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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Mar 17, 2023
Friday Mar 17, 2023
- Live from Hawaii!
- Close community of candy manufacturers and their suppliers
- Highlights from the conference:
- Hawaii Governor Josh Green
- Ed Shultz, President & CEO of Hawaiian Host Group (HGG)
- Panels on manufacturing and labor challenges
- Kevin Combs talked sugar negotiations!
- Mark Rush, President of YSA Ingredients on the fruit and nutmeats markets
- Joevic Fabregas of SF Bay Commodities on edible oils and current challenges
- Mike’s special guest on the podcast!
- Economist Byron Gangnes
- What will raising fed rates mean for the economy?
- Labor market woes
- Is COVID-19 still an issue on the U.S. market?
- A bad week for banks: More to come?
- What to expect moving forward
- Economist Byron Gangnes
- McKeany-Flavell's 2023 Spring Market Seminar registration is open!
- In-person or live streaming
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Byron Gangnes, Economist
Friday Mar 10, 2023
Friday Mar 10, 2023
- In general, lower attendance this year
- What’s trending
- What’s not trending
- Some of Mike’s favorites
- Awards going to:
- What/Why
- Most Likely Not to Try It
- Maybe Gonna Try It
- 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host & expert: Michael Caughlan, President & CEO
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
- Wheat
- No U.S. changes for wheat, but global stocks tighten
- Kazakhstan makes an appearance on the podcast!
- Corn & soy complex
- U.S. corn ending stocks get a boost… as well as global stocks?
- USDA lowers Argentinian production in line with trade projections
- Sugar
- USDA resets stocks-to-use to 13.5%
- Beet production increased 60,000 STRV
- Mexico imports lowered 171,000 STRV
- Upcoming webinar: Spring Market Outlook
- Wednesday, March 29, 2023
- Register here
- 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Mar 03, 2023
Friday Mar 03, 2023
- Western Food Introduction
- New facility in Pine Bluff, Arkansas
- Rice, ancient grain, and alternative flour producer
- Rice market overview
- Tight supply: record high prices
- Huge acreage reduction in 2022 in California
- Demand has held strong for rice and rice flour
- Ancient grains
- Quinoa growth has plateaued
- Chickpea and lentils seeing significant growth
- 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- Attend in person or virtually
- Visit mckeany-flavell.com to register!
Host: Eric Thornton, Commodity Specialist
Expert: Matt Cox, VP of Sales, Western Foods
Wednesday Mar 01, 2023
Wednesday Mar 01, 2023
- Didn’t attend? Here’s the discussions you missed:
- Transportation
- Sugar reduction
- Sustainability
- Sugar policy
- Economy
- Bookings and negotiations for 2024
- Timing is everything!
- More negotiations taking place now than in past years
- Biggest driver of price for next crop
- World market is stronger, lifting prices
- To sum up:
- Great networking opportunities
- Record attendance
- Broader spectrum of users
- See you next year in Miami!
- Speaking of great networking opportunities!
- McKeany-Flavell's 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- In-person or virtual
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Feb 24, 2023
Friday Feb 24, 2023
- Six more weeks of winter or an early springtime flush
- Did the heifer see her shadow?
- How is the dairy herd starting 2023?
- Milk yield in Jan 2023 vs. 2022
- Total milk output
- International prices for dairy products
- 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- Attend in person or virtually
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Feb 17, 2023
Friday Feb 17, 2023
- Jobs grow by 517,000
- Double the normal expectations
- Consumer prices up 6.4% ahead of expectations
- Retail sales jump 3%
- More than double the estimate
- Producer prices revised higher for December and beating expectations in January at 6.0%
- Overnight Fed funds rate at year-end jumps from 4.40 to 5.08% on talk FOMC might return to 50bp hikes
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Attend in person or virtually
- Visit mckeany-flavell.com to register!
Host: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday Feb 10, 2023
Friday Feb 10, 2023
- Main season starting to wind down
- Weather and market expectations for mid-crop
- Q4 grinds weaker than expected
- That helps offset trimmed production forecasts
- Deficit or surplus year? What buyers are doing
- Origins continue to sign agreements
- Look for increasing domestic bean processing
- Jeff’s take on the cocoa futures market
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Attend in person or virtually
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Wednesday Feb 08, 2023
Wednesday Feb 08, 2023
- Corn & soy complex
- Corn and soybean balance sheets reflect status quo
- Soybean ending stocks improve
- Brazil soybean crop phenomenal!
- Edible oils
- Soybean oil: Reduction in crush
- Vegetable oil up YOY
- Wheat
- U.S. wheat balance sheet rises “an entire” 1 million bushel: Hardly any changes
- USDA finally raised Russian wheat crop production, but was it enough?
- Sugar
- Beet production raised 52,000 STRV to 5.1 million STRV
- Louisiana cane production lowered 83,000 STRV on December freeze damage
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Feb 03, 2023
Friday Feb 03, 2023
- Was Dr. Strange a market forecaster?
- Factors creating soft floors and ceilings for corn and soy (and soybean oil)
- Extended: Edible oils timing and coverage in uncertain markets
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services