Session Summary: Thursday’s session was interesting in that a number of markets saw follow-through activity from Wednesday, while not much has changed fundamentally. The first sector that jumped out at [...]

Session Summary: With Wednesday drawing to a close, did anything change dramatically across the commodity complex? Let’s start at the top, with the US dollar index and euro. The greenback [...]

Session Summary: Picture Tuesday’s session in the commodity complex like a double-stuff cream cookie. You know, the ones with a cookie exterior and double the cream filling on the inside. [...]

Session Summary: I don’t want the title of Monday’s Afternoon Commentary (Lasagna Time) to be confused with one of the principles I occasionally discuss, “The Lasagna Likeness”. The latter has [...]

Session Summary: Two things stuck out to me in the big market picture Friday. First, following Thursday’s meltdown out in the Barn my friend in the cattle industry gave me [...]

Session Summary: For all intents and purposes, we can close the book on July as far as markets go. Yes, I know, there a couple sectors still chugging toward the [...]

Session Summary: While the US Federal Open Market Committee left the Fed fund rate unchanged between 4.25% and 4.5% Wednesday, as expected, there were some interesting aspects to the meeting [...]

Session Summary: Tuesday was one of those days when you could feel yourself aging. At least I could. That being said, a number of markets made interesting moves, setting the [...]

Session Summary: As I ran the traps of the various sectors of the commodity complex, and the individual markets within those sectors, I found the consistent theme to be commercial [...]

Session Summary: Who would’ve thought Watson, the computer algorithm driven investment industry, could succumb to the heat of a normal summer just like the humans it has replaced. Think about [...]

Session Summary: One of the questions that keeps coming up this week is if the announced “trade deals” by the US administration will spark increased grain exports. My best response [...]

Session Summary: The idea of “Irresistible Forces and Immovable Objects” came to mind as I looked at markets Monday afternoon. Let’s start on the irresistible side. The concept of markets [...]

Session Summary: A look at the quote screen Friday afternoon and the first thing that came to mind was the legendary Mel Allen’s saying, “How a-bout that!”[i]. A friend called [...]

Session Summary: It took me a long time to come up today’s theme. Why? Because as you can tell by the title of this Afternoon’s Commentary – Themeless Thursday – [...]

Session Summary: What did we learn Wednesday? Things don’t have to make sense. Ever. No matter how illogical something seems, how seemingly silly the scenario, decisions are going to be [...]

Session Summary: As the positioning week came to an end across the commodity complex Tuesday, the question up for debate at the local watering hole this afternoon and evening could [...]

Session Summary: As part of the normal weekly lineup, Frantic Friday is usually followed by a Manic Monday, completing the Wrap-around Weather-market Weekend (WWW) Activity. An initial glance at the [...]

Session Summary: I think I mentioned this morning how last week felt long, despite having a day off for yet another US holiday while this week seemed to be whizzing [...]

Session Summary: As I sat and thought about the theme of today’s Afternoon Commentary, I was leaning toward discussing it as a typical Throwaway Thursday[i]. But there were some interesting [...]

Session Summary: If I had to summarize today’s session with one sentence it would be, “Well, it was a Wednesday.” It wasn’t great, nor was it terrible, unless you were [...]

Session Summary: Before writing today’s Afternoon Commentary, I searched for “Straightest Road in the US”. Why? Because today could’ve been a Turnaround Tuesday, but it wasn’t. In fact, there were [...]

Session Summary: A look at the quote screen Monday afternoon and there is as a noticeable difference between those markets viewed as weather derivatives and those that aren’t. In the [...]

Session Summary: Whether you consider July 2 or July 4 as the real US Independence Day or think of this particular celebration as nothing more than National Subsidizing China by [...]

Session Summary: A look at the Barchart Futures Market Heat Map Wednesday afternoon and we see in the commodity complex all but Livestock, Financials, and Softs were solid higher. However, [...]

Session Summary: Tuesday’s cattle markets were brought to you by the government of the United States via USDA. Late Monday, a friend in the cattle industry got in touch with [...]