Something Strange Is Happening With Wheat And Your Bread, Flour, and Pasta Are Next

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Something Strange Is Happening With Wheat And Your Bread, Flour, and Pasta Are Next

YouTube
#Ags this week: The #macro mood is bullish, with Crude Oil and stock markets higher to start 2026. πŸ›’οΈ Monday's #WASDE report is expected to cut Corn and Soy production. 🌽 S.A. weather looks favorable. β˜” Seasonals are bullish for Corn, Wheat, and Sugar, bearish for Milk. πŸ„

WHAT TO WATCH - important numbers being released tomorrow or soon: the Consumer Price Index (#CPI) and the #WASDE (pre-harvest #agriculture stats) among others. Here’s a list:

Friday, September 12, 2025
Employer Costs for Employee Compensation (ECEC) β€” from BLS
Measures labor cost pressures.
Quarterly Services Survey β€” Q2 2025 (detailed services sector data)
Provides deeper detail on services activity, pricing, revenue etc. Helps with understanding domestic demand, inflation in services.
Coming Up
8:30 AM ET, Tuesday, September 16
U.S. Import and Export Price Indexes for August 2025
Key for seeing international inflation transmission, trade-prices pressures.
8:30 AM ET, Tuesday, September 16
Advance Monthly Sales for Retail and Food Services for August
Direct gauge of consumer spending, retail demand β€” crucial for GDP growth, inventory, supply chain planning.
8:30 AM ET, Wednesday, September 17
New Residential Construction: Building Permits, Housing Starts for August
#finance #economy #markets

#Ags this week: CPI #inflation data on Tuesday. πŸ“ˆ Last Friday's #WASDE report had no surprises. U.S. #weather looks great; yield expectations are rising. 🌱 Hedge fund flows have been small overall. Seasonals are broadly bearish; Canola Seeds πŸ“‰.
🌽 #Ags this week: The #macro mood is bullish πŸ“ˆ as investors hope for tariff resolutions. This Friday's #WASDE report will tie together stocks, acres, and global balance sheets πŸ“Š. U.S. weather forecasts are non-threatening as we get into Corn's critical pollination window.
🌱 Looking ahead, traders will be closely watching critical long-term U.S. #weather forecasts, U.S. export demand, South American cash markets, U.S.-China trade deal headlines, and next week's important CPI #inflation data and USDA #WASDE updates.
#Ags this week: The #macro mood is BEARISH. 🐻 Thursday brings CPI #inflation data and the April #WASDE report. The WCB is dry, the SCB is wet. πŸ’§ Momentum CTAs are selling, and #hedgefunds are the shortest they've been in six months. πŸ“‰ Markets will follow #tariff headlines. πŸ“°