I had a great time at FARMCON this week in Kansas City. We also go over Phase One and what it means for US ag demand
Grains
The Swine Times 1/13-1/17
Hog futures were lower last week across the board, held under pressure by dwarfing supply numbers.Hogs are now the whipping post at the CME
USDA January WASDE Recap
Bearish pre-report action was bought as corn sits 10 , wheat 8, beans 8 and cotton 20 ticks off lows. Bullish action on neutral data…
The Swine Times 1/9 – Trade Rec
Buy Feb- Sell April. Feb-April spreads have pulled back below 7.00. We think this is a great spot to jump in and own the front of the curve.
Turner’s Take Podcast: USDA January 10th WASDE Preview
Our first podcast of 2020 is out. We go over the recent macro market events and then dive into our thoughts on the upcoming WASDE on January 10th. The Jan WASDE always has the potential to cause a limit move. Make sure you take a listen to this week’s Turner’s Take Podcast!
The Swine Times 1/6-1/10
Supply numbers should be tightening soon and the US-China signing taking place in two weeks. There is value at the front of the curve
The Swine Times 12/23-12/27
The pig crop and cold storage reports released after the close on Monday will set a bearish tone into the holiday trade.
The Swine Times Trade Rec 12/20
We think the breeding herd will be seen as massive on Monday. We want to buy near term with demand in mind and sell deferred supply
Turner’s Take Podcast: What Phase One Could Mean For Soybeans
Phase One of the trade deal should be very supportive for the grain markets. Soybeans could be the big winner and in the most need of acres
The Swine Times 12/16-12/20
Hog futures will get a boost to open the week with the phase 1 complete. Summer hogs should begin to trend.