December 30, 2004 pdf

Grain: WILL THE ASIAN RUST THREAT BRING MORE CORN ACRES IN 2005?

Livestock: DECEMBER HOG AND PIG REPORT

December 15, 2004 pdf

Grain: EXPORT SALES LAG, LARGE OUTSIDE SUPPLIES TEMPER CORN PRICES| Soybean Price Update| USDA December 10 U.S. and World Supply Demand Report | World Production and Stock Changes

Livestock: BEEF AND PORK RELATIONSHIP | Canadian Cattle and Beef

December 1, 2004 pdf

Grain: ASIAN RUST BOOSTS SOYBEAN MARKET UNCERTAINTY | Will Bean Acres Shift to Corn? | Balance Sheets With 2005-2006 Projections | Export Sales Update

Livestock: BSE TESTING | Market Update

November 15, 2004 pdf

Grain: USDA NOVEMBER REPORT: LARGER U.S. AND WORLD GRAIN CROPS | Updated Balance Sheets | World Crop Estimates Up Moderately | Will U.S. Crop Estimates Increase Again in January? | Soybean Rust Discovered in Louisiana

Livestock: FALL CALF MARKETING DECISIONS | Using Historical Data to Predict Future Values | A Typical Scenario | Heifers vs. Steers | Conclusions | A Typical Scenario for Heifers

November 1, 2004 pdf

Livestock: JOINT US AND CANADIAN HOGS AND PIGS REPORT | Japan and US Agree to Re-establish Beef Trade | Implications for producers | Conclusion | A Typical Scenario for Heifers

Grain: GRAIN EXPORT SALES: SERIOUS CAUTIONS SO FAR FOR BOTH CORN AND SOYBEANS | Corn Exports Why the Lag in Export Sales? | USDA’s Next Crop Report

October 15, 2004  pdf

Grain: USDA SHOWS RECORD-LARGE MONTH-TO-MONTH INCREASES IN CROP ESTIMATES | Price and LDP Impacts | Will Crop Estimates Get Larger? | Potential for Serious Shortage of Storage Space | Soybean Yield Changes | Carryover and Price Implications

Livestock:  CANADIAN ANTI-DUMPING RULING | Livestock Feeding Opportunities | Feeder Pig Break Even Purchase Price $/head | Feeder Cattle Break Even Purchase Price

October 1, 2004  pdf

Livestock:  HOG INVENTORIES TURNING THE CORNER | Production and Price. | Other factors. | Looking ahead.

Grain:  SEPTEMBER 30 GRAIN STOCKS ABOUT AS ANTICIPATED  | Potential Frost Damage | Silage & Soybeans | Export Sales-A Key Demand Indicator | China & U.S. Corn Exports

September 15, 2004  pdf

Grain:  CORN CROP FORECAST TO EXCEED 2003 RECORD BY EIGHT PERCENT, SOYBEANS DOWN SLIGHTLY: PRICE IMPACTS? | Will Corn Crop Estimates Change? | Corn Crop Maturity | Changes Ahead for Soybean Yield Estimates? | Potential Hurricane Damage? | Corn Export Sales Continue to Lag | Price Prospects

Livestock:  CATTLE AND HOG MARKET UPDATE | Cattle Market | Hog Market

September 1, 2004  pdf

Livestock - PORK INDUSTRY STRUCTURE STUDY, 2004

Grain - GRAIN MARKET VOLATILITY KEYED TO FROST & FROST DAMAGE FEARS

August 15, 2004  pdf

Grain:  CROP FORECASTS & WORLD SUPPLY-DEMAND REPORT SHOW RISING U.S. CARRYOVER STOCKS | Summary | World Production | Implications for Grain Producers | Late Winter and Spring Prospects | State Yields

Livestock:   CONSENSUS LIVESTOCK FORECAST | Commodity Outlook: Livestock, Poultry, and Milk

August 1, 2004  pdf

Livestock:  BEEF HERD INVENTORY STABILIZES | Report Summary | Structural and Regional shifts

Grain:  WILL U.S. CORN & SOYBEAN YIELDS SET NEW RECORDS THIS YEAR? | Corn Yield Expectations and Prices | Soybean Yield Expectations and Prices | Weather Prospects | Corn Crop Conditions | Marketing Considerations

July 15, 2004  pdf

Grain:  WORLD GRAIN SUPPLY-DEMAND REPORT: GLOBAL PRODUCTION UP 4 BILLION BUSHELS FROM YEAR AGO | Sharply higher world production indicated-except for China | World Soybean Crop | Balance Sheet Projections | Crop Conditions Update

Livestock:  MID-YEAR CATTLE AND HOG MARKET UPDATE | Cattle Market. | Hog Market.

