The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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"Sell America" Trade is Back After Credit Downgrade - Grain Implications?
Manage episode 483682751 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.
0:00 US Downgrade
2:53 Corn Price Action
4:42 US Weather
7:48 Argentina Flooding
9:14 The Funds
11:04 India and Ethanol
📉 US Credit Downgrade Sparks Market Jitters 🇺🇸💥
Moody's has officially downgraded the US credit rating to Aa1, stripping the nation of its final triple-A from any major agency. The move was driven by rising deficits, ballooning interest costs, and a lack of fiscal discipline. While not expected to spark immediate chaos, the downgrade could slowly increase borrowing costs.
💬 Meanwhile, the "Sell America" trade is back:
📉 Stocks ⬇️
📉 Bonds ⬇️ (rates ⬆️)
💵 Dollar ⬇️
🌎 Only 11 countries now hold a triple-A rating from Moody’s.
🌽 Corn Market Moves
Corn futures slid 5¢ on Friday, with good weather and fast planting keeping prices under pressure. Over 60% of US corn is in the ground, ahead of average. But exports are strong—second best in 10 years!
🌦️ Radar Watch
Storms are lighting up the Corn Belt! 🌩️ Rainfall expected in:
• ND, SD, IA, MO
• Heaviest rain: southern IA, northern MO, southern IL & IN, western KY
🌧️ Moisture could boost crop development in dry spots.
🇦🇷 Argentina Flooding
Too much of a good thing? Parts of Buenos Aires saw 6–10 inches of rain! 🌊 Soy harvest delays continue, and sales have dropped to decade-lows.
• Soybean meal ⬇️
• Soybean oil ⬆️ (after recent plunge)
📊 Fund Positioning
• Corn: Biggest short since Oct '24
• SRW Wheat: Most short since Nov '23
• Soybeans: Funds were light buyers last week
🌍 US-India Ethanol Talks
The US wants India to open its market to fuel-grade ethanol. But India’s pushing domestic production and is cautious of foreign suppliers flooding the market. 🇮🇳⛽
👉 Subscribe for daily ag + macro updates! Drop your thoughts in the comments 💬
#GrainMarkets #USCreditDowngrade #Corn #Soybeans #Moody's #Argentina #Ethanol #Commodities #AgNews 🌾💰📉
1462 episodes
Share
Manage episode 483682751 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.
0:00 US Downgrade
2:53 Corn Price Action
4:42 US Weather
7:48 Argentina Flooding
9:14 The Funds
11:04 India and Ethanol
📉 US Credit Downgrade Sparks Market Jitters 🇺🇸💥
Moody's has officially downgraded the US credit rating to Aa1, stripping the nation of its final triple-A from any major agency. The move was driven by rising deficits, ballooning interest costs, and a lack of fiscal discipline. While not expected to spark immediate chaos, the downgrade could slowly increase borrowing costs.
💬 Meanwhile, the "Sell America" trade is back:
📉 Stocks ⬇️
📉 Bonds ⬇️ (rates ⬆️)
💵 Dollar ⬇️
🌎 Only 11 countries now hold a triple-A rating from Moody’s.
🌽 Corn Market Moves
Corn futures slid 5¢ on Friday, with good weather and fast planting keeping prices under pressure. Over 60% of US corn is in the ground, ahead of average. But exports are strong—second best in 10 years!
🌦️ Radar Watch
Storms are lighting up the Corn Belt! 🌩️ Rainfall expected in:
• ND, SD, IA, MO
• Heaviest rain: southern IA, northern MO, southern IL & IN, western KY
🌧️ Moisture could boost crop development in dry spots.
🇦🇷 Argentina Flooding
Too much of a good thing? Parts of Buenos Aires saw 6–10 inches of rain! 🌊 Soy harvest delays continue, and sales have dropped to decade-lows.
• Soybean meal ⬇️
• Soybean oil ⬆️ (after recent plunge)
📊 Fund Positioning
• Corn: Biggest short since Oct '24
• SRW Wheat: Most short since Nov '23
• Soybeans: Funds were light buyers last week
🌍 US-India Ethanol Talks
The US wants India to open its market to fuel-grade ethanol. But India’s pushing domestic production and is cautious of foreign suppliers flooding the market. 🇮🇳⛽
👉 Subscribe for daily ag + macro updates! Drop your thoughts in the comments 💬
#GrainMarkets #USCreditDowngrade #Corn #Soybeans #Moody's #Argentina #Ethanol #Commodities #AgNews 🌾💰📉
1462 episodes
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Similar to Grain Markets and Other Stuff
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
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