by Terry Reilly | Mar 11, 2022
PDF attached CFTC Commitment of Traders Index funds for the major commodity markets are at record net long. Reuters table via CFTC SUPPLEMENTAL ...
by Terry Reilly | Mar 11, 2022
PDF attached Good morning. Private exporters reported the following activity: -128,900 metric tons of corn for delivery to unknown destinations during the 2021/2022 marketing year -264,000 metric tons of soybeans for delivery to China during the...
by Terry Reilly | Mar 10, 2022
PDF Attached Russia banned many raw material and finished products for export to selected western countries, including grains. Wheat futures were sharply lower led by the May Chicago contract. It is rumored that another 8 cargos of French wheat have been sold...
by Terry Reilly | Mar 10, 2022
PDF attached Good morning. Day 15. Many markets are seeing a reversal from yesterday’s action. Apparently, peace talks broke down earlier today and the market is widely reacting to that. To compound the reversal, US inflation fears...
by Terry Reilly | Mar 9, 2022
PDF Attached USDA released their March report Reaction: Bearish wheat, neutral to slightly negative soybeans, and slightly supportive corn. World wheat changes don’t seem to fully reflect Black Sea problems, but hard to predict upcoming...
