Sunday Scaries: What I'm Watching This Week In The Grain Markets
Looking at how farmer length is impacting the world cash corn markets, an update on China's demand outlook, possible premature exuberance in the outside markets and more
How Geopolitics Will Define Agricultural Markets
Geopolitics could lead to a continued de-globalization of global trade flows in the next few years, as political and other non-trade issues create barriers. In this interview, Doug Christie, an ex-Cargill agribusiness executive and author of the newsletter Agricultural Commodities Focus, takes us through what that could mean for agricultural markets, and how market participants might prepare for this.
Short Arabica Coffee Calendar Spread and Long Soybean Meal Butterfly Spread
Coffee decisively broke downward resistance in early November, digested the gains throughout the month and then rocketed higher 8.5% last week. Coffee has been in a downtrend since this time last year, and I expect the recent highs to put a cap on the advance in the short term.
Is this wheat rally for real?
Cattle volatility remains elevated
Role of Hedgers and Speculators in the Agricultural Market
The commodities market plays a pivotal role in the agricultural economy, providing a platform for participants to manage risk, discover prices, and facilitate trade. Two key players in this market are hedgers and speculators, and each serves a distinct role. In this interview, we talked to Doug Christie, an ex-Cargill agribusiness executive and author of Agricultural Commodities Focus, for a deep dive on the differences between these players and their importance for the market.