments

Any optimism surrounding the recent uptick in business with China appears to be long forgotten this morning and has been replaced by clear skies, seasonal temperature, and the promise of excellent planting progress in the days ahead.  Keep in mind that China is on holiday this week, so we probably…

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Weekly Commentary

MAY 2, 2020 If I can take the liberty of paraphrasing the old aphorism, “If I didn’t have bad luck, I would not have any luck at all”. Replace the word “luck,” with “news,” it would pretty well summarize every economic release in the past week. Granted, no one was…

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Free Commentary

It is May Day.  While I doubt we will see too many children dancing around May Poles with quarantines in effect, and for the most part, the tradition of dropping May Baskets at the doorsteps of neighbors and friends seems to be a forgotten (although not for my wife). Regardless,…

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