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...
Morning Thoughts – Feb 7
Livestock – Virtually no new cash market info to digest from yesterday in cattle, other than the new showlists which are once again smaller than the prior week. We saw a somewhat light slaughter posted yesterday and from the packers’ perspective this might be...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...