Commentary

Feb 04, 2020 | For Members

Is your bottom showing?

“Pssst, I do not mean to embarrass you, but your bottom may be showing.” While that may be a premature comment, (worked for the Super Bowl) it would appear that markets around the world are taking a collective sigh of relief and have found some stability and even a little…

Feb 03, 2020 | For Members

Daily Comments

While grain and soy markets are somewhat of a mixed bag as we begin this new week and the new month of business, one has to suspect that traders in China only wish they could say as much as they return from the Lunar New Year break. Soy oil, palm…

Feb 01, 2020 | For Members

Weekly Commentary

JANUARY 31, 2020 Thalia and Melpomene. Names that we certainly hear infrequently, or never at all for that matter, but they are the names for items undoubtedly each and every one of us is familiar; they are the names of the two masks that have adorned theaters throughout the world….

Jan 31, 2020 | For Members

Daily Comments

We have all heard the expression that the month of March comes “in like a lion and goes out like a lamb,” well for commodity markets in January of 2020, it can now be said we came “in like a bull and went out like a bear.” On the week…

Jan 30, 2020

Free Commentary

Even though the initial panic has subsided, markets are still suffering from ill effects of the coronavirus. With confirmed cases in China now north of 7,700 and a death toll around 170 (2.2%) overall, the trade remains in a risk-off mode. Yesterday at a conference in Sao Paulo, the CEO’s…