Tag Archives: StoneX

  • Cash market weakness coming out of the north
  • Are the cattle to big?
  • What is behind the strength in the soybeans
  • Will soybean prices continue to grow?
  • Why are corn prices going up?
  • Wheat continues to see dryness global
  • Sum it up its weather & China
  • Ethanol report out on Wednesday saw production tick lower
  • Not endorsing one candidate over the other how does Nov 4th play into mkts
  • Election risks
  • Could there be an influx of dairy on the cattle market with current milk prices?

  • Wheat up big again
  • All the grains up again
  • How can we interrupt negative numbers on the deferred contracts?
  • All of this related to weather globally
  • We are looking at potential serious weather issues
  • China, even on holiday, jumped into the markets to make purchases
  • Does China panic in weather markets both here & in South America
  • Feeder cattle continue to struggle

There was plenty to talk about coming off of the USDA report that sent corn, soybeans, and wheat sharply higher but also threw a wrench in cattle trade. Arlan is keeping an eye on weather in both South America and the Black Sea Region. He also breaks down cash trade in cattle and why hogs are still trying to sort out their latest report almost a week later.

 

  • Soybeans and what the potential is for this crop
  • Situation in China includes building hogs & expanding poultry
  • South America planting is underway
  • One in six restaurants failing nationally…the next 6 months do not look good

 

Wet weather moving through the Midwest

4.00 corn a ways out on the futures but what does that mean for corn

WASDE on Friday
3 typhoons hit China the past two weeks with damage to their corn crop.
Did you know China doesn’t buy corn from Brazil.
China continues to buy US beans
Reversal in the cattle market, restocking beef time

 

lean hog index above $60 first time since May 28th