Currently viewing the tag: "Fundamental Analysis"

Morning Softs. 09/27/16

On September 27, 2016 - 9:42 AM By

COTTON
General Comments: Cotton futures were narrowly mixed. Support came from private forecasts for a tight market overseas from Commerzbank. They expect Indian prices to stay high and they also expect increased buying from China in the world market. However, it is harves time and a hard time to put a big rally together. […]

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Morning Softs. 09/26/16

On September 27, 2016 - 8:30 AM By

COTTON
General Comments: Cotton futures moved sharply lower on Friday. The US harvest is expanding, but the intial quality reports show that the Cotton so far is not real good. A poor quality crop could hurt demand if the trend continues. The market still appears ready to move higher over time, but could move […]

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Morning Grains. 09/26/16

On September 27, 2016 - 8:28 AM By

DJ Summary for September USDA Monthly Cattle-on-Feed Data
Data from the U.S. Department of Agriculture’s monthly cattle-on-feed report, released at 3 p.m. ET Friday, and analysts’ estimates as compiled by the Wall Street Journal.
Numbers USDA’s Average Range
2016 2015 estimated of analysts’ of analysts’
% of prev yr estimates estimates

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The markets are acting like they lost their luster after too much sleep before the Fed announcement and the thrill is gone with euphoria while investors hurry up and wait like the U.S. Marines only to have the inevitable happen later or rather than sooner. There are gravestones and cemetery plots of the men and […]

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Saudi Arabia is making an incredible offer to try to close the deal on a production freeze at the meeting in Algiers. The word on the street is that Saudi Arabia is offering to cut its oil production if Iran agrees to freeze theirs. The key to any production freeze, once again, comes down to […]

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Morning Grains. 09/22/16

On September 22, 2016 - 10:20 AM By

DJ U.S. Export Sales: Weekly Sales Totals – Sep 22
For the week ended Sep 15, in thousand metric tons, except cotton in
thousand running bales. Net changes in commitments are gross sales,
less cancellations, buy-backs and other downward adjustments. Total
commitments are total export shipments plus total sales.
The […]

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Morning Softs. 09/22/16

On September 22, 2016 - 9:35 AM By

Alerts History
• 22-Sep-2016 04:42:40 AM – INDIA’S 2016/17 SUMMER-SOWN RICE OUTPUT SEEN AT RECORD 93.88 MILLION T- GOVT
• 22-Sep-2016 04:42:46 AM – INDIA’S 2016/17 SUMMER-SOWN TOTAL GRAINS SEEN AT RECORD 135.03 MILLION T – GOVT
• 22-Sep-2016 04:44:07 AM – INDIA’S 2016/17 SUMMER-SOWN CORN OUTPUT SEEN AT 19.30 MLN T […]

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Overshadowed. The Energy Report 09/22-16

On September 22, 2016 - 7:37 AM By

The oil market overshadowed the “transparent” Fed with a spectacular drawdown in crude oil inventory. Also signs that OPEC is close to a deal to freeze production and an oil worker strike in Norway all added up to a volitive day in energy. Despite the Fed rhetoric about making sure traders knew that this was […]

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The Fed kept rates in check but Janet Yellen offered some hawkish comments that Rates could be raised at the December FOMC meeting if they deem there is enough economic growth after the election and be a Scrooge. We will need fantastic Jobs, GDP and Manufacturing data for this to be a good move. In […]

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AgMaster Report 9/21/16

On September 21, 2016 - 2:53 PM By

Written 9/19/16 NOV SOYBEANS Since Aug 1,the USDA has issued two crop estimates – 4.06BB & 4.20BB! In mid-Aug, the Pro Farmer Tour predicted a 4.09 BB crop! So there you have it! 4.0 – 4.2BB – a range the mkt has traded on for 6 weeks! Based on early yield reports & typical harvest […]

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Morning Grains. 09/21/16

On September 21, 2016 - 10:22 AM By

WHEAT
General Comments: Wheat closed a little higher in sympathy with the rallies in Corn and Soybeans. Minneapolis closed lower due to the increased Canadian production estimates from StatsCan. However, the estimate was model based and not survey based and could change quite a bit once the harvest is complete. Plus, there is talk […]

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Morning Softs. 09/21/16

On September 21, 2016 - 9:33 AM By

COTTON
General Comments: Cotton futures closed higher as more rain is forecast for production areas that could cause harvest delays. Harvest progress has been slow, but there is time as just half of the bolls are now open. The forecasts implied that the harvest will stay slow and also that there could be some […]

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