During the month of June, there was only 1 sector that was positive and that was Livestock coming in at +3.97%. The bottom 3 sectors were: crypto (-41.13%), energies (-10.93%) and indices (-7.91%). Without question it was a difficult month for most commodities. With the Fed’s main focus on controlling…

During the month of May, the top 3 performing sectors were: energies (+4.26%), livestock (+1.71%), and currencies (+1.26%). The bottom 3 sectors were: softs (-7.20%), metals (-4.59%) and grains (-2.24%). The first few weeks of the month saw continued sell off in the equity markets, as volatility continued from the…

War Impact:  Ukraine’s planting estimates started to solidify as areas under corn seeding were seen at 3.8m ha, down -31% from last year while areas under soybean were increased to 1.4m ha, up +12% from 2021.  The outlook for total area under spring crops was raised by +5% from a…

COVID-19   US Case Count Hit 57k as the seven-day average rose in April per the CDC with average US deaths falling to 293.  Germany, by comparison was at 83k despite their much lower population though their death rate was about half.  The FT reported for the first time that…