Bare Knuckles Ag ™

China

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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Here is what China’s “bait” for a trade deal could be worth to soybean farmers

The ongoing trade spat with China has soybean prices in a coma. They have dangled tempting “bait” for a deal with a promise to buy 5 million tons of U.S. beans if resolution on trade can be reached. What would…
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Why Trump Won’t Back Down on Trade Sanctions with China

Farmers are still looking at prices substantially lower than they would otherwise be if China hadn’t responded to the President’s tariffs where they knew it would hurt him most, politically: Imports of farm goods; especially soybeans. But by responding with…
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