Market Commentary

Weekly Commentary

SEPTEMBER 16, 2022 When I was younger and far more naïve than I am today, by which I mean last week, I was under the erroneous understanding that the letters CPI stood for Consumer Price Index.  After witnessing how events have unfolded this week, I now realize they are actually…

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Daily Comments

By the time the closing bell had rung on Monday, bulls in grain and soy markets must have felt they we on top of the world. The USDA had surprised everyone with a reduction in acreage figures, and then to add a little extra frosting to the celebration cake, the…

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Daily Comments

Without a doubt, the headline story this morning is the report that railroads and their employees have reached a tentative agreement.  While this still needs to be ratified by the rank-and-file members, you could hear the massive sigh of relief that was let out from Washington all the way across…

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Daily Comments

Not unexpectedly, grain and soy markets swooned a bit yesterday, taking a respite after Monday’s USDA-inspired enthusiasm.  The question now would seem to be, was this typical turnaround-Tuesday type action allowing bulls to catch their collective breath, or will Monday join the ranks of one-hit-wonders, such as Play that Funky…

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Daily Comments

It turns out that Trickster Tom and his band of USDA magicians still had a few tricks left up their sleeves as the USDA provided soy and grain markets with a bit of a jolt yesterday.  I would be willing to bet that if you asked most analysts pre-report where…

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