WILL USDA MESS WITH DEMAND?
AUDIO COMMENTARY
Corn feed usage
Have to be aware of the downside risk in cattle
The volatility is here in commodities
USDA not expected to show much
Estimates are tiny changes
Some think bean story could get very tight
Will the market be disappointed if we don’t see any balance sheet changes tomorrow?
How will the USDA mess with corn demand?
We don’t have extra 8 mmt of beans for China
Soybeans moved 50 cents in 20min last week
Balance sheets aren’t tight today, but we are one disappointment crop from a totally different situation
Corn options cheap, wheat options reasonable
If you have basis contracts for end of month
Basis and spreads in soybeans
Don’t wait to price until the end
We are oversupplied in grains, but it wouldn’t take much for the narrative to change
Guys that don’t have storage need to be more proactive in new crop
Listen to today’s audio below
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USDA ESTIMATES
Past Sell or Protection Signals
Feb 6th: 🌽 🌱
Corn & soybean sell signal & hedge alert.
Feb 4th: 🌱
Soybean sell signal & hedge alert.
Dec 11th: 🐮
Cattle sell signal & hedge alert.
Dec 5th: 🐮
Cattle sell signal & hedge alert.
Nov 17th: 🌱
Soybean sell signal & hedge alert.
Nov 13th: 🌽 🌱
Managing risk in corn & beans ahead of USDA report.
Oct 28th: 🌽
Corn sell signal & hedge alert.
Oct 27th: 🌱
Soybean sell signal & hedge alert.
Oct 13th: 🐮
Cattle sell signal & hedge alert.
Aug 22nd: 🌱
Soybean sell signal & hedge alert.
July 31st: 🐮
Cattle sell signal & hedge alert.
July 10th: 🐮
Cattle sell signal & hedge alert.
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June 5th: 🐮
Cattle sell signal & hedge alert.
June 2nd: 🌾
MPLS wheat sell signal.
April 10th: 🌽
Old crop corn sell signal.
March 19th: 🐮
Cattle hedge & sell signal.
Feb 18th: 🌽 🌾
Old crop KC wheat & old crop corn signal.
Jan 23rd: 🌽 🌱
Corn & beans old crop sell signal.
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Jan 15th: 🌽 🌱
Corn & beans hedge alert/sell signal.
Jan 2nd: 🐮
Cattle hedge alert at new all-time highs & target.
Dec 11th: 🌽
Corn sell signal at $4.51 200-day MA
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Oct 2nd: 🌾
Wheat sell signal at $6.12 target
Sep 30th: 🌽
Corn protection signal at $4.23-26
Sep 27th: 🌱
Soybean sell & protection signal at $10.65
Sep 13th: 🌾
Wheat sell signal at $5.98
May 22nd: 🌾
Wheat sell signal when wheat traded +$7.00
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