AUDIO COMMENTARY

Market is looking for a neutral to bearish report
What surprises could we see?
Market is pricing in slightly higher bean yields
If they raise yield, they will offset with demand
For the first time in a long time, funds go into the report short across the board
Seasonally we have made our lows
Why potential is there for long term higher prices
What would cause buyers to want to stock up?
Managing risk ahead of the report
Short term there is definitely risk. What to do if you are afraid of that downside
Navigating your basis situation
Why demand could take us higher long term