Market Commentary

Daily Comments

While one would have to believe the market influence would be primarily psychological, the biggest story we find this morning is that the first ship loaded with Ukraine grain since February has set sail from Odessa.  The Razoni, a Sierra Leone flagged vessel, is loaded with 26,000 MT of corn…

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Weekly Commentary

Finally, financial publications, economists, both actual and make-believe (I am not a real economist, but I play one on TV), and politicians have something to obsess about other than inflation.  The only problem is that it has now evolved into a discussion as to if we are in a recession…

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Daily Comments

Anyone who may have believed we have moved beyond weather markets and extreme volatility has been given a rude awakening this week, as we have seen grain and soy markets come back to life.  One has to suspect that the fact that we came into this week with technical indicators…

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Daily Comments

The end-of-month rally in the grain/soy complex has extended once again, and outside of wheat bulls taking a moment to catch their breath yesterday, it has shown little sign of letting up just yet.  The dominant feature that appears to be driving prices higher is the forecast for heat to…

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Daily Comments

During the overnight hours, the grain markets have extended this mini-rally into the third day but may be showing signs that the enthusiasm is waning just a bit.  It is not that we have lacked any actual bullish news that has helped spur things along, as there remains a few…

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