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Morning Wire
Morning Comments 2.6.25
Morning Comments 2.5.25
Calming ag and macro markets overnight off the US vs Canada/Mexico trade war pause even as US/China trade war heats up
US ag futures other than corn bounce back late in the overnight session after a night of sell pressure following the first round of Trump tariffs
A quiet night with small drops in row crops but wheats refusing to stay below unch.
Rally day two in US ags despite quiet macros and little new bullish news. Still rangebound however.
A quiet recovery night in US ags as the US AI stocks meltdown quiets overnight
Columbia-US tariff issues cool off, but macros whipping causing fears of black swan downside after China unveils a “cheap AI” that supposedly runs on midrange chipsets
Ags lower overnight on Arg lowering export taxes through June along with US House presenting bill to raise China tariffs and protect US farmers from the fallout financially
Morning Comments 2.6.25
Morning Comments 2.5.25
Calming ag and macro markets overnight off the US vs Canada/Mexico trade war pause even as US/China trade war heats up
US ag futures other than corn bounce back late in the overnight session after a night of sell pressure following the first round of Trump tariffs
A quiet night with small drops in row crops but wheats refusing to stay below unch.
Rally day two in US ags despite quiet macros and little new bullish news. Still rangebound however.
A quiet recovery night in US ags as the US AI stocks meltdown quiets overnight
Columbia-US tariff issues cool off, but macros whipping causing fears of black swan downside after China unveils a “cheap AI” that supposedly runs on midrange chipsets
Ags lower overnight on Arg lowering export taxes through June along with US House presenting bill to raise China tariffs and protect US farmers from the fallout financially
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