Will We See Large Production Changes?

Analysts expect

Corn yield to go from 183.1 to 182.4

Bean yield to be left unchanged

Trade is trading

Corn yield left unchanged, bean yields raised slightly

Cattle – BB made new lows for the move yesterday, futures remain slightly optimistic about cash

↔Yesterday’s PM BB was choice -0.87 select -2.63 packer BE at 191.05, packer cushion $10.10

↓ BB made new lows for the move yesterday with the new choice + select low now at 602

↔Futures trade remained optimistic about cash this week which is justified with packer profits at $10

↑↓ The current fundamental setup is that packer profits are strong enough to still look for a higher cash trade this week (no cash seen so far) yet BB suggests the longer term move is a slow grind lower

↔Futures are still priced $2 under last week’s cash trade as of yesterday’s close