Trade Commentary

19 November 2018 Monday Trade Commentary

Soybeans & Corn: President Trump and China’s President Xi are scheduled to meet on November 30, 2018 at the G-20 conference in Buenos Aires.  It still seems unlikely any major resolutions are imminent and there are […] Read More

12 November 2018 Monday Trade Commentary

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05 November MONDAY Trade Commentary

Volatility Related to Politics and Soybeans: Tomorrow, November 6th, is for the United States, election day.   On Friday (02NOV18) – the USA President only hinted that his staff could be drafting a trade deal with […] Read More

29 October MONDAY Trade Commentary

Crude Oil: Remember all the news stories that suggested $US 100 a barrel oil was in the near future – barely two weeks ago?  Well, the news chatter right now has become bearish.  Featured economic […] Read More

22 October 2018 MONDAY Trade Commentary

NEW: For readers using a smartphone, the pages here (all pages on website) are now available in a mobile format. The format is Google’s new AMP  (Accelerated Mobile Pages.)  You may have to configure your browser […] Read More

15 October 2018 Monday Trade Commentary

Corn:  This is a follow up to comments posted here on October 11, 2018 under the heading Corn.   Since the WASDE report on Thursday, 11OCT18, the DEC18 Corn futures closed on Friday at 373.25.   In my comments […] Read More

11 October 2018 Thursday Trade Commentary

Crude Oil:  All the talk of $100 a barrel crude has disappeared.   Oil prices were driven up by too much supply disruption premium due to the hurricane Michael, the effectiveness of Iranian sanctions was over […] Read More

08 October 2018 MONDAY Trade Commentary

Corn: December Corn closed at the highest level since August 21st on Friday.  The USDA/WASDE monthly (World Ag Supply-Demand Estimate) is to be released at Noon (Eastern Time/NYC) this Thursday, October 11.   The market is […] Read More

01 October 2018 MONDAY Trade Commentary

Corn:  Even though I exited my 400 DEC18 corn CALLs, some of you may still be in that or a similar trade – so I’ll comment on it.  The DEC18 Corn closed on Friday at 356.50  […] Read More

24 September 2018 MONDAY

24 September 2018 MONDAY Corn:  The USDA/WASDE report on September 12 reported a record yield per acre of 181.3 bushels for the US crop and ending stocks forecast at 1.774 billion bushels.  This yield is 5 […] Read More