Author: Ivan

  • Market Quick Take

    The Bears Just Don’t See It Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1156628357 Corn:Exports exceeded expectationsBasis behavior will reveal true supplyChina demand remains the key upside riskMarket holding above major technical lows Soybeans:Double bottom forming near year lows200 day moving average remains pivotalSoybean oil correction could pressure beansMeal strength needed to sustain rallies…

  • Morning Update

    Grains slip slightly amid chatter about new tariffs on Europe. Corn, soybeans, and wheat are all starting the week under pressure as managed money shifts heavily into outside markets, particularly the metals. Gold has jumped more than $130, and silver is up over $6 in early trade as safe haven buying ramps up amid heightened…

  • Morning Update

    Grains attempt another overnight rally. Will they retain the strength in the day session? Futures are posting gains in overnight trade as light buying persists across the board. While fresh headlines are sparse, the market is still digesting a busy week of data. Export demand for U.S. corn and soybeans remains impressive, and traders are…

  • Market Quick Take

    Soybean Oil Flies Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1154808884 Soybeans Bean oil surged on EPA RVO rumors pointing to higher biodiesel mandatesRIN concessions via used cooking oil imports capped enthusiasm but still supportiveBrazil cut soybean acreage, trimming production by one million metric tonsArgentina faces developing heat and drying risks into late January…

  • Morning Update

    Grains try another overnight recovery rally. Corn, soybeans, and wheat pushed higher overnight as the market continued to recover from Monday’s bearish USDA report. While traders are moving on from the data dump, skepticism lingers, especially over the USDA’s acreage revisions, which many in the trade still view as questionable. With that now behind us,…

  • Morning Update

    Overnight grain trade finds end-user buying interest. Metals and energies remain explosive. The grain trade is working higher in the overnight session, as markets begin to recover from Monday’s USDA report. After an initial wave of selling, some bargain hunting is beginning to appear. (there is an old axiom, that when Turn-around Tuesday does not…

  • Market Quick Take

    WASDE Fallout Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1154091689 Corn:USDA surprised with a 17 billion bushel crop and carryout near 2.2 billionPrices testing critical 410 support on MarchBelow 410 risks deeper technical damageConsolidation likely until February USDA outlook forumSecond quarter weather and South American risk remain key Soybeans:March beans testing 1031 to 1038…

  • Morning Update

    The grain market is still hungover this morning from excessive USDA supply forecasts. Corn, soybeans, and wheat are all under pressure this morning as the market digests yesterday’s USDA reports. Corn is bearing the brunt of selling after the agency added another 1.3 million harvested acres (from less corn silage) and nudged the national yield…

  • Morning Update

    Crop Report out at 11:00 CDST today. Grain futures are solidly higher in overnight trade as managed money rotates back into safe‑haven positions, including commodities. Precious metals are leading the gains, with gold up over $120 and silver climbing nearly $6, reflecting broad risk pricing tied to geopolitical tensions. Markets are grappling with rising uncertainty…