Morning Thoughts – Mar 2

Morning Thoughts – Mar 2

by | Mar 2, 2017 | Nesvick Trading Group

Grains – It seems every other newswire article I see these days discusses the Brazilian road problems on the way to ports in the north.  There seems to be some consensus thought process that this is a YUGE problem and the US could potentially see an increase in...
Morning Thoughts – Mar 1

Morning Thoughts – Mar 1

by | Mar 1, 2017 | Nesvick Trading Group

Grains – I’ve started/stopped/restarted writing these comments today several times.  To be honest, I’m at a loss for words following yesterday’s session.  From a risk management perspective, how are we supposed to account for an unelected “regulation czar”...
Morning Thoughts – Feb 28

Morning Thoughts – Feb 28

by | Feb 28, 2017 | Nesvick Trading Group

Livestock – We’ve seen a pretty solid bounce in boxes here lately.  This seemingly has stopped the bleeding of the packers’ bottom line for now.  I’m told packers are pretty cleaned-up in terms of their beef offerings so look for boxes at worst to remain steady...
Morning Thoughts – Feb 27

Morning Thoughts – Feb 27

by | Feb 27, 2017 | Nesvick Trading Group

Livestock – The COF report was pretty uninspiring, coming in pretty close to expectations.  With that in mind, early opening calls are probably nothing special.  That said, I think the market was fearing a more bearish report and the basis remains very wide. ...

Morning Thoughts – Feb 23

by | Feb 23, 2017 | Nesvick Trading Group

Financials – The FOMC minutes were released yesterday afternoon and they reinforced the overall dovish lean of the Fed despite recent commentary from Chair Yellen & Co.  Immediately following the release the dollar weakened and gold bounced.  Generally...

Morning Thoughts – Feb 22

by | Feb 22, 2017 | Nesvick Trading Group

Grains – We have the USDA Outlook Forum on deck for Thur/Fri this week, and early tomorrow morning newswires will report the initial 2017 acreage guesses from USDA Chief Economist Johansson.  These are not survey based guesses but rather “economic” based...
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