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Are Economic Benefits of Reopening Already Priced Into Commodity Markets?
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Beyond the Spotlight: April 20, 2020 (Nat Gas, Bean Oil, Sugar)
Beyond the Spotlight is a weekly video released on Mondays that spotlights two or three markets that may become trading opportunities for the week ahead. This enables you as a subscriber of the Trade Spotlight advisory service to look ahead with us, while potentially creating additional trading opportunities for yourself. The week’s video linked below… Read more.
Turner’s Take | Ethanol and Corn
Farm Policy (Univ of IL) is estimating ethanol production will be down about 750mm gallons for March, April, and May. That is about 250mm bushel of corn lost from decreases in ethanol demand. There will probably be more demand lost in June/July/Aug to round out the marketing year. Right now we could be looking at 350mm to 400mm bushels of lost demand for 2019-2020 corn. The big concern is those bushels go right back into the ending stocks on the balance sheet.
Turner’s Take | Fed Pledges Asset Repurchases with No Limit
The US Federal Reserve has pledged to buy assets with no limits. This is similar to the Fed support during the subprime crisis
Economic Anxiety Likely to Continue as Coronavirus Spreads
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An Optimistic Start to the New Year on Jobs Data, Trade Improvements, and Commodity Sentiment
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Turner’s Take | Latest Phase One Trade Agreement Details
The US and China have come to an agreement in principal over Phase One of the trade deal. The US and China are expected to sign in early January
Turner’s Take | Dec 2019 WASDE As Expected
The markets are higher today as more snow is forecast in the central US and that will further delay corn harvest. Farmer sales also tend to slow down during the week of Thanksgiving and that can be supportive too. Andy Daniels, the founder of Daniels Trading, has an opinion about rice today
Turner’s Take | Corn, Rice, and Sugar
The markets are higher today as more snow is forecast in the central US and that will further delay corn harvest. Farmer sales also tend to slow down during the week of Thanksgiving and that can be supportive too. Andy Daniels, the founder of Daniels Trading, has an opinion about rice today