McKeany-Flavell Hot Commodity Podcast

Feb 07 2025 100 ep. 18 mins 33
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Economic roundup: Jobs & wages, the Fed, tariffs, & commodities

Feb 07 2025 16 mins  
Jobs number disappoints slightly but revisions to prior months were positive Unemployment rate falls to lowest in eight months Wage growth is accelerating but will it keep the Fed sidelined? Final tariff policy and impact still a big unknown: Leaning towards inflationary? McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday

Mexico sugar & the possible impacts of tariffs

Jan 31 2025 13 mins  
Will Mexico production fall below the 5.094 MMT forecast? How tariffs on Mexico may impact sugar trade McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open! Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Global Sweeteners Specialist

Brrrr! It’s cold out there! Polar vortex hits the U.S.

Jan 24 2025 12 mins  
What impacts did we see from the harsh winter weather this week? Louisiana cane crop concerns Winter wheat threatened Rumors of peace negotiations between Russia and Ukraine Next week! Don’t miss our Key Ingredients in 2025 webinar Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or look for your invite starting next week Host: Kevin Combs

Jobs, inflation, & policy: No shortage of volatility!

Jan 17 2025 28 mins  
December jobs boost economic expectations December FOMC points to higher inflation and fewer rate cuts Policy decisions to ban future oil drilling and add new sanctions to Russia, along with threats from Canada, spike crude prices January WASDE bullish to grain market? No shortage of volatility ahead of next Monday’s Inauguration Day! Our next webinar: Key Ingredients in 2025 We

January WASDE: Exciting, surprising, & revealing

Jan 10 2025 27 mins  
Corn and soy complex USDA surprises with reduced U.S. production for corn, soybeans Domestic soybean oil balance sheet is likely more ominous than ending stocks would indicate Wheat Winter wheat acres on the rise! Up how much from 2024? Grain stocks and WASDE about as expected Sugar Beet production increased A boost to stocks-to-use ratio Our next webinar: Key Ingredients

School’s in session! Futures market speculators

Jan 03 2025 25 mins  
Commodity trading advisor (CTA) assets under management Down from 2022 peak but still significant Large CTAs trade as many as 250 futures contracts globally Which category manages the majority of assets? Between January 2021 and February 2024, fund managers rode corn from record-long to record-short positions How many contracts did they sell? How were speculators position

Looking down the road: Our predictions for 2025

Dec 27 2024 33 mins  
Corn Corn acres will go up on better returns than soybeans Feed demand may shrink due to continued issues of avian flu Exports are being front-loaded but could stall in the second half Could ending stocks equal 2024? Sugar At what prices will sugar futures be trading in 2025? Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much? Whea

A holiday poem, McKeany-Flavell style

Dec 20 2024 7 mins  
Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do. Happy Holidays! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Vibe check on the wheat market

Dec 13 2024 15 mins  
U.S. winter wheat crop conditions are strong heading into winter Is La Niña still forecasted? Speculators may liquidate hefty short positions Russia/Ukraine war full of uncertainty and will enhance volatility What to expect from commodities in 2025? Keep an eye out for our 2025 predictions podcast coming to you soon! Host: Michael Caughlan, President & CEO Expert: Eric

Ho ho holy December WASDE!

Dec 10 2024 15 mins  
Wheat Wheat exports increase Stocks fall Soy complex Soybean balance sheet unchanged for U.S. Global stocks still huge Corn Production down globally Stronger use for corn in the U.S. How’s ethanol demand looking? Sugar USDA raises import level: How disappointed will Mexico be? Believe it or not, the International Sweetener Colloquium is right around the corner! (Februar