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…
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…
USDA WASDE Grain Stocks Report 1/12/26 USDA data was bearish to pre-report estimates, USDA also increased corn acreage by 1.3 million acres.
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…
Soybeans recovered overnight, with soybeans and grains trading near the week’s best values. Overnight futures are mixed, with grains under mild pressure while soybeans are seeing moderate strength. Most of this movement continues to stem from pre-report positioning ahead of Monday’s key USDA data release. Trade is also wrestling with conflicting fundamental narratives, especially regarding…
Preview Of Monday’s Report Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1152668469 Tariffs and Macro Supreme Court ruling on Trump tariffs could cause short term volatilityEven if struck down new tariffs likely follow after a delayMarkets appear cautious but not panicked CornAverage yield guess near 184 versus 186 last monthSeed corn plot data suggests…
Grains consolidate Wednesday’s gains. Lower production numbers are anticipated for Monday’s crop report. This morning’s grain trade is consolidating yesterday’s strong gains. Export sales data released this morning reflected holiday reductions, while soybeans maintained a reasonable 800,000+ MT in sales, supported by China’s ongoing activity. Position squaring continues ahead of this Friday’s Supreme Court ruling…
Grains Continue Their Rally Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1152343794 CornOutside day higher validated with prices pushing back above recent highsEthanol usage slightly lower week to week but still stronger than last two yearsExport demand looks real and extended through early summer, not just front loadedUSDA yield and carryout risk on Monday…
Grain prices eat up Turnaround Tuesday’s correction. After yesterday’s rumble and setback into the close, soybeans immediately from the night session opening pushed higher, followed by the grains. China is likely to be active again in looking for products. The building view is that China may be in for more than 12 million metric tons…
Will Argentina Actually Get Rain? Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1152019722 Corn Follow through buying faded late after strong outside dayResistance near 450 with upside potential toward 460 to 466USDA yield risk could drop carryout below two billion bushelsSeasonal strength expected into Monday’s crop report SoybeansHeld key technical support near 1038 on…
