MAY BEANS Once again, bearish Macro events have pressured beans – however, losses have been mitigated by positive supply/demand fundamentals! The Banking Crisis from last […]
Continue Reading →MAY BEANS This morning, the mkt witnessed a classic confrontation between bearish Macro events & bullish fundamentals – which opened the mkt sharply lower but […]
Continue Reading →MAY BEANS May Beans continue to be the beneficiary of the intensifying Argentine drought with the latest estimates of 30-32 MMT (1st est – 48)! […]
Continue Reading →MAR BEANS Given the recent carnage in Mar Corn (down .50) & Mar Wht (down 1.00) since mid-Feb & considering the record bean Brazilian Bean […]
Continue Reading →MAR BEANS A continuing drought in Argentina opened the mkt higher – but macro concerns about the Feds ongoing program of raising interest rates to […]
Continue Reading →MAR WHT The Mar Wht contract was the beneficiary of an escalation of the Russian-Ukraine conflict – as fears mounted the increased bombings could jeopardize […]
Continue Reading →MAR BEANS A Chinese surveillance balloon was shot down over the Atlantic on Saturday heightening trade friction between China & the US – forcing the […]
Continue Reading →MAR WHT With the recent decision by NATO to ship tanks to Ukraine to fortify their “war effort”, the mkt is adding a “war premium” […]
Continue Reading →MAR BEANS Widely forecast Argentine rains actually happened over the W/E – forcing heavy fund liquidation of bean & meal positions – as the mkt […]
Continue Reading →MAR CORN Mar Corn is off to a rough-and-tumble start to 2023 – succumbing to a rainy Argentine forecast, a soaring US Dollar & a […]
Continue Reading →MAR BEANS Mar Beans had a terrific start to this week’s trade Mon -rallying nearly 40 cents off a re-opening of China, Argentine dryness & […]
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AgMaster Report 03/29/2023
MAY CORN China has embarked on a very aggressive buying program – making Flash 8am buys of US Corn 10 of the last 11 trading […]
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