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Midsummer Grain Update
More action on the demand side than normal for Summer
Jul 18
June 2025
26 June Export Comments
The dog days of summer, except in corn...
Jun 27
A word on seasonals...
I’ve seen a number of charts similar to this on social media in the past few weeks, implying that corn prices typically break down in mid-June.
Jun 11
New Crop Export Comments 5 Jun 2025
Don't cross the beams...
Jun 9
Old Crop Export Progress: 5 June 2025
Are we seeing signs of weakness?
Jun 9
Export Sales to 22 May 2025
A little late...
Jun 2
April 2025
Yes, US-produced stuff will get more expensive too.
It's a feature, not a bug.
Apr 3
1
February 2025
Some Questions.
As Dr. Carl Zulauf always liked to say, you can't get the right answers without asking the right questions.
Feb 4
November 2024
Who are the Bond Market Vigilantes?
I’ve noticed “Bond Vigilantes” being mentioned in both headlines and various newsletters over the past few weeks.
Nov 7, 2024
June 2024
6 June 2024 Export Comments
Corn is a bit ahead; Soybeans behind.
Jun 7, 2024
We got the corn planted
As of June 3rd, planting progress still indicates trend line yields for 2024.
Jun 6, 2024
April 2024
Soybean Yield Projections for 2024.
I'm starting with 51.8
Apr 29, 2024
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