February 14, 2020
- Forward look at the domestic raw sugar market
- What’s influencing the rise in the #11 market?
- Prediction for tightness Q3 2020
- Register for our Spring Seminar!
- And Happy Valentine’s Day!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
February 11, 2020
- Corn
- Yawn
- Although possible changes to acreage over the next few months
- Soybeans
- Drop in ending stocks
- Impact of the coronavirus
- Sugar
- Going to the Sweetener Colloquium? Take a pic with Mike and get a discount to our Spring Seminar!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
February 7, 2020
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
January 31, 2020
- Systematic indicators suggest now is a good time to buy:
- soybean and soybean products
- possibly other markets?
- Just how much more length will specs take out of positions?
Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Founder, ABSR Research, Chicago
January 24, 2020
- Changing global dynamics to shape grain and oilseed markets.
- Biodiesel uncertainties add complexity to traditional edible oil supply and demand factors.
- Volatility for #11 contrasts with stability in normal year conditions for #16, domestic sugar markets.
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
January 17, 2020
- Suspension Agreements reinstituted
- USMCA ratified
- U.S.-China Phase One agreement
- Minor impact on commodities
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
January 10, 2020
- Sugar
- Louisiana cane production revised lower, beet slightly higher
- Soybeans
- Lower harvested soy acreage = more supply?
- Corn
- Sharp increase to corn for feed supported by livestock inventories, meat exports
- And introducing Eric Thornton, our newly hired commodity specialist!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
December 20, 2019
- New face coming to McKeany-Flavell in early 2020?
- Sugar: 2017 Amended Suspension Agreement reinstated
- Edible oils markets to stay strong.
- Ethanol industry to keep up the good fight.
- Dairy herd on the rebound.
- CBD sales to hit $1.0 billion.
- Geaux Tigers!
Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Expert: Jeffrey Rasinski, Consultant
Expert: Craig Ruffolo, Vice President – Commodity Specialist
December 13, 2019
- Old folks reminisce about 1980s holiday shopping
- U.S.-China and U.S.-Mexico-Canada deals
- Fed keeps rates flat and indicates no immediate rate cuts to come
- Could hikes come post-trade agreements?
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Founder, ABSR Research, Chicago
December 10, 2019
- Review of domestic hog, poultry, and cattle inventories
- Export market opportunities?
- Impact on feed prices
- Massive reductions in sugar supply
- Ratification of the USMCA?
Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
