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Episodes
19 minutes ago
19 minutes ago
- Consumer inflation edges higher in June
- Wholesale prices surprise by falling
- Market shaves off some of the rate reductions but still sees lower funds target at year-end
- Is Chairman Powell content to keep rates steady until tariff rates and policies are better understood?
- Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to:
- Real-time market updates and technical analysis
- Discussion of supply and demand fundamentals
- Price forecasts
- As well as charts, tables, and downloadable PowerPoint market overviews
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management
7 days ago
7 days ago
- Wheat
- U.S. wheat ending stocks projected higher YOY
- Production up due to higher yields?
- Global production is declining
- Corn
- U.S. corn ending stocks fall further for this year and next
- Who is the big buyer of corn?
- Consumption assumptions are strong!
- Soy complex
- BBB and EPA driving large biofuel consumption for soybean oil in 2025/26
- Food use change is a head-scratcher
- What’s 2025/26 looking like?
- Sugar
- Sugar deliveries for food use are down from last year
- What’s the forecast for 2026?
- Beet production lowered
- Mexico imports down
- Sugar deliveries for food use are down from last year
- Next week is our Wheat Market Update Webinar!
- Wed., July 19, 11am PT / 2pm ET
- Be on the lookout for your invite or sign up now at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Thursday Jul 03, 2025
Thursday Jul 03, 2025
- Recap of the Acreage and Grain Stocks reports
- How’s the weather forecast looking for the first half of July?
- Trump’s tariff deadline is next week, Jul. 9
- Will we see more threats and volatility?
- Our upcoming webinar: Wheat Market Update Webinar
- Wed., July 19, 11am PT / 2pm ET
- Be on the lookout for your invite or sign up now at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Friday Jun 27, 2025
Friday Jun 27, 2025
- Contrarian growth points:
- Q2 2025 GDP set to rebound, but how sharply?
- Forward inflation favorable to Fed’s target
- Will tax cuts be extended?
- Prediction! Interest rates lower this time next year
- Equities hit record high
- USDA's Acreage and Grain Stocks reports out on Monday!
- Setting the tone for the coming months
- Mike is live at the Western Candy Conference!
- Save the date for our next webinar!
- Wheat Market Update Webinar
- Wed., July 19, 11am PT / 2pm ET
- Look for your invite going out next week or sign up now at mckeany-flavell.com
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday Jun 20, 2025
Friday Jun 20, 2025
- Meet RTi Global
- Who they are and what they do
- Find them on YouTube: https://www.youtube.com/@RTiGetResinSmart
- And LinkedIn: https://www.linkedin.com/company/resin-technology-inc/
- Polyethylene (PE) and polypropylene (PP)
- Where we are and where have we been?
- Hurricane season could add market volatility
- Tariffs, geopolitics, and trade are impactful in resins, as is the case with everything else!
- Market outlook and strategies for resin buyers to consider
- Our next webinar is next week!
- Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction
- Wed., June 25, 11am PT / 2pm ET
- Look out for your invite or sign up now at mckeany-flavell.com
Host: Nicole Thomas, Vice President – Information Services
Guest Expert: Michael Workman, Growth Director at ResinSmart by RTi Global
Guest Expert: Kevin Mekaru, Senior Business Unit Lead, Commodity Plastic Resin, RTi Global
www.resinsmart.ai
Thursday Jun 12, 2025
Thursday Jun 12, 2025
- Typical June WASDE with few changes to grain supply and demand estimates
- Corn
- 2024/25 corn exports increased, lowering ending stocks by same amount
- Brazil and Argentina corn production unchanged at 130 MMT and 50 MMT
- Wheat
- 2025/26 wheat saw a healthy increase to exports
- Soy complex
- No changes to U.S. soybean complex estimates
- Sugar
- Sugar deliveries continue to trend lower
- Beet production also lowered for current and next year
- Update on sugar negotiations
- Our next webinar is fast approaching!
- Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction
- Wed., June 25, 11am PT / 2pm ET
- Look out for your invite or sign up on mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Jun 06, 2025
Friday Jun 06, 2025
- Brazil
- Harvest ramping up with production expected to increase
- Corn crops encroaching on sugar?
- India
- Production to rebound in 2025/26
- What are the struggles their sugar crops are facing?
- Thailand
- Next key exporter behind Brazil
- Can we expect a similar crop to last year?
- What are #11 world futures market trading at now?
- Our upcoming webinar!
- Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction
- Wed., June 25, 11am PT / 2pm ET
- Look for your invite going out the week of June 9 or sign up now on mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday May 30, 2025
Friday May 30, 2025
- Legacy vs. disaggregated report
- Long format vs. short format
- Futures only vs. futures and options
- Commercial vs. non-commercial
- Managed money vs. other report tables
- The supplemental CIT report
- Save the date for our next webinar!
- Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction
- Wed., June 25, 11am PT / 2pm ET
- Look for your invite going out the week of June 9 or sign up now on mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday May 23, 2025
Friday May 23, 2025
- Memorial Day is here, and current conditions in the U.S. are ideal
- Spring row crops off to a good start
- A pattern switch to more warmth and dryness is still expected
- Hurricane season begins Jun. 1
- Another active year is forecasted
- Missed our 2025 Spring Market Seminar in April?
- IQ Premier-level subscribers may now watch presentation videos here!
- Not an IQ platform subscriber? Contact us to learn more!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Friday May 16, 2025
Friday May 16, 2025
- What’s new this year at the Sweets and Snacks Expo?
- Sugary treats vs. chocolate offerings: Who’s winning?
- Freeze-dried candy: Even bigger than last year!
- Lots of talk around new regulations for artificial dyes and possible challenges
- Wheat
- Wheat crop tour in Kansas showing good potential
- Some risk of virus and disease
- Could use an end to the rains in June before harvest
- H2 2025 wheat futures: Buy now?
- Missed our 2025 Spring Market Seminar in April?
- IQ Premier-level subscribers may now watch presentation videos here!
- Not an IQ platform subscriber? Contact us to learn more!
- Our next webinar is fast approaching!
- Economy Update Webinar: Economic Growth, Employment, Inflation, & Global Trade
- Wed., May 21, 11 am PT / 2 pm ET
- Look for your invite or sign up now on mckeany-flavell.com
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor