Spectrum Commodities Wheat & Cattle Markets Analysis: Recent Episodes
Louise Gartner
Cash cattle steady, signs of boxed beef build-up; feeder cattle auctions weaker tone; strong export sales; more cold in south; preparing for surge in beef production.
Crop reports: Winter wheat plantings, quarterly stocks, monthly supply/demand; Russian 2016 wheat exports; US weekly export report; Drought Monitor update.
Basis jump for HRW; Egypt resolves demurrage issues; ABARE adjusts ‘16/17 wheat production; looming crop reports on Friday; Lanworth yield est for AR and winter wheat plantings for RU.
Weekly cash summary; 2017 yearly slaughter and production summary; beef consumption takes a hit from major storm/cold in northeast; trade worried about feedlots staying current over next few months.
Grains brace for a slew of numbers on Friday; trade estimates for reports; no offers in Egypt tender?; weather extremes.
Grains net price change for the week; Commitment-of-Traders update; wheat export sales; plains’ weather; Argentina weather; cash cattle; cattle chart formations; boxed beef values; beef exports.
Strong start to the New Year; crop conditions decline; world prices; Black Sea weather; US basis higher; export sales; seasonal tendencies
Minneapolis wheat regains leadership; temps warming/LaNina re-asserting; Chicago/KW spreads; cash cattle higher but futures have outside day lower in lives and feeders; cold temps switching to warm
wheat stalling at resistance; cash wheat basis strong; world wheat prices steady; cash cattle and beef higher; cold reducing weights?; consumer demand update
COLD stressing winter wheat; crop conditions declining; wheat futures gapping higher; Russian wheat prices; cattle stressing; weekly price update; consumer demand update
Cold affecting winter wheat; important USDA reports Jan 12; large traders’ massive short positions; strong export sales; long-term wheat chart reversals holding; cattle outlook for early 2018, strong beef exports & strong consumer demand
wheat year-end summary; COLD coming to hard and soft winter wheat country; drought monitor; crop reports Jan 12; cattle trade outlook; show-lists/beef production increasing; beef demand outlook.
Extreme cold to stress winter wheat and cattle; Egypt purchases Russian wheat; Argentina dryness; live cattle and feeder futures stalling at resistance.
Export loadings higher than expected; Egypt tender; Ukraine winter crop conditions; India wheat production estimate; market reaction to Bearish Cattle-on-feed report; weekly cash cattle and beef summary; cold weather coming to major feeding region
Hard red winter wheat basis very strong; Black Sea ports still open - record Russian exports; Comittment-of-Traders summary; Cattle-on-Feed bearish, placements much higher than expected; stronger cash cattle and higher boxed beef.
grain and beef export sales; SovEcon Russian wheat exports estimate; cold weather threatening US winter wheat; cattle-on-feed estimates, worries about placement estimates; stressed winter wheat fields pushing calves into feedlots
Chicago wheat delivery certs cancelled, gains on MW and KW; German winter grain plantings; Cattle-on-Feed estimates; Boxed beef mixed; cash cattle sales; cold weather coming to major feeding regions
wheat markets quiet; world cash lower; major cold front threatening vulnerable winter wheat; feeder cattle under pressure; cash markets waiting for Fed Cattle Exchange auction results.
World wheat cash prices; world crop conditions; weather updates; weekly cash cattle update, year-to-date slaughter
Weekly price summary, Comittment-of-Traders summary, Brazil/Russia wheat/beef deal, South American weather, Informa estimates, Beef cash, chart formations supportive.
wheat rally; export sales; Russia wheat exports to Brazil; cash cattle/Fed Cattle Exchange auction results; feeder cattle auctions
Rundown of Dec 12, 2017 USDA Supply & Demand - US and world grain supply and demand estimates, US beef supply and demand estimates.
Supply/Demand report commentary; Egypt purchase; Algeria purchase; Brazil quality wheat needs; Cash cattle/boxed beef; Update on re-calibrated carcass grading cameras and the price impact.