CAN THE USDA GIVE US A BULLISH SURPRISE?

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

Listen to today’s audio below



USDA ESTIMATES


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BULLISH REACTION TO USDA REPORT

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BEANS BREAK THEN BOUNCE - USDA PREVIEW