Commentary

Feb 18, 2020 | For Members

Daily Comments

Phase One of the new U.S./Chinese trade agreement became official over the weekend, but that does not appear to be the key driver for grain and soy prices this morning. No, that honor would seem to go to concerns about declining global wheat supplies. The Australian government has now lowered…

Feb 15, 2020 | For Members

Weekly Commentary

FEBRUARY 14, 2020 I am confident that we had this discussion just a few months ago, and I thought things were going to improve. Obviously, the message did not sink in so here we are again. We have this unwritten agreement, you and me. If I keep unemployment low, wages…

Feb 14, 2020

Free Commentary

Corn is Yellow Soybeans are round Exports to China We Hope will Rebound Well, that does not quite measure up to Rose are Red and Violets are Blue, but considering it is Valentine’s Day, it seemed that some type of verse was in order. And also, for those of you…

Feb 14, 2020 | For Members

Daily Comments

Feb 13, 2020

Free Commentary

Was it just a one-off event? An anomaly in an otherwise psychologically battered risk-off atmosphere that clouds the commodity trade right now. Or was it a taste of what is yet to come? Another subtle hint that commodity prices remain at levels of value and to try and press them…