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Episodes
7 days ago
7 days ago
- Wheat
- U.S. winter wheat crop has endured challenges
- Will April rains be welcomed?
- Weather
- La Niña expected to fade in the coming weeks
- U.S. Midwest dealing with more drought and dryness headed into spring planting season
- Economy
- Fed holds rates steady but eases via treasury holdings
- FOMC lowers 2025 growth forecast and raises inflation forecast
- With two opposite battles to find, will Chairman Powell likely choose slowing growth as the most eminent problem?
- Join us next Wednesday, March 26 for our Seasonal Market Outlook webinar!
- Look out for your invite or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday Mar 14, 2025
Friday Mar 14, 2025
- Inflation, while elevated, is taking a back seat to tariff troubles
- Consumer sentiment and spending is declining, raising questions about future demand
- Wall Street and others are lowering their U.S. growth forecasts: Will this spread globally?
- Time to talk 2026 sugar with your suppliers
- May the Luck O’ the Irish be with you!
- Our next webinar: Seasonal Market Outlook
- Wednesday, March 26, 2025
- Look for your invite next week, or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Shawn Bingham, Director of Commodity Risk Management
Tuesday Mar 11, 2025
Tuesday Mar 11, 2025
- Corn and soy complex
- U.S. corn, soybean balance sheets unchanged with much in the way of consumption uncertainty
- Global S&D for corn and soybeans both show declining ending stocks vs. last month’s report
- Wheat
- USDA cuts exports due to slower sales and shipments
- Global wheat ending stocks FINALLY deviate from the 257 MMT stranglehold!
- Sugar
- Sugar deliveries lowered
- Beet production increased to a record amount
- Our next webinar: Seasonal Market Outlook
- Wednesday, March 26, 2025
- Look for your email invite, or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Mar 07, 2025
Friday Mar 07, 2025
- Outlining risks and impacts in the short- and long-term for grains and softs
- Import tariffs and agricultural products coming in…
- Impact on some edible oil, corn-derivative, cocoa, and sugar markets
- Retaliatory tariffs and agricultural products going out…
- Impact on corn, wheat, soy complex, and meat exports
- Wheat
- Impacts net bearish long term, but regional basis could rise without Canadian wheat imports
- Cocoa
- Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffs
- Sugar
- Mexican sugar imports at risk of tariffs—longer-term price implications
- Bearish corn, soybeans, and soybean meal but very supportive for soybean oil
- Smaller and niche edible oil markets most impacted by import tariffs
- Our next webinar: Seasonal Market Outlook
- Wednesday, March 26, 2025
- Look for your invite next week, or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Friday Feb 28, 2025
Friday Feb 28, 2025
- Corn
- Acreage near expectations
- Ending stocks to grow
- Will we see growth in consumption in 2025/26?
- Soybeans
- Small reduction in yield
- Ending stocks to decline, but consumption remains a question
- Wheat
- U.S. wheat acreage target vs. 2024
- Some questions around spring wheat acres and yield being too high
- Ending stocks could offer a small surplus
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Wednesday Feb 26, 2025
Wednesday Feb 26, 2025
- Focus:
- What's happening in the sugar industry and with sugar negotiations
- Big question:
- How are negotiations at this year’s Colloquium comparing to the past few years?
- Patient vs. pushing
- Are we seeing the “first buy is the best buy” mentality this year?
- Big topics:
- Upcoming crop outlook
- Tariffs, demand, and weight-loss drugs
- Will the sugar still flow?
- What about sugar-containing products?
- Possible situation with domestic production and consumption?
- It's going to be an interesting round of negotiations over the next few months!
- Shout-out to Craig Ruffolo and Shawn Bingham for their fantastic presentations!
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Feb 21, 2025
Friday Feb 21, 2025
- Wheat
- Assessing winterkill risk on wheat
- HRW: What does the 10-year harvested area average look like?
- How does this winter compare to years past?
- Commodity index funds
- Inflation worries are driving new investor money into commodity index funds
- Top diversified commodity funds are seeing strong growth in new assets
- Update on allocations to agricultural commodities as part of a diversified fund portfolio
- How much have these funds contributed to new long positions in corn, wheat, and sugar futures from last year's lows?
- 2025 International Sweetener Colloquium
- Kicks of this Sunday, Feb. 23
- Seven representatives of McKeany-Flavell will be in attendance
- Watch Craig Ruffolo speak on the North American Sweetener Market Outlook panel on Feb. 24!
- Watch Shawn Bingham speak on Risk Management in Volatile Markets on Feb. 25!
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday Feb 14, 2025
Friday Feb 14, 2025
- Cocoa arrival numbers and weather tell of a promising season ahead
- Major cocoa and chocolate producers are concerned about how cocoa prices can affect their financial performance and projections for the year
- Q4 2024 grind showed a decline in demand: Will Q1 2025 grind help with the trajectory?
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event!
- Wednesday, April 23, 2025
- Registration is now open!
Host: Eric Thornton, Senior Commodity Advisor
Expert: Marilyn Adutwum, Data Analyst
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
- Corn and soy complex
- USDA leaves U.S. corn/soybean balance sheet unchanged
- Wheat
- Limited changes to note for wheat
- U.S. wheat food demand increases, but was it justified?
- Global endings stocks: How much lower vs. last year?
- Sugar
- Sugar deliveries now compared to last year
- TRQ imports lowered
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event!
- Wednesday, April 23, 2025
- Registration is now open!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Feb 07, 2025
Friday Feb 07, 2025
- Jobs number disappoints slightly but revisions to prior months were positive
- Unemployment rate falls to lowest in eight months
- Wage growth is accelerating but will it keep the Fed sidelined?
- Final tariff policy and impact still a big unknown: Leaning towards inflationary?
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event!
- Wednesday, April 23, 2025
- Registration is now open!
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Commodity Risk Management