Tag Archives: weather

Expect a dry, warm winter in the south, and cooler, wetter, conditions in the North, according to the National Oceanic and Atmospheric Administration.

NOAA last week released its U.S. Winter Outlook, indicating weather impacts from an ongoing La Nina. Forecasters at NOAA’s Climate Prediction Center are also closely monitoring persistent drought during the winter months ahead. Currently, large areas of drought extend over the western half of the U.S., with parts of the Northeast also experiencing drought and near-record low stream flows.

Wetter-than-average conditions are most likely across the northern tier of the U.S., extending from the Pacific Northwest, across the Northern Plains, Great Lakes and into the Ohio Valley, as well as Hawaii and northern Alaska.

The ongoing La Nina is expected to expand and intensify drought across the southern and central Plains, eastern Gulf Coast, and in California during the months ahead. However, drought conditions are expected to improve in the northern Rockies, Northwest, New England, Alaska and Hawaii over the coming months.

 

  • Continuation of the status quo
  • Many wondering where the stock is in China
  • Will their buying keep up in the short term?
  • Harvest progress is moving along quickly
  • South America forecast is getting better
  • Black Sea region is still tough
  • Basis in the country
  • Is the down trend in the cattle going to turn around?
  • How is cash holding up?
  • COF on Friday

 

  • Wheat is the most confusing market right now
  • Light buyer support for soybeans
  • Dry weather concerns
  • Corn isn’t really expensive…yet beans have some good value
  • Cattle had some struggles in the trade, falling off the cliff today
  • Make sure you remember what kind of year this is-does that set the stage for 2021
  • Does the downtrend in cattle set the tone for cash this week?

 

  • Fundamental news is bullish
  • Funds position on the December cattle-risk off attitude
  • Election still has a “hold” on the markets
  • Why are cash bids so low?
  • Is the stock market worried about the election?
  • Seeing a decline in the grade…does that mean we are getting current?
  • How are weights?
  • Fund liquidation vs. good fundamentals
  • Hogs…continue to have export news to China
  • Tech picture on the hogs looks good
  • Hogs vs. cattle in the trade
  • Oct hogs go off the board tomorrow
  • Farmers selling beans…did it happen to soon?
  • Grain summary is China.
  • Harvest clips along

 

  • Wheat up big again
  • All the grains up again
  • How can we interrupt negative numbers on the deferred contracts?
  • All of this related to weather globally
  • We are looking at potential serious weather issues
  • China, even on holiday, jumped into the markets to make purchases
  • Does China panic in weather markets both here & in South America
  • Feeder cattle continue to struggle

  • Exporting ethanol to Brazil…now they are trying to get plants started up
  • Circle the wagon on the USDA report of Wednesday
  • Weather in South America & Russia dry patterns picking up
  • What are the yields looking like?
  • October 9th crop report
  • Will China keep buying? Alliances in South America
  • Livestock showing tighter numbers on cattle
  • Asia buying in October for the holidays will see what it brings
  • Hogs see cash on fire…moved up to some levels that could see a top out