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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Apr 21, 2023
Friday Apr 21, 2023
- ADPI (American Dairy Products Institute) annual conference kicks off this weekend
- Milk production report out last week
- Milk production up from last year
- February numbers revised higher
- Herd has increased
- Jeff does the math!
- Bigger herd + higher yield = more milk!
- Awaiting the cold storage report next week
- Stayed tuned: What will butter do?!?
- Look for your invite coming soon for our next webinar
- Dairy market outlook webinar – May 17
- Seats still available for our 2023 Spring Market Seminar!
- Next Wednesday, 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 Apr 14, 2023
Friday Apr 14, 2023
- #11 market trading near $0.24 per lb on speculative trading influence
- What’s supporting higher prices?
- Lower production in India
- A weak U.S. dollar
- Higher crude oil prices
- #16 domestic raw sugar following along for the ride as high-tier imports prevail
- 2023 Spring Market Seminar registration is almost here!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
- Sugar
- No changes to demand
- Stocks-to-use ratio up to a healthy 14.9%
- Although prices don't reflect that
- Supplies increased on added high-tier imports
- USDA reversed course on Mexico
- Wheat
- Reduction in ending stocks
- Small change to the U.S. balance sheet
- Soy complex
- All about Argentina!
- Drought and lower production
- Brazil offsets lower numbers to a degree
- More active Chinese importing from Brazil
- All about Argentina!
- Corn
- Slight reduction in global ending stocks
- U.S. shows reduction in imports, no change in ending stocks
- Markets are watching for planting intentions and upcoming 2023/24 crop
- The farmers are out in the fields!
- 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Apr 07, 2023
Friday Apr 07, 2023
- Economy
- Employment data comes in mostly as expected, but still the softest jobs growth in over two years
- The unemployment rate dips to 3.5%, holding at multi-year lows
- Wage growth slowed considerably to 4.2%, from 4.6% in February
- Barring significantly higher inflation data next week, this could give the Fed reason to pause in May
- Crops and commodities
- Loads of reports to digest next week!
- First crop progress report of 2023
- Winter wheat conditions remain abysmal
- Are we headed for a “Super El Niño?”
- 2023 Spring Market Seminar registration
- Seats are going fast! Register today!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist
Friday Mar 31, 2023
Friday Mar 31, 2023
- Corn & soy complex
- Corn acreage above expectations, no additional help for soybeans
- Corn stocks slightly below analysts’ forecast but bigger story is on-farm holdings
- Soybean stocks may indicate improvement to come for 2022/23 balance sheet
- Wheat
- Wheat acreage up 4.2 million acres
- Stocks for wheat down 8%
- Sugar
- Sugar beet acreage down 4% YOY
- 2023 Spring Market Seminar registration is open
- Seats are going fast!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Mar 24, 2023
Friday Mar 24, 2023
- Learn about Pamoja Farms and Ten Senses
- Farmers, producers of macadamia nuts
- Focused on sustainability
- Smarter growing practices and methodology
- Where are macadamia nuts grown and harvested?
- Current state of the macadamia nut market
- Three factors influencing the market today
- What does the future hold for macadamia nuts?
- 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
Guest expert: Guillaume Maillard, Founder & Director at Pamoja Farms
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