
December 15, 2002 (pdf)
Livestock: CATTLE MARKET SITUATION AND OUTLOOK | November Fed Cattle Price Rally | Beef Production and Fed Cattle Outlook | Feeder Cattle Outlook
Grain: GRAIN UPDATE | Export Sales: Corn Lags, Beans Strong | USDA Revised World Supply-Demand Projections | January 10 USDA reports
December 1, 2002 (pdf)
Grain: HOW TIGHT IS THE WORLD SOYBEAN SUPPLY-DEMAND BALANCE?
Livestock: CME CHANGES TO LEAN HOG CONTRACT
November 15, 2002 (pdf)
Livestock: Optimism in Cattle and Hog Markets | Hogs… | Spring-Summer Outlook… | Cattle… | Cattle feeding opportunities… |
Grain: U.S. Corn & Soybean Supplies Remain Tight, But World Picture Tempers Upware Price Potential | Summary | Highlights of the U.S. crop report are as follows: | Corn | Soybeans | Changes in the world picture| Export Update | South American planting progress
|November 1, 2002 (pdf)
Livestock: NEW DATA INDICATES LOWER RETAIL MEAT PRICES
Grains: MARKET SIGNALS & GRAIN STORAGE ECONOMICS | Own the grain or own the call options? | Alternative call options positions | What to do about grain already in storage? | Risk in storing corn and soybeans? | Potential price trends
October 15, 2002 (pdf)
Grains: U.S. CORN CROP ESTIMATE UP 1.8 BUSHELS/A., SOYBEANS DOWN MARGINALLY: MARKET FOCUS TO SHIFT TO DEMAND | Summary | Supply-Demand Balance | Will South American Soybeans Fill U.S. Supply Gap? | Shift from Animal to Vegetable Protein Nearing Completion | Export Sales Lag | Crop Estimates by States & Iowa Regional Estimates | Marketing Considerations
Livestock: Country or Origin Labeling Guidelines | Labels allowed | Required Record Keeping | Enforcement and Accountability | Enforcement and Accountability | What Should Producers Do?
October 1, 2002 (pdf)
Livestock: NO SURPRISES IN THE HOG REPORT | Report Summary | Packer Capacity | 2003 Prices | Other Market Factors | Packer Margins
Grains: STOCKS REPORT POSITIVE FOR CORN & WHEAT, BUT WEST COAST DOCK STRIKE, SLOW CORN EXPORT SALES & YIELD REPORTS PRESSURE PRICES | Dock Strike | Implications of Lower Stocks | Corn Export Update | Soybean Expert Update | Corn Crop Estimates: How Much Increase? | Technical Support Areas | Marketing Considerations
September 15, 2002 (pdf)
Grains: U.S. AND WORLD FEED GRAIN AND WHEAT SUPPLIES TIGHTEN SLIGHTLY | Summary of Changes in Crop Estimates | World Stocks Situation | Will crop estimates decline further? | Price changes, September to May: In other similar years | Export Sales
Livestock: HOG OUTLOOK | Cattle Outlook
September 1, 2002 (pdf)
Livestock: HOG MARKET COLLAPSE OF 2002 | Is It 1998 Again??? | Capacity Issues | Bright Spot | Survival Strategies
Grains: GRAIN MARKETS TO FOCUS ON EXPORT SALES AS WELL AS PRODUCTION | Overview of recent market developments | Will crop estimates increase on September 12? | Futures Price patterns, Other Weather-Stress Years | International crop conditions | Marketing Considerations | Call Purchase vs. Storage example
August 15, 2002 (pdf)
Livestock: AAEA CONSENSUS OUTLOOK | Production Forecast | Barrow and Gilt Prices | Cattle Prices | Milk Prices
Grains: CORN AND SOYBEANS WILL NEED RATIONING OF USAGE THROUGH HIGHER PRICES | Overview | Market Implications | Updated Balance Sheets | International Developments
August 1, 2002 (created July 25, updated August 6) (pdf)
Livestock: JULY 1 CATTLE INVENTORY REPORT | July 1 Cattle Inventory Remains Steady | Drought Condition Update | Cattle-on-Feed Inventory | Slaughter Weight Developments
Grains: GRAIN MARKETS CONTINUE TO REFLECT PRODUCTION UNCERTAINTY | Longer Term Prospects | Soybean Crop Conditions |
August vs. January Corn Yield Forecast
July 16, 2002 (pdf)
Grains: GRAIN PRICES REMAIN SENSITIVE TO WEATHER, EXPORT DEVELOPMENTS | Correction for the July 1 Iowa Farm Outlook | Soybeans | Crop Condition Reports | Exports to Date and Prospects | Weekly Export Needed to Meet USDA Expectations
July 1, 2002 (pdf)
Livestock: JUNE 2002 HOGS AND PIGS SUMMARY AND ANALYSIS | Inventory and Production Summary | Fourth Quarter Slaughter Estimates | Quarterly Price Forecast | Trade Developments
Grains: ACREAGE AND STOCKS REPORTS BOOST PRICE SENSITIVITY TO WEATHER | Possible Future Acreage Revisions | Eastern and Western corn Belt Patterns Offsetting | Crop Condition Ratings Decline in Late June | World Crops & Condition | World Stocks: Lowest Since 1995-96?
