|
NCND | I'd say outside of macro outlook the crop outlook is bearish. Have been good rains I think across majority of bean acres in August. Heck even we got some. So when we focus on crop again instead of China or whatever there will be the realization it's still pretty good. Yes I understand there are problem areas but I think the China problem outweighs them all and will continue to do so until we see REAL appreciation vs king dollar.
Wheat has given back everything already. So much for a follow thru | |
|
closed gap in beans
