Market News & Insights

Market Insights: Is The “Trump Rally” For Real?

Summary: Although the US major stock markets are at or near all-time highs, the economic data signals continued US and global growth. My viewpoint is that we are still in the early stages of what could be a multi-year growth cycle. Here’s some detail on my thought process: If you…

U.S. Corn Futures Weekly Outlook: Headwinds Persist

May corn futures moved slightly higher this week, closing up 3 ¼-cents per bushel week-on-week, finishing on Friday (3/17) at $3.67 ½. Friday’s positive close was important for corn bulls with May corn futures under significant selling pressure from March 6th through March 14th, breaking 23-cents per bushel from high-to-low…

Global Markets Update: Demographics May Hurt Future Returns

Equity markets continue to move higher on the hopes of fiscal stimulus in the U.S. But the pressure is on… Analysts are increasingly divided into bearish and bullish camps, as the politicians must now deliver on their promises to avoid disappointing the stock market. Stocks & Bonds Looking at the…

Corn Futures Outlook: Weighing Brazil’s Record Production

May corn futures for 2017 moved sharply lower this week, closing down 16 ½-cents per bushel week-on-week, finishing on Friday (3/10) at $3.64 ¼. Friday’s close was disappointing for Corn Bulls with May corn futures unable to hold the 100-day moving average at $3.673. May corn futures had not closed…

Market Update: Federal Reserve Signals March Rate Hike

The S&P 500 Index (INDEXSP:.INX) rallied for the sixth week in a row and the Dow Industrials crossed the 21000 level for the first time last week. Stronger-than-anticipated economic data and a 15-year high in consumer confidence helped spark the gains in the blue-chip averages. The fact that the economy…

U.S. Corn Futures Weekly Market Outlook – March 5

May corn futures moved higher this week, closing up 10-cents per bushel week-on-week, finishing on Friday (March 3) at $3.80 ¾. On Tuesday, May corn futures took a run at the recent 2017 day high of $3.87 ¼; coming within a penny. However ultimately the buy paper hesitated and corn…

U.S. Corn Futures Weekly Review: 2017 USDA Ag Outlook

March corn futures moved lower last week, closing down 4 ¼-cents per bushel week-on-week, finishing on Friday (2/24) at $3.64. March corn futures are now 16-cents per bushel removed from the prior week’s day high of $3.80 (2/16). Friday’s March Corn futures (CH7) close was below both the 35 and…

Foreign Trade Is THE Canary In The Coal Mine

How Donald Trump’s protectionist trade policies (whether tariffs/border adjustment taxes) impact the US economy is really not well understood. And therefore they are hard to realistically value, especially since there is so much at stake and so many disparate stakeholders. We can thus far assume this: Although the proposal for…

Market Update: Adjusting To The New Economic Climate

Each money manager and/or investor has a process that helps them determine when, how and how much to invest. The process that I use starts by looking at whether the United States and/or global economy is expanding or contracting. In other words, I first try to determine whether the global…