Morning Thoughts – Feb 10
Financials – As you are probably aware, the Trump Administration lost its bid to reinstate its travel ban. This is likely to head further up the chain through the court system to the Supreme Court. He is using up a lot of political “capital” on this one item,...Morning Thoughts – Feb 9
Grains We have the WASDE update later this morning, but generally speaking I don’t expect many fireworks. Here is a quick rundown of items to watch: Wheat I don’t think there is going to be much to get excited about in terms of the wheat numbers today. The US...
Morning Thoughts – Feb 8
Financials – No change in recent themes overnight. Global equity markets are relatively flat and the dollar is higher against most other currencies. The dollar strength stems in large part due to euro weakness and ongoing concerns over political situations...