Corn

Dear , Please find below the link to our latest report, this week on Corn ! Key points: - In his book The Black Swan, N.N. Taleb discusses about the problem of silent evidence, or the human tendency to view historical evidence with a filter that choses only the positive elements that support one’s narrative while ignoring the elements that may contradict such narrative. The author illustrates such concept with the following musing tale: “more than two thousand years ago, the Roman orator … Marcu.....

LCMC AGS WEEKLY NEWSLETTER | February 01, 2022

No29 : Soybeans

Dear , Please find below the link to our latest report, this week on Soybeans ! Key points: - Soybean prices continue to increase on the back of worsening production estimates in South America, strong demand from US crushing facilities which struggle to find sufficient material, expansion of drought conditions in the US High Plains, and skyrocketing vegetable oil prices in the wake of logistical constraints and multi-year high prices in crude oil. - On that topic, it is worth noting palm oil pri.....

LCMC AGS WEEKLY NEWSLETTER | January 24, 2022

No28 : Wheat

Dear , Please find below the link to our latest report, this week on Wheat ! Key points: - Since early January, global equity and bond markets have experienced waves of selling orders as economic agents appear increasingly worried about the prospect of a slowing economy, monetary tightening, increased geopolitical risk and runaway inflation. Consumer price inflation is now reaching a 40-year high in the US, at 7% in December 2021 from a year ago. In Germany, producer prices for industrial produc.....

LCMC AGS WEEKLY NEWSLETTER | January 14, 2022

No27 : Corn

Dear , Please find below the link to our latest report, this week on Corn ! Key points: In his book Beyond Greed and Fear, Dr. Shefrin points out that most people have a poor ‘intuitive understanding of random processes and how to anticipate the future behaviour of these processes.’ In one experiment, he divides his students into two groups. The first one must take a coin, toss it one hundred times and record the sequence of heads and tails. The second group has been asked to imagine that it tos.....

LCMC AGS WEEKLY NEWSLETTER | January 07, 2022

No26 : Grains

Dear , Please find below the link to our latest report, this week on Global Grains ! We wish you an excellent year. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1

LCMC AGS WEEKLY NEWSLETTER | December 14, 2021

No25 : Corn

LCMC AGS WEEKLY NEWSLETTER | December 06, 2021

No24 : Soybeans

Dear , Please find below the link to our latest report, this week on Soybeans ! Key points: The oilseed complex was relatively well supported last week despite heavy selling pressure taking place across financial markets and raw materials. The commodities strongly correlated to the business cycle recorded some of the worst performances for the week, among which gasoline (-3.8%) and cotton (-6.8%). US soybean prices gained 1.2% over the period on the back of growing concerns about drier than anti.....

LCMC AGS WEEKLY NEWSLETTER | November 29, 2021

No23 29th Nov21 Grains

Dear , Please find below the link to our latest report, this week on Global Grains ! Key points: Fear has gripped many governments and economic agents since news wires around the world focus upon the mutations in the Covid-19 virus into a variant called B.1.1.529 – otherwise known as Omicron. While prompt measures have been taken by various authorities to limit the spread of that new variant, panic-stricken investors responded in rapid fashion, sending global financial markets in a tailspin at t.....

LCMC AGS WEEKLY NEWSLETTER | November 22, 2021

No22 22nd Nov21 Corn

Dear , Please find below the link to our latest report, this week on Corn ! Key points: The corn market has been relatively quiet in recent days, torn between robust biofuel demand in the US and logistical challenges in northern China, vs. good crop prospects in South America and harvest pressure in Europe. In France, the corn harvest was 91% complete as of 15 November according to FranceAgrimer. Good-to-excellent crop conditions were stable at 89% compared with 58% at the same time in 2020. The.....

LCMC AGS WEEKLY NEWSLETTER | November 15, 2021

No21 - 15th Nov21

Dear , Please find below the link to our latest report, this week on Wheat ! Key points: Grain and oilseed markets have moved past their ‘transition phase’ associated to the final stage in corn and soybean harvests across the Northern Hemisphere, while winter crops planting also comes to an end. In the US, winter wheat seeding was complete at 91% as of 7 November, in line with the 5-year average. At the same time, US corn and soybean harvests were 84% and 87% complete, a rather normal pace compa.....

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