Morning Thoughts – Feb 2

Financials – Overall I would have to characterize yesterday’s FOMC statement as relatively dovish.  The key point in the statement was the Fed keeping the same language showing “economic conditions will evolve in a manner that will warrant only gradual...
Morning Thoughts – Feb 1

Morning Thoughts – Feb 1

Grains – We’ve got a wet look to the forecast through northern Brazil and so we’ve got to keep a close eye on soybean harvest progress as it relates to safrinha planting progress in Mato Grosso.  Obviously Mato Grosso accounts for a large majority of the...