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Any insights from Trumps address and where markets are headed…
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mjl
Posted 12/18/2025 15:30 (#11475228 - in reply to #11475052)
Subject: RE: Any insights from Trumps address and where markets are headed…


Minnesota
w1891 - 12/18/2025 13:21

So no answer to the question? Just change the subject?

I am sure yield will change as will demand on the WASDE as more of the usage trend is uncovered. So bean export demand down. Yields feel like they should come down but to what extent is the question. 2-3 off corn and 1/2 bu off beans seems to be the thinking.


guess I felt you were intelligent enough to figure it out for yourself, I saw some analyst saying the same on corn, corn demand is good, s.a. is wetter, I read china was selling bean reserves to buy more from us, they were buying futures when I sold some beans the day of the last report, -.10 basis, dumb luck move that looks good so far, still have some though.
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