Tag Archives: Fontanelle Final Bell

Quiet start with the livestock.  Tone of the beef is just okay…macro’s have Brad concerned just a bit.  Cash cattle.  Average weights are disturbing.  Year on year comparisons come in higher.  Is the market tired for the cattle?  Hogs continue to torment.   New virus in China-how is that going to affect the markets & heading into the Chinese New Year Celebration.  Beans took it in the shorts-is it weather in South America, corn did better but problems talked about it in a variety including wheat.

 

Why have the markets been down so much since the phase one trade deal came out? What are some of the details of the trade deal that you found encouraging? Are there parts of the trade deal that concern you? What does the market focus on now going forward?
How does the corn export demand look? How does the corn ethanol demand look? What does it take to turn the market back higher?

Tomorrow’s signing day with China.  A lot of stories about what be included.  WTO guidelines.  Chinese imports.  Bird flu update for China.  Turkey’s in Northern Hungary as well.  We continue to see tight ethanol supplies.  Weather updates for South America.  Corn harvest 2% done in Brazil. Global wheat crop.  Livestock market & what China’s hog market looks like.  Some short term technical on cattle.

 

China…they are scrapping their ethanol program & what does that mean?  GCI China talks of lifting duties on DDG’s.  Ethanol mandate by 2020, was never bought into.  Due to weather, the USDA report delayed until Friday along with the WASDE report.  Political talk making national news, is the current issues with Iran having any effect on the markets?  ASF hits again in Bulgaria.  Consolidation in the cattle as they wait for the cash to fully develop.

 

Quiet grain trade, full trading week, coming out of holidays, focus turning towards taxes.  China signing, USMCA talk.  Political action, South America.  Now into an election year.   USDA report out on Friday.  Corn & wheat lower, beans higher.  Struggles in Australia & the effects on the U.S. markets.  Strong start to the marketing week for cattle.  Is there a chance for a pull back on cattle Tuesday?

 

Looking at next weeks USDA report due out January 10.  Fresh money flowing into the market, is there limit to the downside?  Basis will continue strong but how will that compete with the ethanol market.  China signing phase one January 15th.  China in the market for more ethanol.  Cattle started 2020 in the negative.  Thoughts on the cattle weights with above temperatures.

How would you summarize the corn and soybean markets for 2019?
What is currently impacting the corn and soybean markets?
Trend following funds are short corn and soybean.
Palm Oil
Possible Trade Deal with China
South American Weather
Why are the funds still short the corn and soybean markets?
How is Palm Oil impacting the soybean market?
What is the latest on Trade Deal with China?
How does South American weather look?
What will marketing corn and soybeans be like in 2020?

As news unfolds of a possible trade deal with China Jeff Peterson, Heartland Farm Partners, looks at what could happen to the markets going forward.

Peterson addresses the question as to why the USDA didn’t change the corn or soybean yield in the December WASDE and what could happen in the January report. Peterson also looks at the other supply and demand factors influencing the markets and how producers may utilize the current conditions in their marketing plans.