February 2017


Morning Dairy Comments, 02/27/2017

Monday, February 27, 2017

General Market News · Mexico warns U.S. it’ll cut of NAFTA talks if tariffs proposed https://goo.gl/1hMJrC · Oil gains as bullish bets on rising prices hit record high https://goo.gl/K23BJo · Dairy added $7.8 billion to NZ GDP, report says https://goo.gl/7oYiC5 · Cooperative mergers shrink... Learn More →


Wheat Report, 02/27/2017

Monday, February 27, 2017

The market is unfazed by the below-freezing temperatures over the weekend for the winter wheat crop, which shouldn’t be an issue, even for the areas coming out of dormancy. Traders will be watching for stories of adverse effects, but it will be a few weeks before anything is really known. CFTC... Learn More →


Morning Dairy Comments, 02/24/2017

Friday, February 24, 2017

General Market News · US stock market world’s third best since 1900 https://goo.gl/H800wE · Stock futures drop with crude oil price declines https://goo.gl/af8JFb · Farmers in Northern Ireland should prepare for a ‘world without direct subsidies’ https://goo.gl/Ga0JtF · China says no intention of... Learn More →


Soybean Report, 02/24/2017

Friday, February 24, 2017

Trying to finish the week on an up note will take some effort and cash flow. So far the bulls have to be thankful that this was only a 4-day week. Looks like nearly ¾ of the China sales were simply unknown being designated. Exports are out and they are not supportive, below estimated low end on... Learn More →


Soybean Report, 02/22/2017

Wednesday, February 22, 2017

Beans continued to see selling pressure for the 3rd trading session in a row, with palm oil lending no support with a 48 point fall to boot. Chatter of the lack of sales in S. America comes on the heels that producers are skittish of putting much on the book after last years over commitments last... Learn More →


Morning Dairy Comments, 02/22/2017

Wednesday, February 22, 2017

General Market News · Australian cattle arrive in China boosting burgeoning bovine trade https://goo.gl/PazB7y · Russia overtakes Saudi Arabia as world’ top crude oil producer https://goo.gl/BoSHHn · Euro slips, Bonds gain as investors turn cautious https://goo.gl/dPgrpS · Federal Reserve to... Learn More →


Morning Dairy Comments, 02/17/2017

Friday, February 17, 2017

General Market News · EU Milk Collections for 2016 up 0.47% · 'Biggest storm of winter' to unleash flooding rain in California today · Kraft-Heinz confirms merger proposal with Unilever was declined https://goo.gl/jYQ66d · China closes live poultry markets amid deadly flu outbreak... Learn More →


Soybean Report, 02/17/2017

Friday, February 17, 2017

The pummeling that began yesterday has continued overnight. With a 3-day weekend for the markets, we will still should see some evening of positions today which will keep pressure on the longs to exit. Expectations for SA continue to grow as yields have bordered on phenomenal, just like the US this... Learn More →


Soybean Report, 02/16/2017

Thursday, February 16, 2017

Nice rally yesterday in light volume, but decent OI gains across the complex. Export sales disappointing in products and slightly positive in beans as it exceeded a very low bar as we are finally beginning to feel the SA effect of NC movement. NOPA crush numbers exceeded ideas by 1.5 MMT on crush,... Learn More →


Morning Dairy Comments, 02/16/2017

Thursday, February 16, 2017

General Market News Equity markets are weaker with the Nikkei down 0.47%, in Europe the Stoxx index is down 0.34% and the S&P futures are down 5 points. Brazilian REAL continues to firm up, USD weaker today. · Gamco joins fight against Lactalis’s Parmalat bid · Philly Fed index rockets to... Learn More →


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