Morning Thoughts – Mar 28
Grains – This morning we’re looking at some of the acreage numbers ahead of the report on Friday. For reference, here is a quick breakdown of the average guesses: Today we’re simply looking at whether there is any tendency of the average guesses vs. the actual...
Morning Thoughts – Mar 27
Livestock – By now you’ve likely heard China has lifted its ban on Brazilian meat products. The devil is in the details, however. While the straight ban on Brazilian imports is lifted China is still not allowing meat from 21 plants still under investigation. ...Morning Thoughts – Mar 23
Grains – As I noted yesterday there isn’t much to talk about right now. We’re basically wrapping up the South American growing season (still some time left in Arg, but you know what I mean) and awaiting the US planting season (which unofficially kicks off next...