July 1, 2004  pdf

Livestock:  SUMMARY AND IMPLICATIONS OF THE JUNE HOGS AND PIGS REPORT | Inventory Estimates | Hog Production Estimates | Price Forecasts

Grain: June 30 Acreage and Stocks Reports: Corn Supplies Less Tight, Down-side Risk in New-Crop Beans

June 15, 2004  pdf

Grain:  GRAIN MARKETS RESPOND TO RAPID CROP DEVELOPMENT, SLOW CORN EXPORTS | USDA June 10 World Supply-Demand Updates | U.S. Crop Conditions | Soybean Crush Prospects

Livestock: STRONG SUMMER PRICES EXPECTED TO CONTINUE | Hogs | Cattle | County Census of Ag Data

June 1, 2004  pdf

Livestock: CATTLE MARKET FUNDAMENTALS AND TRADE STATUS | Current Cattle Market Fundamentals | Import/Export Status | Australian Free Trade Agreement

Grain:  HEAVY RAINS, MAY 21-26 CLOUD GRAIN OUTLOOK | Possible National Corn Impacts: Alternative Scenarios | Soybean Impacts | Chinese Soybean Demand Slowing | Domestic Soybean Crush to Remain Low Through August | Foreign Crops & Weather

May 15, 2004  pdf

Grain:  USDA WORLD REPORT: TIGHTENING U.S. CORN SUPPLIES DESPITE POTENTIAL RECORD CROP & UPWARD-REVISED CHINESE STOCKS | Balance Sheets | Planting Progress | China Revisions | Chinese corn production | Where is the U.S. corn supply-demand balance headed for the longer term?

Livestock:  January 2004 HOG MARKET OUTLOOK VS. THE CURRENT SITUATION, WHERE DID WE GO WRONG? | The Hog Market Breaks $80 | What can we learn by reflecting on our forecast errors?

May 1, 2004  pdf

Livestock: LRP FOR CATTLE TO RESUME NEXT FALL | Industry Structure

Grain:  IS THE BULL MARKET ENDED FOR GRAINS AND SOYBEANS? | Old-crop Soybean Supply-Demand | South American Update | Market Impact | Planting Progress | Export Sales Update                                                                                                                                                                                                                                                                         

April 15, 2004  pdf

Grain:  GRAIN MARKETS WEAKEN BECOME INCREASINGLY VOLATILE | What's behind the recent decline in soybean, cotton, wheat, corn, gold, silver, and certain other industrial commodity prices? | Field work, weather, and planting progress | Will corn prices move higher? | China and U.S. corn exports

Livestock:   CATTLE MARKET UPDATE | Hog Market

April 1, 2004  pdf

Livestock:  MARCH 2004 HOGS AND PIGS REPORT SUMMARY | Trade | Cold Storage Stocks

Grain:  PLANTING INTENTIONS & STOCKS: POSITIVE FOR CORN PRICES | Implications of Corn Planting Intentions | Implications of Planting Intentions for soybeans | Negative for Soybeans

March 15, 2004  pdf

Grain:  SUPPLY-DEMAND PROJECTIONS  SHOW TIGHTER WORLD SOYBEANS GRAIN STOCKS | Brazilian Soy Crop and U.S. Supply-Demand Balance | Key Soybean Price Indicators  | Strong Basis to Reduce Crushing Margins | Soybean Export Sales | Corn Export Sales

Livestock:  IMPACT OF RISING FEED GRAIN PRICES ON LIVESTOCK PRODUCTION COSTS | Market Hogs | Fed Cattle

March 1, 2004  pdf

Livestock:  COF INVENTORY BUILDUP--CONFLICTING EVIDENCE | Industry Structure

Grain:  SOUTH AMERICAN CROP CONCERNS, STRONG DOMESTIC CRUSH BOOST SOYBEAN PRICES | Domestic Crushings: 18% Cut Needed | Corn Market Prospects | Export Sales

February 15, 2004  pdf

Grain:  USDA REPORT: TIGHTER U.S. CORN, MARGINALLY MORE ADEQUATE WORLD FEED GRAIN STOCKS,  NO CHANGE FOR U.S. SOYBEANS | World Crop Changes | Market Developments to Watch | New-crop Corn & Beans Battle for Acreage

Livestock:  SURGING PORK DEMAND | Where Do Prices Go From Here?

February 2, 2004   pdf

Livestock: January 1 Cattle Inventory Report

Grain:  Slow Soybean Export Sales, China Switches Beans to New Crop, Bird Flu Affect Grain Markets | Fund Traders | Fundamental Picture | Soybean Export Sales | Bean Product Export Sales | Corn Export Sales

January 15, 2004 pdf

Grain:  USDA SEMI-FINAL CROP ESTIMATES SHOW SUBSTANTIALLY FURTHER TIGHTENING OF CORN AND SOYBEAN SUPPLIES Key Changes Implications for soybean use | Smaller winter wheat plantings leave room for more soybeans | World feed grain stocks nearly as tight as expected in spring 1996 | Balance Sheets | China and the grain markets | U.S. Share of World feed grain markets

Livestock: Beef Price and Production Response to the BSE Announcement | Cattle on Feed Report | By-Product Values

January 1, 2004  pdf

Livestock:   DECEMBER 30, 2003 HOGS AND PIGS REPORT | Price Forecasts | Implications of the BSE Discovery to the pork industry

Grain:  GRAIN MARKET UPDATE: MAD COW DISEASE IMPACT ON GRAIN, SOUTH AMERICAN CROP CONDITIONS, EXPORT SALES | Price Implications | Export Sales