Commentary

Daily Comments

It is a new week, and traders were given an extra day to reflect on all the reports and ceremonies that transpired last week and evidently came to a conclusion; been there – done that.  The one exception would appear to be wheat, which is trying to climb a bit…

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Weekly Newsletter

To paraphrase Neil Armstrong, this past week, we took “one small step for trade relations and one giant leap for U.S. exports to China over the next two years.” Well, it doesn’t quite have the flow or historical significance of the original, but at least we took a step in…

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Free Commentary

On Monday morning of this week, there was a sense that we were finally emerging from the dark and dreary wilderness that grain and soy markets have been aimlessly wandering for the past several years.  Within days, China would be inking a new trade agreement with promises to purchase more…

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Daily Comments

On Monday morning of this week, there was a sense that we were finally emerging from the dark and dreary wilderness that grain and soy markets have been aimlessly wandering for the past several years.  Within days, China would be inking a new trade agreement with promises to purchase more…

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Risk Management Update

Now that we have moved beyond the harvest of the 2019 crops (for most) and the USDA has supplied us with the “final” yet not quite final data for production, it is time to take a slightly broader look at the global situation and the potential outlook as we move…

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