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Morning Wire
An AM US and Matif wheat rally. Not major yet but an outside higher day in US wheats and close to a key reversal in Matif. No apparent reason other than oversold and potentially drier US HRW area forecasts in some models.
US KC wheat futures weakness the feature overnight despite an overnight/AM weather run that takes rains out of NE-CO-KS-OK-TX compared to yesterday.
Lower US ags overnight on a theory of a short row crop planting window and better GFS HRW rains expected. But inside nights lower. Macros quiet. More tariff delays/exclusions but promises of more new chip and semiconductor tariffs coming shortly.
US wheats higher, row crops slightly higher. Thailand maybe caving on tariffs, Japan talks Apr 17 re tariffs. Rains for US S Plains disappear other than E 1/3 of KS on the latest AM GFS run.
EU announces a 90 day tariff pause also, S&P down 2% and gold higher suggests problems arent over, US ags slightly higher overnight. US ag export sales stunk for last week. US crop report midday today.
China and EU raise tariffs against US, Trump already warns he will fire back vs China. US ags higher overnight. US interest rate futures getting run as investors bail
Global Markets Stabilize From Tariff Jitters
US wheats higher, row crops close to unch at the end of the overnight session despite world stock markets tanking.
China matches tariffs, announces 34% tariffs on all US imports. Beans tank, crude tanks, S&P tanks. Domino 1 has fallen in response and its not so great so far.
An AM US and Matif wheat rally. Not major yet but an outside higher day in US wheats and close to a key reversal in Matif. No apparent reason other than oversold and potentially drier US HRW area forecasts in some models.
US KC wheat futures weakness the feature overnight despite an overnight/AM weather run that takes rains out of NE-CO-KS-OK-TX compared to yesterday.
Lower US ags overnight on a theory of a short row crop planting window and better GFS HRW rains expected. But inside nights lower. Macros quiet. More tariff delays/exclusions but promises of more new chip and semiconductor tariffs coming shortly.
US wheats higher, row crops slightly higher. Thailand maybe caving on tariffs, Japan talks Apr 17 re tariffs. Rains for US S Plains disappear other than E 1/3 of KS on the latest AM GFS run.
EU announces a 90 day tariff pause also, S&P down 2% and gold higher suggests problems arent over, US ags slightly higher overnight. US ag export sales stunk for last week. US crop report midday today.
China and EU raise tariffs against US, Trump already warns he will fire back vs China. US ags higher overnight. US interest rate futures getting run as investors bail
Global Markets Stabilize From Tariff Jitters
US wheats higher, row crops close to unch at the end of the overnight session despite world stock markets tanking.
China matches tariffs, announces 34% tariffs on all US imports. Beans tank, crude tanks, S&P tanks. Domino 1 has fallen in response and its not so great so far.
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