Displaying 42 posts out of 42
Decoding the WASDE: A Must-Know Report
1/10/2025
The WASDE report is a cornerstone for agricultural economists and is vital for traders and investors navigating the complex world of agricultural markets. What's more, the USDA compiles data from around the world, offering a global perspective on agricultural supply and demand dynamics.
Navigating Market Turbulence: The Resilient Role of Agricultural Commodities During Stock Market Corrections
12/19/2024
S&P 500 corrections of 10% or more, are inherently unpredictable, but history suggests that investors are not helpless in the face of market turmoil. Agricultural commodities have historically outperformed stocks during market downturns highlighting the sector's resilience, rooted in its fundamental importance to human survival and economic stability.
Mastering Leveraged Commodity ETFs
12/16/2024
While these funds can offer big short-term profits, they also carry higher risks and generate equally as big short-term losses. It’s important for any investor to understand how they work before adding them to their investment mix.
Grains & Sugar – Weekly Recap
12/13/2024
Commodity ETF Investors and Traders: Discover key insights from our weekly market recap.
Why Corn Prices Could Spark a Golden Harvest for Investors
10/18/2024
Gold isn't the only yellow commodity investors might look at for portfolio diversification. Corn can serve as both a stabilizer and a potential alpha generator.
Without Russian Wheat | Inflation, Drought, and the World's Largest Wheat Exporter
10/15/2024
Chicago wheat prices have advanced more than 20% from their August lows and may have another 15-20% upside amid developing Russian supply concerns.
A Time to Reap and A Time to Sow | U.S. Harvest Preview
9/4/2024
The coming harvest will likely continue to put downward pressure on prices, potentially offering an opportunity for investors who follow the adage “buy low, sell high.”
Corn: Summer Review and Outlook | An Opportunity Worth the Wait
7/29/2024
Expectations for a substantial U.S. corn harvest suggest continued price pressure and calendar year lows this autumn. With production costs estimated between $3.50 and $4 per bushel, prices at these levels may have limited downside.
Spring Rally in Grains: Did the Seasonal Highs Come Early?
6/6/2024
Corn and soybean prices typically reach their calendar year highs in June. Given the earlier than normal strength in May, followed by a quick swift retracement, market participants are wondering if we've already seen the seasonal highs.
Commodity Market Update – Supply Chain Disruptions and Geopolitical Tensions
4/8/2024
In our 2024 Outlook we published our base case view that commodities were likely to faced continued headwinds. 90 days into the year and our base case is unchanged. However, risks remain and it is prudent for us to review the potential disruptors as we charge into Q2.
Bears on Parade | Initial WASDE Reaction
2/8/2024
If anyone was hoping that the February report would be a catalyst to turn the grain markets around, they have been disappointed. The USDA did not give bulls anything to cheer about in today's report.
Against the Grain | Time to Shake Out the Shorts
2/5/2024
Present conditions are such that we would not be surprised to see grain futures prices advance in the short or intermediate term.
What the WASDE | Quick Market Update
1/12/2024
It may be a painful process, but it is necessary: the market is going to have to get used to plenty.
Sugar Prices Pullback
Quick Market Update
11/30/2023
Sugar futures prices are pulling back after failing to break out above the key 28 level on the front-month contract.
Corn Market Crossroads? A Look at the Futures Market Ahead of the USDA Stocks Report
9/28/2023
Corn futures prices have been in a sideways trading range for the better part of the past two months. However, that trend may be nearing its end as the USDA is set to release the September Quarterly Grain Stocks Report tomorrow, Friday, September 29th
Sugar High: Exploring El Nino's Impact on Production and Trade
9/1/2023
In a year when falling commodity prices have left many investors bitter, sugar futures seem to be providing a sweet spot in the market. Driven by global supply concerns, 2023 has been a volatile year for sugar prices.
Soybeans at the Forefront: Why Investors Should Pay Attention Now
8/16/2023
Amidst the global tumult, one overlooked crop is silently carving its narrative: soybeans. While the world's gaze has been transfixed on wheat due to the war in Ukraine, soybeans are presenting investors with intriguing opportunities that deserve our attention.
The El Nino Affect: Climate Impact on India's Rice Production and Food Inflation
7/14/2023
El Nino's powerful grip on the global economy is tightening, most notably in the rice markets. This crucial commodity, a dietary staple for many, is already feeling the brunt of climate shift. A strengthening and long lasting El Nino could have significant implications for global food markets.
Soybean Surprise
7/10/2023
Acreage Expectations Ignite Price Rally. We're expecting approximately 200 million bushels will vanish from the US soybean balance sheet...
Knee High by the Fourth of July?
6/16/2023
Front-month US corn futures are up over 12% from the May lows as weather conditions and crop prospects have been changing rapidly.
Chinese Buying Spree
3/27/2023
The global corn market has experienced a notable shift as China's interest in corn grows. With China already holding 70% of the world's excess corn supplies, their recent large-scale purchases spark questions about their intentions and the potential impact on the corn market. Below, we delve into the reasons behind China's corn acquisition spree, its implications for the US market, and the mixed signals in the corn futures market.
A World In Turmoil – Peak Grains VIDEO
3/16/2023
Over the past few years, combined corn, wheat, and soybean consumption has outpaced production. Global inventories have been drawn down, and food prices remain near 12-year highs.
Machine Learning and Investing
3/12/2023
Investment strategy design has a long history. It started with fundamental analysis, which focuses on a company's financial statements and market trends. Then came quantitative analysis, which uses mathematical models to analyze investment opportunities. Machine learning takes this a step further by using algorithms to uncover correlations and leading indicators that would be impossible to find using traditional methods
A World in Turmoil – More Bellies, Richer Tastes
11/15/2022
Global demand for corn, wheat, and soybeans skyrocketed between 1980 and 2020, growing more than 143%. That is a significant increase, but it is no surprise considering that corn, wheat, and soybeans (referred to simply as grains from here on) are not just food, but key ingredients in many products we consume every day.
A World in Turmoil
10/7/2022
TEUCRIUM MACRO RESEARCH SERIES In this series, we will explore the macro dynamics impacting global food supply, demand, access, and availability. We’ll examine facts and trends to help inform our market view, and we will respond to the key question on investors’ minds: what’s in store for agricultural prices?