As mentioned in Thursday's Morning Commentary, as well as recent Weekly Analysis SRW segments, the National SRW Wheat Index tends to post a low weekly close the fourth week of [...]

As I mentioned in Thursday's Morning Commentary, US boxed beef markets have jumped in early August. Wednesday afternoon USDA reported (putting an automatic asterisk on the information): Choice at $374.86 [...]

Like a number of other markets, October live cattle could get interesting by the time we get to the end of this week. Based on the contract's seasonal studies, the [...]

The seasonal study for the National Soybean Index (NSI) is bearish. There's no other way to say it, or sugar coat it for those still holding onto bullish bean dreams. [...]

A friend in the brokerage industry called Thursday to talk about possible option strategies in new-crop soybeans. The idea was to sell out-of-the-money put options underneath existing positions ahead of [...]

I had a question come in about what to do with unpriced HRW wheat as the 2025 harvest starts to gain momentum. Let me begin by saying I understand why [...]

It will be interesting to see how the National Corn Index, the national average cash price and the corn market's intrinsic value, plays out over the coming days, weeks, and [...]

My friend in the cattle industry made an interesting observation Wednesday morning, messaging me with, "The August on back is the head scratcher in spreads". A look at the spread's [...]

In my latest Weekly Column (Sunshine On My Shoulders) I discussed the summer seasonal tendencies of the various grain markets. But there are also some interesting patterns out in the [...]

A Reminder: I will be out of the office following Tuesday’s Afternoon Commentary. See This Week’s Schedule in Quick Takes for more information on when I’ll get things caught up [...]

The US boxed beef markets are rolling again with Tuesday afternoon's reported prices - albeit from USDA meaning there is an automatic asterisk attached - coming in at: Choice = [...]

Seasonal Analysis: Bearish The new-crop July HRW contract tends to rally from the first weekly close of December through the second weekly close of May. The 5-year index shows an [...]

Seasonal Analysis: Bullish The November futures contract tends to rally from the last weekly close of November through the first weekly close of June Gaining an average of 4% (10-year [...]

Seasonal Analysis: Dec corn tends to rally from the third weekly close of March through the second weekly close of May Gaining an average of 4% (10-year index, blue line) [...]

As mentioned in Friday's Morning Commentary, as well as the April 1 Monthly Supply and Demand Commentary, the National Corn Index has finally moved into its normal seasonal uptrend. A [...]

The National Corn Index was priced near $4.3175 last Friday putting available stocks-to-use at 12.3%, as compared to the end of March $4.2675 and 12.4%. Seasonally, the Index tends rally [...]

The subject of cash corn came up Tuesday, though with all that is going on I don't recall in what context. I do know that I had it written on [...]

On Monday's Agriculture of America talk show I talked with host Jesse Allen about the seasonal switch in the Energies sector from distillates (heating oil, diesel fuel, jet fuel, etc.) [...]

Those of you who have been with me for a while know I track the Nov soybean/Dec corn futures spread from the start of September through the end of February [...]

Those of you who have been with me for a while know I track the Nov soybean/Dec corn futures spread from the start of September through the end of February [...]

I did a number of interviews last week, and nearly every one of them (as best as I can recall) eventually touched on the US boxed beef market. This is [...]

Those of you who have been with me for a while know I track the Nov soybean/Dec corn futures spread from the start of September through the end of February [...]

As I mentioned in Thursday's Morning Commentary, natural gas looks to be solidly in its bullish seasonal pattern. The normal tendency is for the spot-month contract to begin its uptrend [...]

Those of you who have been with me for a while know I track the Nov soybean/Dec corn futures spread from the start of September through the end of February [...]

As discussed Monday with December Corn, the US government insurance base price for soybeans is set during February using the average daily closing price for the November Soybean futures contract. [...]