Friday, December 04, 2015


Aussie Harvest, 12/04/2015

Friday, December 04, 2015

Screenings (small grains) an issue in a number of areas “Road Train” “Road Train” ASW 9%pro wheat stack, elevator customer (Dubbo NSW) Canola harvest in the same “marginal area”. “Marginal” Wheat Country – Western edge of the central NSW belt (trees are left for livestock shade... Learn More →


Perspective: Morning Commentary, 12/04/2015

Friday, December 04, 2015

December 4 – The markets anticipate and react when events differ from expectations. Such was the case Thursday when the European Central Bank failed to expand its asset purchasing program, but merely extended it instead. The euro rallied more than 3% at times during the day, causing more than a 2%... Learn More →


Wheat Report, 12/04/2015

Friday, December 04, 2015

Buyers lifted the market on Thursday, as the USD plummeted on news that the European Central Bank is extending its QE and not increasing monthly purchases. Funds knocked 9k contracts off the CME wheat short, taking the net position to 57k contracts short. The extended forecast shows increased... Learn More →


Morning Dairy News, 12/04/2015

Friday, December 04, 2015

Excess of dairy may be at 400,000 tons across the world: USDEC http://bit.ly/1XFyc4l The US Dairy Export Council says it could be another 12 months before supply and demand meet http://bit.ly/1ItpD5C High global milk supply, bearish commodity sentiment & lackluster import demand from China... Learn More →


Morning Livestock Report, 12/04/2015

Friday, December 04, 2015

Live cattle futures gapped sharply lower yesterday morning and traded weaker from there, with the nearby Dec contract down the expanded $4.50 limit at one point yesterday morning. This as we saw additional cash cattle trade develop in the South at mostly $124 (with some $125), down from a $126-127... Learn More →


Morning Dairy Report, 12/04/2015

Friday, December 04, 2015

General Market News · Economy adds 211K jobs in November with unemployment rate at 5% · U.S. Stocks up slightly this morning after suffering the biggest selloff in more than two months yesterday · Japanese stocks slide the most in two months after ECB disappointment · OPEC set to maintain output... Learn More →


Morning Grain Comments, 12/04/2015

Friday, December 04, 2015

Soybeans paused overnight after a strong couple of weeks, with the dollar predictably taking back some of its massive losses; the trade doesn't see next week’s USDA S&D changes amounting to much either... France’s Ag Ministry is estimating winter soft wheat plantings at 5.22 million hectares... Learn More →