#547 - “Demand Improvement” - Weekly Market Outlook: Dec. 11-15th

2023-12-10

Download

Garret Brown with Codak Risk Advisory, codakgroup.com, visits with Chris in this week's Market Outlook. Garret begins the conversation with a breakdown of some of the key components from last week's WASDE report. Garret goes onto to explain the strength in the wheat market and the importance of the recent Chinese demand. The conversation continues with discussion around Fund positioning along with various other fundamentals, impacting the markets. Some outside macro conditions to pay a...

Garret Brown with Codak Risk Advisory, codakgroup.com, visits with Chris in this week's Market Outlook.

Garret begins the conversation with a breakdown of some of the key components from last week's WASDE report.

Garret goes onto to explain the strength in the wheat market and the importance of the recent Chinese demand.

The conversation continues with discussion around Fund positioning along with various other fundamentals, impacting the markets.

Some outside macro conditions to pay attention to include energy prices, currencies, export demand, and potentially South American weather developments.

They go on to discuss considerations around opportunities and challenges with pricing the remainder of 2023 crop.

They wrap up the conversation discussing margin opportunities for the 2024 crop production year.

Comments (3)