Weekly Reports

Research reports analyzing long-term structural and fundamental trends. Each report includes a detailed commodity outlook and in-depth analysis about a relevant topic for that week.

Weekly Newsletter, May 2

May 2, 4:30 pm | Weekly Reports

In this week’s newsletter, we take a look at the accuracy of the USDA’s new crop supply & demand forecasts in its May WASDE report (due in just one week). As always, charts and market commentary is included.

Download Report


Weekly Newsletter, April 25 (Corrected)

Apr 26, 9:57 am | Weekly Reports

There were some errors in the Weekly Newsletter we sent out yesterday.

The errors were in comments about the 2017/18 soybean exporters ending stocks/use ratio, the price models based on that ratio, and the price table.

The “net” result is that the model’s projected price in the Corrected version is 10 cents higher than what was stated in yesterday’s version.

Download Report