Agri Blog
Tariff Reset, Screwworm Disruption & Record Cash Cattle – What a Start to the Week
Author: Nathan Harris, Ag Optimus, Akron, IA Branch Monday Morning Market Recap + COT Insights | WASDE Preview | April Drought & PRRS Developments 🔥 Quick Hits Recap: ✅ Productive U.S.–China trade talks ✅ WASDE report today at 11 AM 🚧 Screwworm shuts US/Mexico...
COT Report: Funds Flee to Grains as Gold and Macro Risks Dominate – Week Ending April 15
Author: Nathan Harris, Ag Optimus, Akron, IA Branch 🌐 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 tangible assets...
Tariffs Rattle Markets: Cattle Funds Overextended, Grains on Watch
Author: Nathan Harris, Ag Optimus, Akron, IA Branch 🌐 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
📉 Cattle Bull Markets – And What May Come Next 🐄 Live Cattle: History Repeats? Top-to-bottom breaks: 1979: $80 → $51 (▼37%) 2008: $112 → $78 (▼29%) 2014: $171+ → $98.50 (▼42%) 📊 Avg. Break: ▼$45 or 36%👉 From current levels, that implies a potential drop of $75,...
Grain Markets Neutral, Cattle Long: Fund Positioning Ahead of Trump’s Tariff Announcement
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, it’s clear: money flow is king!(opinion) 📉 Grains: Funds Selling Across the Board The table below shows...
USDA Prospective Plantings Report: Fund Positioning Shows Corn Surge at Expense of Soybeans and Cotton
Author: Nathan Harris, Ag Optimus, Akron, IA Branch Good morning, COT data from Friday’s release is attached. Today wraps up the month, the first quarter, and brings with it two major market-moving USDA reports:📊 Prospective Plantings & Grain Stocks.March 31 is...
COT Report: Funds Exit Grains, Build Cattle Positions Ahead of USDA Plantings Report
Author: Nathan Harris, Ag Optimus, Akron, IA Branch Good Morning! Friday’s CFTC Commitment of Traders report showed what we believe to be a clear trend:money is flowing out of grains and into cattle. See the table below for a full breakdown. Image: ADMIS 🌽 Grains:...
Fund Selling Continues: COT Report Shows Major Grain Liquidation as Growing Season Approaches
. Author: Nathan Harris, Ag Optimus, Akron, IA Branch Attached is Friday’s COT data release—no surprise—more liquidation in the grain complex. 🌽 Grains: Funds Liquidate More Corn Longs Funds have rushed to the exits on another 73k corn longs, bringing their net...
Market Update: Funds Sell Off Ag Commodities Amid Trade War Concerns
Market Update: Massive Fund Liquidation Hits Ag Commodities – March 4 COT Report 📊 COT Report: Fund Selling Dominates the Market Friday’s Commitment of Traders (COT) report confirmed widespread fund liquidation across major ag commodities. Managed Money Sell-Off...
COT Report & Market Recap: Managed Money’s Big Impact – March 1 Update
Author: Author: Nathan Harris, Ag Optimus, Akron, IA Branch COT Report & Market Recap: Managed Money’s Big Impact – March 1 Update 📊 Commitment of Traders (COT) Report – Key Takeaways Managed Money flow played a major role in last week’s price action. CFTC report...