Yami (@yami83521449) 's Twitter Profile
Yami

@yami83521449

ID: 1313641154391359488

calendar_today07-10-2020 00:45:04

44 Tweet

7 Takipçi

117 Takip Edilen

Black silo (@rorydeverell) 's Twitter Profile Photo

Many will know this but in case you don't or need to explain to someone someday, here are the acronyms for the 3 main Black sea port regions🚢: NTT = 3 main Russian 🇷🇺deep sea ports: Novorossiysk (Novo), Taman and Tuapse POC = 3 important Ukrainian🇺🇦 ports: Pivdennyi, Odessa

Many will know this but in case you don't or need to explain to someone someday, here are the acronyms for the 3 main Black sea port regions🚢: 

NTT = 3 main Russian 🇷🇺deep sea ports: Novorossiysk (Novo), Taman and Tuapse 
POC = 3 important Ukrainian🇺🇦 ports: Pivdennyi, Odessa
Eduardo Vanin (@eduardovanin4) 's Twitter Profile Photo

The replacement cost CFR Asia from the PNW for Jan is significantly lower than Brz and Arg for Dec. If this trend continues, the US will likely be the main source for all upcoming tenders #corn

The replacement cost CFR Asia from the PNW for Jan is significantly lower than Brz and Arg for Dec. If this trend continues, the US will likely be the main source for all upcoming tenders
#corn
Susan Stroud (@susannobull) 's Twitter Profile Photo

No Bull's 5⃣ Spot on Barchart Aug-Dec is normally prime #corn export season for Brazil w/80% of its program shipped in that window. Surging Brz premiums & drought in Ukraine have left US corn winning by default though resulting in a flurry of US sales barchart.com/story/news/292…

No Bull's 5⃣ Spot on <a href="/Barchart/">Barchart</a> 

Aug-Dec is normally prime #corn export season for Brazil w/80% of its program shipped in that window. Surging Brz premiums &amp; drought in Ukraine have left US corn winning by default though resulting in a flurry of US sales

barchart.com/story/news/292…
Peak Trading Research (@peaktrading) 's Twitter Profile Photo

🌾 #Hedgefunds are staying cautious in #agriculture markets ahead of the November 5th U.S. elections, weighing better S.A. forecasts and the strong dollar 💵 versus firm spot cash demand. 💪

🌾 #Hedgefunds are staying cautious in #agriculture markets ahead of the November 5th U.S. elections, weighing better S.A. forecasts and the strong dollar 💵 versus firm spot cash demand. 💪
Biren Vakil Paradigm (@birenvakil) 's Twitter Profile Photo

Spot #wheat ex Delhi cmp 3180, just short of ATH 3220. Various fibonacci retrecement convergance indicates probable tgts r 3300-3520. Rabi sowing get delayed due to abv normal temprature. According to Elliotwave, mkt is in upward impulse. 5th wave tgt somewhere between 3300-3700.

Spot #wheat ex Delhi cmp 3180, just short of ATH 3220. Various fibonacci retrecement convergance indicates probable tgts r 3300-3520. Rabi sowing get delayed due to abv normal temprature. According to Elliotwave, mkt is in upward impulse. 5th wave tgt somewhere between 3300-3700.
Susan Stroud (@susannobull) 's Twitter Profile Photo

The only thing more disappointing than yet another Nebraska loss is the fact funds sit at their largest net long in #corn since Feb 2023 & futures are in the low 4s vs $6.50 then

The only thing more disappointing than yet another Nebraska loss is the fact funds sit at their largest net long in #corn since Feb 2023 &amp; futures are in the low 4s vs $6.50 then
Peak Trading Research (@peaktrading) 's Twitter Profile Photo

📉 Biggest week of #hedgefund SELLING since June! Funds sold important #agriculture markets like Soybeans, Soybean Meal, Cotton, and Sugar last week. The drivers: the strong U.S. dollar 💵 , non-threatening S.A. weather ☀️ , and diminished 2025 U.S. export prospects. 🌎

📉 Biggest week of #hedgefund SELLING since June! Funds sold important #agriculture markets like Soybeans, Soybean Meal, Cotton, and Sugar last week. The drivers: the strong U.S. dollar 💵 , non-threatening S.A. weather ☀️ , and diminished 2025 U.S. export prospects. 🌎
Peak Trading Research (@peaktrading) 's Twitter Profile Photo

Back down we go! 📉 #Hedgefund positioning across the #agriculture complex felt 'topped out' in mid-November, and funds have now re-established new shorts due to record Brazilian production forecasts, trade war concerns, and the strong dollar. 🌾 💵

