Mastodawn

🌱 #Ags this week: The macro backdrop remains mixed; stocks are up, and the U.S. dollar is stubbornly strong. Weekend Crude Oil markets point lower on new U.S.-Iran peace deal headlines. 🛢️ Corn Belt weather looks warm and drier again this week. 🌤️ Corn demand is strong. Funds still hold historically large long positions. Important seasonal trends kick off this week for Milk, Corn, Palm Oil, Canola Seeds, Wheat, and Matif Rapeseeds. Memorial Day Monday, PCE Inflation data Thursday. 📊

CBC Ottawa May 14

Councillors vote to keep grip on parkland cash in unprecedented snub of AG's advice
The city’s auditor general says she’s disappointed council rejected her recommendation to loosen their grip on parkland accounts that one city councillor described as 'slush funds.'
https://www.cbc.ca/news/canada/ottawa/councillors-vote-to-keep-grip-on-parkland-cash-in-unprecedented-snub-of-ag-s-advice-9.7198502?cmp=rss

🅱🅸🅶🅾🆁🆁🅴.🅾🆁🅶 May 10

Aviation weather for Bush airport in Augusta area (USA) is “METAR KAGS 101353Z 26005KT 10SM CLR 22/17 A3001 RMK AO2 SLP159 T02220172” : See what it means on https://www.bigorre.org/aero/meteo/kags/en #bushairport #airport #augusta #usa #kags #ags #metar #aviation #aviationweather #avgeek vl

Bush airport in Augusta (United State) aviation weather and informations KAGS AGS

Aviation weather with TAF and METAR, Maps, hotels and aeronautical information for Bush airport in Augusta (United State)

Bigorre.org

Peak Trading Research May 6

CRUDE DOWN🛢️ = AGS DOWN🌾

Brent Crude -6.0% today. 18th such session in 5 years.

When Crude tanks, #ags follow. Average daily moves:

↓ Bean Oil -2.72%
↓ Chicago Wheat -2.01%
↓ Oats -1.84%
↓ Cotton -1.58%

Energy often drives ags. Today is one of those days. 💥

Peak Trading Research May 3

🌾 #Ags this week:
📊 Equities at ATHs, commodity FX strong 💱, inflation building 🔥 → macro tailwinds
💰 Funds ~$31B net long (most in 4 yrs), crowded in Bean Oil + Spring Wheat ⚠️
🌧️ Corn Belt wet & cold into mid-May → planting delays
📊 Seasonals still bullish … but turning, led by Cotton this week 🧵📉
📅 BIG week: NFP Friday 💼 + ag earnings (Tyson, ADM, Corteva)

Peak Trading Research May 2

🚜 Funds BULLED UP in #Ags. 🌽
$31B: Longest in 4 years! 📈
Bullish macro + weather risks. 🌦️
What's not to love right now? ❤️

Peak Trading Research May 2

🚜 Funds are piling back into #ags! 🌽

+96k contracts last week, +84k more since Tuesday.

Wet U.S. planting + Brazil questions + Wheat damage + elevated Crude + SPX at ATHs.

The bid is back. 💰 💪🏼

Peak Trading Research May 1

What a month for #commodities! 🚀 Gasoline +18.3% ⛽ Brent +14.8% 🛢️ Cotton +14.0% 🧵. Iran headlines, higher input costs, supportive seasonals, and bullish momentum all converged. #Energy led 🥇 and #ags followed 🌾

Peak Trading Research Apr 26

🌱 #Ags this week: Crude +16.5% 📈, stocks up → bullish #macro for ags 🌽. Funds confidently +$28.4B net long (4yr high). Planting picks up, Plains still dry. ☀️ Seasonals are bullish into May, clock is ticking ⏳. BIG week: Fed Wednesday, GDP, PCE, earnings. 🚜

Peak Trading Research Apr 19

🌱 #Ags this week: Iran re-closed Hormuz. 🛢️ Funds added record new longs in Soybean Meal; Non-Commercials are +$28.3B net long across the ag complex, the longest in four years. 📈 The Corn Belt is wet; Plains are dry. 🌧️ Coffee seasonals are bearish; Nat Gas is bullish. 🚜