June 14, 2002 (pdf)
Livestock: CANADIAN FEEDER PIG IMPORTS | Wide Boxed Beef to In-the-Meat Spread
Grains: USDA REPORT OFFERS A PERSPECTIVE ON DELAYED PLANTINGS IMPACTS | Soybean Use and Corn Exports to Date |
June 1, 2002 (pdf)
Livestock: HOG MARKET COLLAPSE | Change in Pork Production | Monthly Pig Crop
Grains: EASTERN CORN BELT DELAYS CONTINUE, MORE FARM PROGRAM DETAILS | Corn Crop Condition Rating Record Low | Other Price Influences | Planting Progress | More Farm Bill Details | Updating FSA Bases and Yields | General Guidelines for Base Updating Decision
Note Special Feature : Research Shows Performance of New-crop Pricing Strategies (pdf)
May 15, 2002 (pdf)
Livestock: IMPACTS OF A DROUGHT IN CATTLE COUNTRY | Implications | Opportunities? |
Grains: CORN MARKET RESPONDS TO DELAYED EASTERN CORN BELT PLANTINGS | Recent Market Action | World Crop Estimates | Technical Market Factors | Export Sales | New Balance Sheet Projections | Accuracy of USDA New-crop Price Projections in May | Planting Progress | Historical Record Shows High Risk in Storing Corn and Soybeans Beyond May | China and GMO Labeling
May 1, 2002 (pdf)
Livestock: ARE BEEF PRODUCERS FACING 1998 ALL OVER AGAIN? | What is the Outlook | Similarities Between 1998 and 2002 | Differences Between 1998 and 2002
Grains: FARM BILL IMPACTS AND EXPORT UPDATE | Summary of Market Factors | Farm Bill Raises Corn, Wheat Loan Rates, Lowers Soybeans | Detail on Types of Payments | Example of Counter-cyclical Payment | Export Update|
April 15, 2002 (pdf)
Livestock: 1998 ALL OVER AGAIN? | Spring and Summer Slump | Fall Factors | Producer Bottom Line | Watch for the Signs and Act Accordingly
Grains: WORLD CROP UPDATE | China: GMO Labeling | Foreign Feed Grain Competition | USDA’s U.S. Corn Balance Sheet | Export Sales & Shipments Update
April 1, 2002 (pdf)
Livestock: MARCH HOGS AND PIGS ANALYSIS – WILL WE ENTER THE DANGER ZONE? | Supply Forecast | Other Factors | Price Forecast and Risk Management |
Grains: PROSPECTIVE PLANTINGS SHOW POTENTIALLY HIGHER SOYBEAN PRICES | Implications for Soybean Prices | Corn Price Prospects | Will Planted Acreage Match Intentions? | Corn Price Trends
March 15, 2002 (pdf)
Livestock: CATTLE MARKET SITUATION AND OUTLOOK, MARCH 2002 | Supply | Demand | Summary
Grains: GRAIN MARKETS AWAIT NEWS FROM
March 1, 2002 (pdf)
Livestock: PORK AND BEEF TRADE IN REVIEW | Structure of the
Grains: GRAIN PRICE OUTLOOK: SEASONALITY, ACREAGE,
February 18, 2002 (pdf)
Livestock: FEBRUARY CATTLE ON FEED REPORT | Structure of the
Grains: EXPORTS; FARM BILL; NEW MINNEAPOLIS CORN & SOYBEAN CONTRACTS | Corn Exports | Sales to Formerly Embargoed Countries | Sales to
February 1, 2002 (pdf)
Livestock: JANUARY 2002 CATTLE REPORT: CATTLE INVENTORY CONTINUES DECLINE | Industry Structure | Price Outlook | Hogs
Grains: WHAT ARE THE GRAIN MARKETS TRYING TO TELL US? | Lagging Corn Exports | Grain Sorghum Exports Up Sharply | South American Corn Crops Down | Winter Quarter Corn Feeding | Worst Case Impacts on the Corn Carryover | Low Prices Despite Low Reserve Supplies
January 15, 2002 (pdf)
Livestock: CATTLE CYCLE AND PROFITABILITY OF HEIFER PURCHASES | Fed Cattle Market Update |
Grains: USDA REPORTS REINFORCE POTENTIAL CORN PRICE STRENGTH; SLIGHTLY IMPROVE SOYBEAN PRICE PROSPECTS | Soybean acreage drops below 2000 plantings | Other Positive Corn Developments | Lower Corn Carryover this Year | World Vegetable Oil Production
January 2, 2002 (pdf)
Livestock: USDA DECEMBER HOGS AND PIGS REPORT | December Inventories | Demand Factors | Competing Meats | Production and Price Forecast | Industry Structure and State Inventories
Grains: CORN AND SOYBEAN MARKETS: ANY HOPE FOR HIGHER PRICES? | Why Lower Prices? | Is the Corn Market Overreacting? | Why the Soybean Price Pressure? | LDPs and Low Prices | Domestic Corn Feeding | South American Update | Southern Hemisphere Corn