Market Outlooks
With grain markets still at high levels, Jerry Gulke says you have to ask if the market is reflecting reality or if it sees something coming in the future.
Brazil’s second corn crop, also known as the safrinha, is expected to produce a record 3.465 million bushels in the 2021/22 crop season. That’s 45% higher than last year.
After a challenging start, the U.S. corn and soybean crops are looking good. Planting is nearly complete and condition ratings are strong.
The consensus ahead of the FOMC report is a jump of 0.5 percentage points, says Chip Flory, host of AgriTalk. But what should the Fed actually do?
June can be a trend-setting month for grain prices. Are you ready to cash in on pricing opportunities?
Will lean hog futures retest their March 31 contract highs?
USDA’s first official look at the 2022/23 marketing year is the foundation from which supply and usage estimates will be fine-tuned in the next 16 months.
Using history as a guide, be ready for very different prices than we see today, as prices typically shift from May to October.
USDA’s latest milk production report was friendly and could support milk prices in the near term.
Worries about surging inflation and rising interest rates have pummeled the U.S. stock market this year.
For 18 straight months, the rural economy has posted healthy and consistent growth, yet signs of weakness may be surfacing.
Slow planting, inflation, next week’s USDA reports and more are impacting the markets. Jerry Gulke shares his outlook.
A bullish set of fundamentals pushed corn prices to this high level, says Dan Basse, president of AgResource Company, and those factors could actually be getting more bullish.
From planting delays to governmental influence, the grain markets are being impacted by a plethora of factors.
Price discovery suggests price will go high enough until demand is curbed sufficiently so we will not run out of stocks, but someone(s) might have to use less.
This week corn prices topped $8 per bushel and soybean prices topped $17 per bushel. With slow planting progress, these prices could be trying to attract or commit acres to certain crops.
The March 31 reports from USDA provided the markets with a few surprises. Did they reset the tone for prices moving forward?
For 2022, USDA are expecting more soybean acres than corn. That’s according to the 2022 Prospective Plantings report released on March 31.
Headline-driven markets are tough to face but these tools can help.
Farm commodity prices, production costs and consumer food prices are higher than would have been expected a few months ago, according to the 2022 U.S. Baseline Outlook report by FAPRI.
Corn prices are above $7.50 per bushel and soybean prices are near or above $16 per bushel. As prices stay elevated, will demand diminish? Time will tell, says Jerry Gulke, president of the Gulke Group.
Volatility is here to stay in the grain markets — but so could higher prices.
Price rationing could last at least 15 months, or until the 2023 South American soybean crop is seen as a record.
The macro elements affecting ag prices are as dynamic as I have ever seen them.
It all comes down to what fundamental changes mean to the stocks-to-use ratios.
For the third week of January, the grain markets featured some explosive prices.
It might be prudent to understand various call option strategies that provide upside gain potential should the U.S. drought continue, soaring prices do indeed cause farmers to use less fertilizer or yields are low.
The price outlooks for corn and soybeans are initially about as different as a drought and a flood.
I am keeping an eye on China’s soybean crushing pace. It might be slowing, which could lead to weaker soybean imports and weaker prices.
After starting 2022 off on the positive side, the grain markets were lower the second week of January.