September 2015


Morning Grain Comments

Wednesday, September 30, 2015

Matt Zeller Trade estimates aren't indicating any big surprises in today's stocks report but the market will always be on high alert for these quarterly releases, with a tendency towards bearish corn figures in the past; at any rate, the focus is sure to shift back to a swift harvest campaign... Learn More →


Morning Dairy Comments

Wednesday, September 30, 2015

General Market News · U.S. added 200,000 private sector jobs in September · Russians tell U.S. to remove warplanes from Syria · Asian currencies have worst quarter in seven years · Euro-Area inflation rate turns negative as ECB debates stimulus · Dollar falls against yen as stocks, oil sell... Learn More →


Morning Livestock Report

Wednesday, September 30, 2015

Adam Stout The cattle markets traded sharply lower from the get go yesterday, settling down the limit in both the feeders and the fats. Nearby Oct live cattle were synthetically trading down another $1.75 on the close yesterday, on top of the $3.00 daily limit. This sharply lower midweek move... Learn More →


Morning Dairy Comments

Tuesday, September 29, 2015

Robert Chesler General Market News NASA detects liquid water on Mars Obama, Putin talks 'surprisingly open' after frosty beginning EPA overhauls rules for pesticide use on farms Chinese stocks decline most in a month in Hong Kong India central bank cuts key rate to 6.75% Idaho dairy farmers... Learn More →


Morning Grain Comments

Tuesday, September 29, 2015

The grains again tried the upside early last night but found the going too tough; crop progress numbers wouldn't support a rally at this point in the season, and the next big fundamental release is the quarterly stocks report tomorrow which has been prone to bearish misses in the recent past...... Learn More →


Morning Grain Comments

Monday, September 28, 2015

The grains look good on the charts to open the week, despite SX falling from an initial spike; harvest is really rolling but weather forecasts do look quite a bit less beneficial on that front, coming out of the weekend... Ukraine's Ag Min reported grain exports since July 1 at 8.86 MMT, including... Learn More →


Morning Livestock Report

Monday, September 28, 2015

Saying the cattle markets had an "emotional" week last week would probably be an understatement... limit lower Wednesday, reversal on Thursday, and limit higher on Friday. December live cattle futures synthetically traded near $138.20 on Friday afternoon, another $1.20 higher beyond the $3.00... Learn More →


Morning Livestock Report

Friday, September 25, 2015

Following Wednesday's limit lower trade, cattle futures continued on that path through most of the session yesterday, trading to fresh contract lows across all months. But making this week even more bizarre was the sharp rally witnessed in the afternoon hours, with the Dec live cattle contract... Learn More →


Weekly Insider - December Soybean Meal

Friday, September 25, 2015

Robert Chesler The December soybean meal has mustered a brief respite from the selling pressure that has dominated the week, finding a measure of support along the lower Bollinger Band. The market has been consolidating around the 303.0 level, unwilling or unable to challenge the upside resistance... Learn More →


Morning Grain Comments

Friday, September 25, 2015

Nov beans completely dominated the overnight session with a steady rise throughout; China is ceremonially committed for exports this year but paces remain slow thus far. More interesting going into next week's Sept stocks report is an old-crop carryout that just continues to tighten... South Korean... Learn More →