Bare Knuckles Ag ™

China trade spat

Market reaction understated because China trade deal is underrated.

Background: Markets had nearly grown immune to reports of “progress” on ending the trade war with China because Beijing so regularly either denied any agreements had been reached or insisted what they had agreed to was “lost in translation” (overstated)…
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Friday WASDE hints trade spat “hangover”

Friday WASDE hints trade spat “hangover” to cost soy producers .68/bu. on 2019 crop. It was mostly a grim picture for the corn, wheat and soybean outlook in USDA’s first look at the supply/demand balance sheets for 2019 crops in…
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