MarketSense Eye on the Prairies: Recent Episodes
Cargill MarketSense
Ed and Gerhard check in on the latest headlines in the China U.S. trade war and then focus on Canadian crop yields as numbers roll in with harvest nearly complete.
Ed and Gerhard discuss early yield results from pulse crops and durum. Preharvest expectations for canola, wheat and soybeans ahead of the Statistics Canada production report coming next week on August 28th.
Ed and Gerhard discuss where we want to be with the short-term grain marketing plan and how to get there.
In this episode we talk to Karl Schamotta, Chieft Market Strategist at CorPay about the Bank of Canada, the future of inflation and Canada's link to the housing market.
In this live replay our MarketSense analysts cover, South America weather and soybeans. Canola and the rise of global competition. A wheat technical vs. fundamental update. A barley and a durum update.
In this replay we take a deeper dive into the canola and vegetable oil markets. We also talk through the wheat and barley markets with some South American weather and macro-economics sprinkled in.
In this episode, we discuss today's USDA report, the recent Statistics Canada report, and what the Bank of Canada statement means to Canadian farms.
In this episode we cover the Canadian interest rate decision, the upcoming US data, diesel values and the interesting action in November Canola this week.
In this episode we touch on all of the recent reports from the month of September including the surprise US inflation release, and the three Statistics Canada reports with a little dusting of USDA to keep you up to date during harvest.
In this episode, we discuss how inflation is still a risk/opportunity and how the recent Statistics Canada production numbers may influence the fall market.
In this episode, Brian and Ed discuss the recent weakness in Agriculture commodities, a summary of recent recommendations, and the state of the economy and energy markets.
In today's episode, Brian and Ed recap the June USDA reports and then chat about higher than expected inflation and it's possible impacts on the markets.
In today's podcast we touch on today's macro market rally, how it spills into grains and oilseeds. We also dive into recent data releases on farm debt and income from Statistics Canada.
Brian Comeault and Ed Broschinski talk US GDP, interest rates, and diesel prices in this MarketSense Macros Podcast
Today Brian Comeault and Ed Broschinski discuss interest rate hikes, inflation, and energy markets and what they mean to Western Canadian farmers.
In this episode, Brian Comeault and Ed Broschinski discuss recent macroeconomic indicators, inflation, the Canadian dollar and how that relates back to grain markets. We also provide an update on recent grain price changes.
In today's podcast Brian Comeault and Ed Broschinski discuss the post-US Thanksgiving end of week volatility and what that means for grain prices.
In case you missed it, this is a replay of our MarketSense live event on November 16th 2021. In this we cover positioning for different risk tolerances, wheat, canola, soybeans, feedgrains and pulses! Buckle up and enjoy!
In this episode, Brian Comeault and Ed Broschinski chat about current U.S. inflation pressures and how that relates to grain markets.
In this episode, we talk about the wheat market this week, as well as the ongoing energy crisis and how it may have an impact on inflation pressure and how that all ties into vegetable oils and ultimately canola! Also - make sure to stick around until the end where we wrap out where our next recommendations will come!
Ed also put together some slides on global energy trends that support some of the themes he was talking about in this podcast. You can access them here:
https://www.cargillag.ca/content/dam/cargillag/marketsense/Global%20Energy%20Trends%20Slides.pdf
This episode was recorded right before Canadian Thanksgiving. Have a great weekend, hopefully with family and loved ones.
In this episode we discuss the Canadian election results, the Chinese credit crunch, food inflation and rising energy costs.
In this highly requested podcast, we get into the weeds with Cargill Canada's Fertilizer Merchandising Leader. Hopefully we answer all of your burning questions!
This is a rebroadcast of the market update portion of our MarketSense Live event on September 14, 2021
In this episode, we bring back Kayne Ireland to discuss changes to wheat and canola technicals and fundamentals, as well as talk strategy for harvest and beyond.
In today's episode, we get into the weeds on both durum and canola. If you aren't a durum farmer, or want to listen to the canola discussion first, skip ahead to the 22:20 market in the podcast!
This episode is a replay of the August 17th MarketSense live event, featuring more in depth analysis by Ed Broschinski and Brian Comeault.
In this episode, Brian and Ed bread down the opportunities and risks present now after the the USDA's recent Crop Production and World Agriculture Supply & Demand Estimate reports.
Today Brian and Ed discuss the various levels of drought threat in Canada, and have a casual and candid discussion around canola, wheat and barley markets.
In today's episode, we break down some strategies on staying calm and managing risk and opportunity in markets with more unknowns than knowns.
In this episode, we wrap up the week's news and activity as well as add some commentary to next week's government reports
Today the MarketSense risk managers dive into some reasons behind this mid-June volatility and change in market sentiment, and talk about where you should be positioned in these markets.
In today's podcast David Reimann takes a longer term view on the possible impacts that recent crush plant announcements in Canada mean, and what that means for the market moving forward.
This is best viewed by watching the accompanying video. To access the video version of this podcast please click the link below
https://youtu.be/cx6G9Q8MOOQ
It's a long one today as we recorded our weekly advisor market update! We have provided some time stamps below if you wish to jump to certain sections. Enjoy!
0:00:59 - Oilseeds with David Reimann
0:09:21 - Feed grains with David Reimann
0:18:51 - Pulses with Ed Broschinski
0:28:09 - Macros and Currency with Ed Broschinski
0:36:13 - Wheat with Brian Comeault
0:59:24 - Questions and Open Discussion
In today's episode we talk with Vermillion, Alberta advisors Kayne and Kaylie. We talk about how they manage their business to achieve the best results for their MarketSense clients, how they work as a team, and what their clients are doing to prepare for the 2021 marketing year.
In this episode, we talk about canola's continued bull run and what that means for new crop. We also talk about $7 corn and drought in South America, and corn's link to wheat. We end off with an update on the Canadian dollar.
In this episode we chat with Jenessa and Sarah about current market conditions, managing risk and regret, a little about currency and we round it out with some Manitoba specific analysis.
In this episode we dissect today's near unprecedented bullish move in futures markets, and some strategies to help you sleep at night and avoid regret as the market continues to rise (and fall).
In this episode, we discuss the Canadian canola oil crush business, as well as the impact other vegetable oils energy markets may have on your canola prices.
Today we talk about...well everything! The USDA acreage report, our recommendations, Teams Meeting fatigue, we touch on it all in this episode.
Today we talk with Connor Gross, one of Cargill's market analysts who is right in the heart of hard wheat country. We talk about the dry conditions and the cold spell that hit this spring and the prospects for this year's US winter wheat crop.
In this episode we discuss the commodity bull market, energy and currency markets, and the possible effects and risks these volatile markets may have on your farm profitability.
Today's guest is Ed Broschinski, MarketSense's newest risk manager who calls Battleford Saskatchewan home.
Today we explore some of the benefits and high level details of the Alberta crop insurance Variable Price Benefit. Also, find out how to get included on next week's workshop!