Author: Michael Ferrari, PhD
VP, Applied Technology & Research
One year and several closed funds later, there was a noted difference embedded within many of the discussions at this year’s TradeTech 2010 event, held in New York. At the 2009 conference, Lehman had not yet failed, so where there was hubris on the part of many [...]
Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Per monday’s note, spot sugar futures coming down:
Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Will this be the week where world sugar breaks, or will the impressive rally in raw sugar continue? While most in the ags space spend nearly all of their time and energy in analyzing the grains sector, the big story, and one that will continue to unfold [...]
Author: Michael Ferrari, PhD
VP, Applied Technology & Research
On Tuesday, the USDA issued their 2009 crop production summary report for the primary commercial US crops. As readers of Weather Trends crop reports are aware, we discuss our US agricultural outlook in our weekly reports in terms of the 18 major producing states for both corn and [...]
Author: Michael Ferrari, PhD
VP, Applied Technology & Research
The maps below show the two week US minimum temperature forecast vs. normal , generated by Weather Trends International, for this time of year. The El Nino driven pattern kicks in as the high demand states from the northcentral to the northeast states will see some easing in [...]
Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Short term moves in the commodity complex notwithstanding, the longer range view is fairly constructive when we start to anticipate where much of the demand will originate for 2010. It is easy to get caught up in managing the short term volatility in the ags/energies/metals without sometimes [...]
