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…

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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…

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Wheat spread trade

Pavel Hála | Trading ideas | 13. 2. 2013

I’m watching one CBOT wheat interdelivery spread. It’s ZWZ13-ZWN13. Seasonality is pushing the spread up: ZWZ11-ZWN11 was an abnormal year and it’s distorting our chart. Luckily in our spreadcharts.com app you can interact with charts and that includes our seasonality analysis. If you click on the ZWZ11-ZWN11 in the legend or the little orange square…

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