Back down we go! 📉 #Hedgefund positioning across the #agriculture complex felt 'topped out' in mid-November, and funds have now re-established new shorts due to record Brazilian production forecasts, trade war concerns, and the strong dollar. 🌾 💵
Peak Trading Research (@peaktrading) 's Twitter Profile Photo

Managed Money hedge fund traders sold a RECORD number of Soybean Meal contracts last week (-55k contracts) 📉 , and Soybean Meal is now the world's #1 most cheap & oversold commodity market 🏆. Prices are LOW and speculators are SHORT. 💰⬇️

Managed Money hedge fund traders sold a RECORD number of Soybean Meal contracts last week (-55k contracts) 📉 , and Soybean Meal is now the world's #1 most cheap &amp; oversold commodity market 🏆. Prices are LOW and speculators are SHORT. 💰⬇️
Robin Brooks (@robin_j_brooks) 's Twitter Profile Photo

The Trump rally 1. Markets are in a repeat of 2016 2. USD is up 4% on expected fiscal easing. 3. In 2016, USD rose 6% through December. 4. This 1st stage of Dollar strength can still run. 5. Tariffs start a 2nd stage of Dollar strength. 6. That stage will spark lots of EM chaos.

The Trump rally
1. Markets are in a repeat of 2016
2. USD is up 4% on expected fiscal easing.
3. In 2016, USD rose 6% through December.
4. This 1st stage of Dollar strength can still run.
5. Tariffs start a 2nd stage of Dollar strength.
6. That stage will spark lots of EM chaos.
Peak Trading Research (@peaktrading) 's Twitter Profile Photo

🚜 #Ags this week: The macro mood is mixed 📊 (Crude recovering, USD bid) ahead of the quiet Thanksgiving week. S.A. weather looks great ☀️. Corn demand is strong, but Soybeans are weighed down by global production and likely 2025 tariffs. Meal is cheap and oversold. 🌏

🚜 #Ags this week: The macro mood is mixed 📊 (Crude recovering, USD bid) ahead of the quiet Thanksgiving week. S.A. weather looks great ☀️. Corn demand is strong, but Soybeans are weighed down by global production and likely 2025 tariffs. Meal is cheap and oversold. 🌏
Robin Brooks (@robin_j_brooks) 's Twitter Profile Photo

In the two-and-a-half weeks since the US election, only the Euro has fallen more than in the same period after Trump's surprise win in 2016 (top left). Mexico's Peso (top right) and the Yen (bottom left) are doing better, while China's Yuan is in line with 2016 (bottom right)...

In the two-and-a-half weeks since the US election, only the Euro has fallen more than in the same period after Trump's surprise win in 2016 (top left). Mexico's Peso (top right) and the Yen (bottom left) are doing better, while China's Yuan is in line with 2016 (bottom right)...
🇺🇦 Agri Market Insights #BarvaInvest (@barvainvest) 's Twitter Profile Photo

Bogdan Kostetsky, COO of Barva Invest, joined the panel "Grain Markets: A Turning Point in Global Trade” to highlight the silent #crisis in global #wheat production. 🌍 Details and key insights are in the thread below ⬇️ 1/3

Bogdan Kostetsky, COO of Barva Invest, joined the panel "Grain Markets: A Turning Point in Global Trade” to highlight the silent #crisis in global #wheat production. 🌍
Details and key insights are in the thread below ⬇️ 

1/3
Peak Trading Research (@peaktrading) 's Twitter Profile Photo

#Hedgefund managers are cautiously building new #agricultural positions 🌽 as spot cash demand signals look more supportive 🚜 and the #macro mood has stabilized. 📊

#Hedgefund managers are cautiously building new #agricultural positions 🌽 as spot cash demand signals look more supportive 🚜 and the #macro mood has stabilized. 📊
Eduardo Vanin (@eduardovanin4) 's Twitter Profile Photo

Corn basis for safrinha 2025 is cheaper than LY. The win-win combination: Producers are selling 7-8 Brl per sack above LY, and the replacement cost is 30 c/b below LY (the 12 Month Brl/usd 6.48 vs 5.07 LY). Farmer selling continues to grow. #corn #brz

Corn basis for safrinha 2025 is cheaper than LY. The win-win combination: Producers are selling 7-8 Brl per sack above LY, and the replacement cost is 30 c/b below LY (the 12 Month Brl/usd 6.48 vs 5.07 LY). Farmer selling continues to grow.
#corn #brz