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Grain | 2nd September 2020
Market Morsel: Shot across the barley bow
China rubs salt on an open wound
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Livestock | 2nd September 2020
Market Morsel: Nothing a little price dip doesn’t fix
Despite a higher A$, softer lamb and sheep prices have given exports a boost.
Whats wrong me old China?
Beef exports continue to soften as Chinese demand slips under the seasonal average.
Grain | 1st September 2020
Speculating on the value of commitment
Why do we look at what the speculators are doing?
Market Morsel: Getting corny
Corn prices are low. Does this make wheat more attractive for US farmers?
Livestock | 1st September 2020
A tale of two lambs
Restocker lambs are booming, while heavy lambs languish. What the Dickens is going on?
Livestock | 31st August 2020
Market Morsel: Spreads tell a story
Lamb market spreads highlight rebuild intent and tight supply.
Grain | 27th August 2020
The good news or the bad news?
Production is up, but what does that do to basis?
Market Morsel: Chasing headers
As the worlds headers sleep, ours awaken.
Livestock | 27th August 2020
Market Morsel: Chasing heifers
The wet spring is encouraging yearling heifer purchases instead of steers.
Gone, in the USA
The US herd has moved into liquidation. What does this mean for price?
Grain | 25th August 2020
A chart for all seasons
Examining the seasonality indicates the performance of a commodity compared to past periods.
