Markets are nearly limit up as shorts cover, we think its a fade.
Grains/Oilseeds
The Swine Times 3/24 – Exit
Exit April-Oct as it surges
Friday Morning in Grain and Oilseeds 3/20
Its a big option expiration day in the markets, today will likely see record volume across everything. Grains and beans are on the move
The Swine Times 3/18 – Cattle Recommendation
Its been a good day so far for bull spreads. We are going to venture into cattle
TWIG 3/17 – Post Close
Potential closing of the Mexican border gives cattle a boost. Corn gets hit by falling ethanol basis and the loss of exports to Mexico
Thursday After the Close 3/12
Fed injects more liquidity in treasury market today than in all of Q1 2009. Grains hang in, equities do not
The Swine Times Trade Rec 3/11
This virus situation is such a weird dynamic, we don’t really know how to gauge how it will affect price.
The Swine Times 3/9 – 3/13
Hog markets should be steady to start the week from a cash perspective. A bloodbath in the Sunday equity and energy trade could complicate
The Swine Times 3/2 – 3/6
Chinese PMI contraction weighs on macro market traders while hog prices firm globally due to supply shortages
The Swine Times 2/27
We are seeing a bounce in crude this morning, we think this is a good spot to cover and buy June. At some point we will get net long but for today we will just cover our net short.