Market Commentary

Daily Comments

Despite the rhetoric that has been bantered about by Vladimir Putin this week, it would appear that markets have grown comfortable, for lack of a better word in this situation, that a significant escalation in the war in Ukraine is not imminent.  Granted, it would be foolhardy to make assumptions…

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Daily Comments

Anyone who may have been counting on a solid weekly export sales report to help reinforce that strength we have seen this week has been sorely disappointed.  The figures for all three major crops came through below even the lowest estimates.  In reality, had there not been reductions, the figures…

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Daily Comments

When an egocentric autocrat is belittled and backed into a corner, the odds of them doing something outlandish increase dramatically, which appears to be what markets fear at this moment. After delaying his speech for a day, Vladimir Putin decreed this morning that the Russian armed forces will immediately call…

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Daily Comments

We appear to have a bit of role reversal going on this morning, as grain markets are trending higher while beans are struggling just a bit. In light of the fact that 24 hours ago, we were looking at just the opposite type of action, it tends to make one…

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Daily Comments

Do you remember the old children’s game Simon Says?  Simon Says, take one step forward.  Now, take another step forward.  Whoops, Simon did not say that, so now you need to take two steps back.  It would appear that the grain and soy markets are currently playing some version of…

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