Currently viewing the category: "Market Commentaries"

Funds Long + Cash Sales & SA Weather + US Trade Policy. The Corn & Ethanol Report 02/07/2025

On February 7, 2025 - 9:30 AM By

We kickoff the day with Non Farm Payrolls, Unemployment Rate, Average Hourly Earnings MoM & YoY, Participation Rate, Average Weekly Hours, Government Payrolls, Manufacturing Payrolls, […]

Continue Reading →

The New Trump World Oil Order. The Energy Report 02/07/2025

On February 7, 2025 - 7:48 AM By

 President Trump is like the pied piper of oil as the market continues to move on the latest Trump Truth Social posts or moves. Yesterday oil […]

Continue Reading →

Dastardly Deeds. The Energy Report 02/06/2025

On February 6, 2025 - 8:47 AM By

Oil prices are on the rise. It has key support as Saudi Arabia has enough confidence in global oil demand to raise prices and the […]

Continue Reading →

DOGE & DEFICITS. The Corn & Ethanol Report 02/06/2025

On February 6, 2025 - 7:23 AM By

We kickoff the day with Challenger Job Cuts at 6:30 A.M., Export Sales, Initial Jobless Claims, Nonfarm Productivity QoQ Prel, Unit Labour Costs QoQ Prel, […]

Continue Reading →

AgMaster Report – 02/05/2025

On February 5, 2025 - 9:59 AM By

MAR CORN To say the least, we’ve had an extremely volatile 1st two days of Feb as Trump at first implemented 25% tariffs on Mexico […]

Continue Reading →

Greatly Exaggerated. The Energy Report 02/05/2025

On February 5, 2025 - 9:12 AM By

There’s a lot of exaggerations going on. I pointed out that it’s an exaggeration to believe that tariffs cause inflation. It was a great exaggeration […]

Continue Reading →

Funds & Markets Following the Master Negotiator. The Corn & Ethanol Report 02/05/2025

On February 5, 2025 - 8:39 AM By

We kickoff the day with MBA 30-Year Mortgage Rate, MBA Mortgage Applications, MBA Mortgage Market Index, MBA Mortgage Refinance Index, and MBA Purchase Index at […]

Continue Reading →

3000 Quest. Manic Metals Report 02/05/2025

On February 5, 2025 - 8:35 AM By

The gold market is on its quest to hit $3000 an ounce after making another record high price yesterday on top of that we’re starting […]

Continue Reading →

Tariff Pause & South American Weather Supportive Near-Term. The Corn & Ethanol Report 02/04/2025

On February 4, 2025 - 8:12 AM By

We kickoff the day with Redbook YoY at 7:55 A.M., JOLT’s Job Openings, Factory Orders MoM, Factory Orders ex Transportation, and JOLT’s Job Quits at […]

Continue Reading →

Holy Guacamole! The Energy Report 02/04/2025

On February 4, 2025 - 8:08 AM By

Democratic Minority Leader Senator Chuck Schumer can rest easy as both Canada and Mexico were able to get a 30 day pause in tariffs yesterday. […]

Continue Reading →

Sometimes It’s Not A Bluff. Ag Marketing Report 02/03/2025

On February 3, 2025 - 8:53 AM By

Last week, and for much of this week, the market was calling the move for a February 1 tariff deadline on Mexico, Canada, and China […]

Continue Reading →

Revenues & Tariffs – The Art of the Deal. The Corn & Ethanol Report 02/03/2025

On February 3, 2025 - 8:33 AM By

Good Morning! We kickoff the day with S&P Global Manufacturing PMI Final 8:45 A.M., ISM Manufacturing PMI, ISM Manufacturing Employment, Construction Spending MoM, ISM Manufacturing […]

Continue Reading →