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Tariff Reset, Screwworm Disruption & Record Cash Cattle โ€“ What a Start to the Week

by ago_admin | May 12, 2025 | Uncategorized

Author: Nathan Harris, Ag Optimus, Akron, IA Branch Monday Morning Market Recap + COT Insights | WASDE Preview | April Drought & PRRS Developments ๐Ÿ”ฅ Quick Hits Recap: โœ… Productive U.S.โ€“China trade talks โœ… WASDE report today at 11 AM ๐Ÿšง Screwworm shuts US/Mexico...

COT Report: Funds Flee to Grains as Gold and Macro Risks Dominate โ€“ Week Ending April 15

by ago_admin | Apr 21, 2025 | Uncategorized

Author: Nathan Harris, Ag Optimus, Akron, IA Branch ๐ŸŒ COT data for the week ending April 15 shows a clear pattern: managed money is pouring into the grain markets. The driver? A classic “flight to quality”, in our opinion, as investors seek safety in...

Tariffs Rattle Markets: Cattle Funds Overextended, Grains on Watch

by ago_admin | Apr 6, 2025 | Uncategorized

Author: Nathan Harris, Ag Optimus, Akron, IA Branch ๐ŸŒ Markets in Panic Mode Last week ended in a washout across nearly all financial markets.The trigger? Tariffs.President Trump is taking a hardline stance globally, prompting fears of retaliation and...

Are Cattle Prices Due for a Major Correction? A Look at Historical Bull Markets

by ago_admin | Apr 2, 2025 | Uncategorized

๐Ÿ“‰ Cattle Bull Markets โ€“ And What May Come Next ๐Ÿ„ Live Cattle: History Repeats? Top-to-bottom breaks: 1979: $80 โ†’ $51 (โ–ผ37%) 2008: $112 โ†’ $78 (โ–ผ29%) 2014: $171+ โ†’ $98.50 (โ–ผ42%) ๐Ÿ“Š Avg. Break: โ–ผ$45 or 36%๐Ÿ‘‰ From current levels, that implies a potential drop of $75,...

Grain Markets Neutral, Cattle Long: Fund Positioning Ahead of Trump’s Tariff Announcement

by ago_admin | Apr 1, 2025 | Uncategorized

Author: Nathan Harris, Ag Optimus, Akron, IA Branch Good morning, The COT data released Friday reflects reportable trader positions as of March 25th. Once again, itโ€™s clear: money flow is king!(opinion) ๐Ÿ“‰ Grains: Funds Selling Across the Board The table below shows...
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