Jerry Gidel | TalkMarkets | Page 14
Senior Account Executive, Grain Strategist
Mr. Gidel an Agricultural Economist with extensive experience in the brokerage industry analyzing and trading futures and options prices. Jerry began his career in 1977 as a Feedgrain Analyst & Consultant at FGL after completing graduate studies at Iowa State University in Agricultural ...more

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Lower US Corn & Soybean Crops Are Expected Next Month
This year’s output levels still remain important to the corn and soybean markets, but diplomatic news remains the trade’s overriding cloud.
Smaller-Than-Expected US Corn & Soybeans Crops Rebound Values
The commercials need to secure US corn supplies for export and soybeans for US processing as the US harvest winds down suggests the market will be quite sensitive to weather and trade news.
Slight US Crop Changes Expected With Corn Up & Soybeans Down
The upcoming USDA’s crop report has the trade anticipating slightly lower US corn and soybean crops resulting in modest changes in each upcoming 2018/19 balance sheets on November 8.
Below Trade Expectations Firm Corn And Soybean Prices
Despite a lower output than expected, soybeans supplies remain sizable with only a major weather or trade change likely opening up potential above $9.00.
Pre-October USDA Crop Report
Rains have slowed harvest in the WCB reducing crop yield ideas.
2017/18 Stocks Higher Than USDA & Trade, But Wheat Up Slightly
Friday’s September Quarterly Stocks & Small Grains reports provided some surprises in both corn and soybean final stocks while wheat’s 2018 US crop size was modestly higher than its August level.
Strong PNW Yields And Lower US Wheat Exports Jump Stocks
Despite a possible near-term setback because of sluggish US demand, tight world, exportable supplies will likely rebound US exports later this fall/winter.
September Bean & Corn Stocks
Recent demand increases likely limit old-crop stocks changes.
Higher Grain And Soybean Crops, But US Stocks Changes Limited
The USDA’s aggressive 2018 corn yield approach has surprised the markets, particularly given the 12-14 day advance in corn’s maturity vs 2017.
Midwest Crop Tour & August Weather Impact Corn & Bean Yields
Approaching the USDA production and supply/demand reports on September 12, the general expectations are the two major crops output might go in slightly different directions.
US Corn Crop Large, But Maturity Limits Upside - Bean Pods High
2018’s pod counts were higher in every state’s vs 2017. This year’s 11.3% higher numbers prompted the PF tour to up its yield to 53.0 bu vs. USDA’s Aug. 51.6.
Despite Declining Ratings, Big Corn & Bean Crops Stun Markets
After this month’s sharp price break, corn and soybean values are near 2018 lows. Given 2018’s erratic weather patterns in many parts of the Central US and the Northern Hemisphere hold sales for now.
Pre-August Crop Report
As we approach the USDA’s 2018 crop report on August 10, more trade chatter has been surfacing about this year’s corn and soybean prospects.
US July Wheat & Supply/Demand Updates
2018/19 US demand revised, but only beans stocks jumped big.
Pre-July US Wheat/S&D Updates
A post-tariff announcement relief rally has begun. However, a report of trade negotiations beginning and hot and dry weather returning to the central US are needed to sustain Friday’s soybean and corn price recoveries.
Corn, Wheat & Beans Acres Higher
The USDA’s updated acreage levels have opened more 2018/19 crop potential, but corn’s last half July pollination weather & shrinking world wheat output remain highly important to both crops price.
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