The Final Bell

Blahh negativity markets. Seems to be the tone for the trade this week. A lot of stock being put into this trade deal. January report…different from last year when we had no report. USMCA moving forward in the Senate. Weather in South America. Some spread activity in cattle, nothing like what we saw in yesterday’s trade. Hog market looking at China going into deep freeze for pork to feed people. I...

Chinese trade deal waiting…part of the reason for the bean drop. Running out of steam in the markets. Buy the rumor sell the facts is the feel to the trade. Have we run the market up to much? Export numbers. Market for now is going to say its traded Phase One. Weather in South America is pretty good. Geo-political, bombings in Iran its effects on Wall Street & the dollar. Dairy side of the market...

Looking at next weeks USDA report due out January 10.  Fresh money flowing into the market, is there limit to the downside?  Basis will continue strong but how will that compete with the ethanol market.  China signing phase one January 15th.  China in the market for more ethanol.  Cattle started 2020 in the negative.  Thoughts on the cattle weights with above temperatures.  

Last trading day of 2019. A look back & a look forward in both the grain & livestock. Some try for profits to wrap up the trading year, but a quiet final trading day for 2019. A signing date of January 15th with China. ASF will continue to be a story in 2020.

Mixed market trade. Slow down ahead of the last trading day of 2019. Ethanol market…DDG’s & cattle. Thoughts on going into 2020 & the first quarter. Wheat & Phase One…it seems to be forgotten about with all the trade talks. Looking at South American crop & world numbers.

End of year is near. Today the markets focused on the KC Wheat-they are at the top. Is this long term? South American production on beans-FINALLY the markets are starting to talk about it. Brazilian farmers mind set. Generational changes for Brazil. What will you be seeing on your trip? How do we get that mind set focus here? Quiet export markets…comes as no surprise with the end of year/trade dea...

How would you summarize the corn and soybean markets for 2019? What is currently impacting the corn and soybean markets? Trend following funds are short corn and soybean. Palm Oil Possible Trade Deal with China South American Weather Why are the funds still short the corn and soybean markets? How is Palm Oil impacting the soybean market? What is the latest on Trade Deal with China? How does South...

Holiday shortened week. A look back at 2019 & damage done to the market trade Top factors going into 2020

Higher grain markets. Holiday markets. Some good China news coming our way. Is it good faith on a bigger deal? Cattle on Feed on Friday. Cattle weight concerns.

Looking at the charts for corn & soybeans along with wheat. What are we dealing with & what do we need to get to the next level higher? What is the support level? January 10th report. Sept & December contracts for corn where at or near contract lows for first notice day. Are we on another cycle higher? Buy the rumor sell the fact will be working into the markets. Planting intentions isn’t that far...

Grains saw a bounce in the corn, China deal still needs to be inked out.  South America has good weather in Brazil-putting added pressure to bean demand, Argentina has been hot & dry.  Soybeans have had some oversold levels.  Bullish to the beans.  Basis to remain strong going into 2020.  COF report out on Friday & cash cattle thoughts.  

China & the status of the agreement & 50-billion-dollar trade talk. USMCA vote. Weather in South America. Timing of Chinese purchases…does it include ethanol? How much of the rally a rally vs. a money flow? Holiday feel set into the markets. Winter wheat concerns looking at some dryer weather. Cattle & hog fundamentals. Waiting for cash cattle. Is cattle weights a concern?

U.S. dollar vs. the real. The Feds & money being printed-how does this all relate to agriculture? Is there some upside volatility to the ag markets? Has the value of how ag markets looked at changed? Is Ag the safe haven? Argentina’s Economics Minister to propose increasing corn & wheat export taxes. Latest on dairy with a USMCA vote headed our way. Quiet trade to continue for the cash cattle.

Cattle saw a massive amount of fund buying on Friday. Interesting that beef had the biggest reaction to the news about China. Already some longs going into Friday. Fundamentals of the cattle-weights are higher than a year ago. Producer is asking for higher money. Could we see some higher money in this last full trading week of 2019? Is there some bullish feelings in cattle & are hogs too cheap? Co...

China-Phase One Deal. Details are pretty quiet. Cattle was the market that took this all in as there has been a lot of people that have been short. Holiday trade is in place. Beans rallied but didn’t have the full fireworks many had hoped for. Corn turning positive.

Big news coming out that the US and China may have a deal awaiting President Trump's signature. Peterson looks at how this unfolding trade news may impact the market going forward. Peterson also looks at current supply demand forces on the market.

Lower grains in the trade. Big trade factors today include the FEDS Statement, Brexit & China tariff deadline. What will happen between now & Sunday with China & how will the markets continue to watch. Brazilian weather for the most part is pretty good. Argentina has some heat, but showers are possible. Livestock ASF, getting reports of an uptick in breakouts in China-not official but being talked...

USMCA. Higher grain numbers…did the Chinese numbers get faded out? WASDE report. Chinese production numbers corn & wheat were higher. Final USDA Crop Progress report for 2019. Dollar traded lower. Livestock…USDA cut in exports for beef & pork. Chinese hog heard is starting to rebuild. Cattle markets & weights.

USMCA Chatter. Spitting of weather across the Midwest. Soybeans sharply higher-funds are short. Trade deal talks of last week makes some worried that a deal with China might not be done. Extended crop reports…crop report out tomorrow-can we expect any surprises? Stats Canada Vomitoxin issues, test weight issues on corn. South America weather. Price action on the livestock shows we haven’t learned...

Winter doldrums effecting the markets, trade war has no real incentives from China. Crop size & the USDA reports. Basis & its pressure on the elevators. South American Crop.

Arlan Suderman, INTL FC Stone, discusses all three major grains starting with the bushels still in the field as 2019 moves into it's twilight. Suderman also touches on what current diplomatic relations between the US and China looks like currently.

Covering basis & cash…worries about giving up ownership at year’s end. Looking into 2020 & how to market going into the new year. Crop progress report. Ethanol Markets…corn isn’t there so how you move & keep the bottom line. Will South America put pressure on us in 2020. Effects on the dollar for our grain trade.

Another solid week on the cash cattle. Could there be a correction headed our way? Any holiday pressure that might work into. How are cattle weights. Holcomb KS plant to start back up this week. How do you think the market react? Funds are long. Some red flags popping up. Hogs…way to cheap but China is playing a role in that. 10% of corn crop still in the field. Basis in corn market. China on agai...

Markets closed early on Friday for the Thanksgiving holiday. This year’s crop outcome-what will be harvested is about there-this could move the markets higher as reality sets in that all the crop won’t be out before 2020. How will this change the basis? Cash will win in the end. South American production-any issues heading into December. December 15th deadline looming with China-will they just con...

Lower close headed into the holiday. Winter weather slows harvest once again & what are the implications. South American weather & crop update. Driest soybean in the past 4 decades but the crops look great. Trade talks, USMCA-8 days left on the schedule. If there is a will there is a way. China talks. Strong cash basis for corn & beans-some post-harvest feels. 124 million bushels of corn in NE…a l...