Macro / Misc.

The top story in Washington this week remains the government shutdown, but a potential meeting between Secretary of State Marco Rubio and Russian Foreign Affairs Minister Sergei Lavrov in talks to try and end the…

We have the following thoughts about various updates on the trade front: We continue to believe that the recent trade / tariff tit for tat by China and the U.S. is mostly posturing. We see…

We expect both the continued government shutdown and the U.S./China trade flare up that began on Friday to dominate Washington’s attention this week. Keep in mind, the Senate is in session this week, starting on…

Today we look at four market relevant items, including: 1) update on the government shutdown; 2) potential stimulus from Washington, which might be offset from a bigger rescission; and 3) a court case that could…

We see four policy-related events that should be positive to the farm complex, including companies like Deere (DE), Archer Daniels Midland (ADM), Mosaic (MOS) and Tractor Supply (TSCO). Those events include: An event by the…

While the government shutdown is the top issue in Washington this week, we could also expect: 1) positive news out of the White House on aid for farmers, which is likely positive for the farm…

Two issues are likely to dominate Washington this week: 1) the likelihood of a government shutdown; and 2) the fallout of Trump’s recent trade announcements. Additionally, we expect the Senate to resume consideration of the…

We continue to believe that the odds of a government shutdown are at least 75%, though that might be too low given that Congress is out of session this week. The Senate is scheduled back…

Both chambers of Congress are in session this week before a scheduled recess next week for Rosh Hashana, though we suspect that break will be cut short given the need to avoid a government shutdown…

Below our are thoughts on the following recent trade issue developments: The U.S. Supreme Court decision to hear the Trump administration’s appeal of a lower court ruling invalidating the president’s reciprocal and fentanyl tariffs under…