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By Sholom Sanik |
August 28, 2012
Wheat prices have rallied by close to 40% since early June — about the same as soybeans. Foreign producers, particularly in the FSU, suffered from drought as well, and produced some dismal results.
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By Sholom Sanik |
August 15, 2012
The August USDA crop report contained some of the largest and most dramatic revisions on record. All eyes were on the 2012-13 US corn crop, which has taken a drastic beating from this summer’s early and unusual heat.
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By Sholom Sanik |
August 7, 2012
While the entire US has been affected by well-above-normal temperatures this summer, cotton crops have largely been spared the worst of the devastating drought that has slashed estimates to the corn crop.
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By Sholom Sanik |
August 2, 2012
If the two principal fundamental factors that guide this market continue to develop in the direction they’ve been moving over the past several months, even a strong US stock market will not keep copper prices above $3 per pound.
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By Sholom Sanik |
July 25, 2012
Indian sugar crops rely heavily on the amount of precipitation received from the June-through-September monsoon rains. From June 1 through July 23 the rains were 22% below average.
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By Sholom Sanik |
June 28, 2012
The corn market is not following the script. New-crop prices have rallied more than $1 per bushel in just over one week. The annual weather scare is in full force, although the timing is a bit off.
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By Sholom Sanik |
June 25, 2012
With the storm clouds of the European debt crisis threatening to wreak economic disaster far and wide, it’s a bit difficult to focus on bullish fundamentals of individual markets.
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By Sholom Sanik |
June 8, 2012
We believe that the selling pressure in the sugar market overshot basically bullish fundamentals.
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By Sholom Sanik |
June 8, 2012
While most commodities have been falling to multi-month or multi-year lows, the wheat market bucked the trend and went on something of a wild bender.
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By Sholom Sanik |
May 29, 2012
The May 10 USDA crop report, which included the first comprehensive forecasts for the upcoming 2012-13 marketing year, presented a fairly bullish picture for soybeans.
