Ongoing pressure in the wheat market, U.S. export inspections and planting progress, and political risks in the United States as a government shutdown looms.
Positioning ahead of tomorrow’s USDA reports, developments in Argentina and France, fund activity on the C-B-O-T, and U.S. budget negotiations under President Donald Trump.
Stabilization in grains and oilseeds as Argentina’s export tax holiday ends, U.S. export sales, shifting wheat forecasts, and President Donald Trump’s announcement that tariff revenues will be directed toward relief for American farmers.
Argentina’s decision to reinstate export taxes, the latest upgrade to Russian production forecasts, shifts in speculative positions on European wheat and rapeseed, and finally a U.S.–EU trade development on auto tariffs reported by Bloomberg.
Wheat’s rebound from oversold levels, China’s large soybean purchases from Argentina, a flurry of tender activity, and President Donald Trump’s renewed calls for NATO to act firmly against Russian incursions.
Argentina’s suspension of export taxes, U.S. crop and export updates, and how China’s export surge is reshaping global trade flows.
Renewed weakness in soybean prices, Algeria’s tender for wheat, and China’s decision to keep benchmark lending rates unchanged despite the U.S. Federal Reserve’s rate cut.
Fresh global crop forecasts, U.S. export trends, and President Donald Trump’s latest remarks pressing allies to halt purchases of Russian oil.
Stronger outlook for French wheat exports, revised crop estimates in North America, shifts in speculative positions on MATIF, and Argentina’s central bank stepping in to defend the peso amid mounting political and economic pressures.
Stronger CBOT wheat futures, revised French crop forecasts, EU export figures, and U.S. monetary policy alongside news of President Donald Trump’s call with Indian Prime Minister Narendra Modi on tariffs and Russian oil.
The sharp plunge in corn prices, strong U.S. export inspections across grains, private corn sales for the new marketing year, soybean crush data from NOPA, crop condition updates, and progress in the U.S. wheat harvest. I will also touch on Tyson Foods’ decision to phase out corn syrup from its U.S. products by the end of twenty twenty-five.
The strong rally in corn, the latest USDA WASDE developments, Russia’s sharp increase in wheat export duties, Fitch’s downgrade of France’s credit rating, and how global trade tensions are unfolding as the U.S. and China continue high-level talks.
Brazil’s updated corn and soybean production forecast, U.S. weekly export sales, central bank actions in Europe, the U.S., and Russia, as well as new tariff measures announced by Mexico.
Falling U.S. wheat prices amid strong Russian harvest forecasts, shifting positions in matiff wheat, Jordan’s feed barley purchase, Argentina’s higher corn outlook, and the latest geopolitical developments following Poland’s downing of Russian drones.
The turnaround in grain markets, tender activity in the Middle East, new customs and stock data from Europe and Canada, the latest US labor market revision, and developments from Poland regarding Russian drone incursions.
A rebound in wheat markets, new Russian wheat productionforecasts, U.S. crop progress and exports, China’s soybean imports, and the political crisis in France after Prime Minister François Bayrou lost a confidence vote.
China’s extended anti-dumping probe into Canadian canola, the shifting trade outlook with Australia, and continued weakness in grain markets following disappointing U.S. export sales.
Choppy trading in corn and soybeans, the continued slide inwheat markets, updated U.S. yield estimates, and President Donald Trump’s finalized trade deal with Japan.
Decline in corn and soybean prices, the pressure on C-B-O-T wheat, key international purchases, shifting oil prices ahead of the OPEC-plus meeting, and the evolving positions of non-commercial participants in matiff wheat and rapeseed. I will also touch on a key development from Washington, where President Donald Trump has asked the U.S. Supreme Court to uphold his global tariffs.
Lower traded volumes in matif milling wheat due to the U.S. holiday, weaker Russian wheat prices, Australia’s updated crop outlook, and global trade tensions highlighted by remarks from President Donald Trump. I will also touch on Bloomberg’s report about European Central Bank policy.