Latest WASDE Paints Agri Bearishness; Wheat Harvest Dominates While Corn & Beans Find Thin Support
Bumper US wheat harvest to offset challenges in the EU and Russia. Corn prices are weighed down by greater planted & harvested area leading to a...
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Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil Under Trump 2.0
Former President Donald Trump was shot at a rally. Initial assessment suggests that shooting will boost Trump’s chances of winning the...
643 Views
Will Presidential Election Cycle Theory Fuel Continued US Equities Rally in 2H 2024?
Over last 60 years, S&P500 delivered positive returns in 13 of 16 election years. It returned +4.1% during 1H followed by +3.2% in 2H. Does...
347 Views
[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest
Corn prices down 3% last week. Wheat prices cropped up 1.65%. Soybean prices were up 1.79% on fears of trade war escalation.
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Corn & Soybeans Yields Stand to Benefit from Storm Beryl Even as It Leaves Destruction in Its Path
Storm Beryl has flooded roads, closed ports, cancelled >1,300 flights, blacked out 2.7m homes, and killed >three people. It could spawn tornadoes...
207 Views