Jake Walker (@walksquawk) 's Twitter Profile
Jake Walker

@walksquawk

๐Ÿ“ˆ Market commentary on agriculture ๐ŸŒพ and equity markets ๐Ÿ“Š
๐ŸŒ Macro news. Timely insights. Actionable analysis. Started in the pits and now I'm here.

ID: 1701594686836928512

linkhttps://open.substack.com/pub/walksquawk/p/walk-squawk-email-newsletter?r=4qbg3b&utm_campaign=post&u calendar_today12-09-2023 13:52:56

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Monday Morning Grain Highlights: ๐ŸŒฝ Mostly weaker corn this AM โ€” early pollination looks good, big surprise needed in todayโ€™s USDA Stocks & Acreage report to shake it up. Pre-report: corn acres ~95.35M, stocks ~4.64B bu. ๐ŸŒฑ Beans firming slightly โ€” same story: mild bounce but

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๐ŸŒพ Morning Grain Rundown: โ€ข ๐Ÿ‡ง๐Ÿ‡ท Brazil corn estimates keep rising โ€” Celeres pegs output at 147.6 MMT, way above USDA. โ€ข No major US pollination threats = bear fuel for corn. โ€ข Ethanol grind steady at 449M bu in May; DDGs down YoY. โ€ข Bean oil firm on Senate bio bill; US beans

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๐Ÿšจ Trumpโ€™s playbook: โ€˜Go for broke.โ€™ Canโ€™t cut spending, canโ€™t cut debt โ€” so pump the bubble. Hartnett warns: One Big Beautiful Bill = One Big Beautiful Bubble. US debt on track for $50T+ by 2032. Tap stays open โ€” until it doesnโ€™t. #Debt #Bubble #WalkSquawk