Sunday Night Markets
A couple headlines stood out to me Sunday afternoon and evening. First, from CNBC. com: (The US president) warns Iran to 'get moving' or 'there won't be anything left. Right...Anyway, [...]
A couple headlines stood out to me Sunday afternoon and evening. First, from CNBC. com: (The US president) warns Iran to 'get moving' or 'there won't be anything left. Right...Anyway, [...]
USDA announced sales of 155,000 mt of 2025-2026 soybean cake and meal to Italy.
USDA announced sales of 252,000 mt of soybeans to unknown destinations. 120,000 mt for the 2025-2026 marketing year 132,000 mt for the 2026-2027 marketing year
The April Producer Price Index (PPI) numbers came in Wednesday morning: PPI = 1.4% versus the expected 0.5% and the previous 0.7% Core PPI = 0.6% versus the expected 0.3% [...]
Well, it didn't take long for this to turn into a TACO Tuesday. From the Wall Street Journal (courtesy of my friend in the cattle industry: (The US president) Delays [...]
Monday's round of headlines comes from the Wall Street Journal (WSJ). My friend in the cattle industry sent me a message that read, "Happy Headlines in Cattle". I was looking [...]
USDA announced export sales Monday morning: 380,000 mt of corn to Mexico 220,000 mt for 2025-2026 160,000 mt for 2026-2027 128,000 mt of 2025-2026 corn to South Korea
Let's do some reverse engineering this evening. The Energies sector is in the green across the board with WTI crude oil up $2.55 (2.7%) Brent crude up $2.60 (2.6%) Diesel [...]
Here are the links to Thursday’s Markets Now discussion with Michelle Rook: Farm Journal YouTube and Farm Journal TV: (LINK) Markets Now Audio Podcast: (LINK)
USDA announced sales of 148,240 mt of corn to unknown destinations. 78,240 mt for the 2025-2026 marketing year 70,000 mt for the 2026-2027 marketing year
As expected, the US Federal Reserve left the Fed fund rate  unchanged, the range to between 3.5% and 3.75%. However, according to a CNBC piece posted by Jeff Cox, the [...]
Well, at least we know the next country the US president will invade - Germany. From CNBC U.S. is 'being humiliated by Iran', says Germany's Merz, as Europe's patience wanes; [...]
As I mentioned this morning, the key Sunday headline had to do with the US envoy not going to a meeting that was never schedule. Early market response is as [...]
Let's consider this the early edition of Sunday's headlines as I'm sure there will be more before markets open later today. For nor, from CNBC: (The US president) cancels envoy [...]
As I've talked about for the last number of weeks, the pattern of headiness and not necessarily the Truth Social media posts designed to manipulate markets has become predictable. The [...]
Here are the links to Thursday’s Markets Now discussion with Michelle Rook: Farm Journal YouTube and Farm Journal TV: (LINK) Markets Now Audio Podcast: (LINK)
Tuesday afternoon, I had the opportunity and privilege to talk with Michele Steele as a guest on StocktwitsTV. You can watch our conversation here: (LINK)
USDA announced sales of 130,000 mt of 2025-2026 corn to unknown destinations.
USDA announced export sales Tuesday morning: 100,000 mt of 2025-2026 corn to Colombia 195,000 mt of 2025-2026 corn to unknown destinations
First, the headline(s). From CNBC.com (LINK): U.S. struck, seized Iranian-flagged ship Tusk in Gulf of Oman, (the US President says) Does this sound familiar? It was the same thing we [...]
Do you recall from Friday when the Strait of Hormuz was declared "COMPLETELY OPEN AND READY FOR BUSINESS" by the US president in a not necessarily the Truth Social media [...]
The Energies sector has fallen off a cliff Friday morning. A quick "news" search finds the headline, "Iran says the Strait of Hormuz is safe to pass for all vessels". [...]
UPDATE Given Energies were higher and US stock indexes were lower early Wednesday morning, we had to know this next headline was coming. From CNBC.com: Iran war 'very close to [...]
USDA announced export sales Tuesday morning: 316,000 mt of corn to Mexico 65,000 mt for 2025-2026 139,000 mt 2026-2027 112,000 mt for 2027-2028 120,000 mt of 2025-2026 corn to unknown [...]
As you would expect given market action overnight, Tuesday's headlines are a mixed bag. Keep in mind late Sunday (if I recall) we saw/heard the US president threaten a blockade [...]