WASDE report – March 2015

Pavel Hála | Analyses | 16. 3. 2015

World Agricultural Supply and Demand Estimates Report (WASDE) was published last week by the United States Department of Agriculture (USDA). I’ll focus on grains only because that’s the area of my interest. So what impact the report had? Bullish on corn, bearish on soybeans and slightly bullish on wheat in a nutshell. The biggest change…

More

Trading grains in the current environment

Pavel Hála | Trading ideas | 2. 2. 2015

Given the current uncertainty in general markets (VIX is above 21 right now), it seems wise to escape into some uncorrelated assets. Grains fit this criterion quite well, given their low correlation with major asset classes like stocks or bonds. I’ll focus on corn and soybeans, because I don’t trade wheat regularly (I have nothing…

More

Big move in grains

Pavel Hála | Analyses | 29. 3. 2013

We saw a big move down in grains yesterday. Thats because USDA released their prospective plantings and grain stocks reports. Farmers want to plant more acres of both corn and wheat this year. Corn estimate is at record 97.3 million acres against 97.16 last year. Soybeans came at four highest ever at 77.1 million acres…

More