Given the lack of a significant negative reaction in global equity markets to the latest salvos in the US/Chinese trade battle and “goldilocks” US non-farm payroll news, it is possible that the ultimate impact of the trade problems…
Hogs
Pressure on Physical Commodities Possible in the Week Ahead
All things considered, financial markets weathered the latest US interest rate hike well, even with predictions for rate hikes all the way out into 2020. While the mostly hawkish Fed dialogue didn’t lend much support to the dollar, surprisingly dovish rate guidance from…
The Swine Times 5/28-6/1
See recommendations and market analysis for the Pork futures markets in the Swine Times for the week of May 28th through June 1st, 2018.
Strong Dollar and Trade Uncertainty Potentially Impede Positive Tone in Global Markets
Global markets came through an eventful week last week with a mildly positive tone. US long-term yields continued to rise, with 10-year rates reaching their highest level in nearly seven years. While there were lukewarm readings on retail sales and housing starts, a one-year high was reached in the Philly Fed survey, as well as…
The Swine Times 5/14-5/18
See recommendations and market analysis for the Pork and Lean Hogs futures markets in the Swine Times for the week of May 14th through 18th, 2018.
Strong Dollar to Restrain Some Commodities, Plus Expanded Market Volatility in Sight
The most recent Federal Reserve meeting was categorized as dovish, with the Fed expected to allow further growth and minor gains in inflation before they move away from a balanced view on rates. Despite this, the equity markets and sentiment as a whole failed to embrace the positives from the meeting. US equities also failed to sustain upside action following a lot of very bullish fundamental news from…
Is a Major Commodity Shift in Motion? Economy Sees Signs of Inflation
A major shift in the commodity environment might be in motion. Strength in energy prices has not only surprised the trade, it has also strengthened fund interest in the commodities. A potential massive inflation development could come…
The Swine Times 3/26-3/29
CLICK HERE TO SIGN UP FOR A FREE TRIAL OF THE SWINE TIMES Happy Monday Hog traders We come into the week on the back of a very negative few weeks in the lean hog complex. Between falling cash prices and the tariffs announced last week, we feel much of the negativity is priced in. … Read more.
The Swine Times 3/23- China Strikes Back at US Hog Producers
CLICK HERE TO SIGN UP FOR A FREE TRIAL OF THE SWINE TIMES Happy Friday hog traders President Trump’s tariff announcement yesterday was met by retaliation from the Chinese by way of 25% tax on US hog imports, among other goods. The total tariff amount was rather small, only 3 billion dollars worth of US… Read more.
The Swine Times 2/23- Weekly Hog Market Wrap-up
CLICK HERE TO SIGN UP FOR A FREE TRIAL OF THE SWINE TIMES Happy Friday hog traders Thanks for following along for another week! Hog markets are showing some promise after a rough start to the week. April hogs, being the long anchor of our trading lately has been tied to a weak cash market. … Read more.