Commentary

Free Commentary

After witnessing another panic washout to the downside in the equity markets yesterday, I was feeling cautiously encouraged that the “get me out now” mentality had not bled over to the grain markets.  Of course, we still had the evening session as so by no means was the all-clear horn…

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Daily Comments

After witnessing another panic washout to the downside in the equity markets yesterday, I was feeling cautiously encouraged that the “get me out now” mentality had not bled over to the grain markets.  Of course, we still had the evening session as so by no means was the all-clear horn…

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Risk Management Update

Fundamental Summary February is often an unremarkable and depressed market for commodities, and this year it has lived up to that reputation.  Probably the two most significant influences on grain and soy markets have been the waiting game for China to resume purchases now that the Phase One trade deal…

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Free Commentary

A sense of calm has returned to grain and soy markets overnight as we appear to have weathered the latest tempest of Covid-19 risk-off selling.  Now, if we have actually sailed beyond the worst of the storms or are just in the eye of the hurricane is yet to be…

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Daily Comments

A sense of calm has returned to grain and soy markets overnight as we appear to have weathered the latest tempest of Covid-19 risk-off selling.  Now, if we have actually sailed beyond the worst of the storms or are just in the eye of the hurricane is yet to be…

Read More

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