Commodity Markets Send Warnings

[errolanderson]

Group . . . Falling commodity prices are sending a warning to markets (IMO).

Global equities face a critical week as the U.S. and China now appear fully engaged in a trade war.

Hone your marketing skills. World trade is now a nasty place for the unsuspecting . . . .

[ajl]

Party like its 1985. Need to shine the resume too in order to get a better off farm job.

[checking]

No honing.

I'll just go back on "lock down" until the silly seasons are over. Let's see which country "blinks" first.

[MBgrower]

How many $100/acre rental agreements are going to get renegotiated this fall? $4.50 wheat appears to be on the way.

[SASKFARMER3]

Ah it’s such a joke if a general rain doesn’t happen soon **** it won’t matter what wheat and canola will be worth. It’s not perfect world

[farmaholic]

How many $100/acre rental agreements are going to get renegotiated this fall? $4.50 wheat appears to be on the way.

Around here there are some pea and lentil crops that are in trouble from the recent rains(too much in a short period of time) and canola that got off to a bad start from being too dry in the beginning....both those situations are going to make paying those high rents onerous/burdensome.

How much $/ac are you satisifed with for all the work and risk you take? Every crop type returns a different net result...do you average a three to five year rental term and rotation? Does that mean some crops don't have positive net returns during the lease term?

Good thing farming is low risk for the Primary Producer.

[malleefarmer]

Beans bearing the brunt of fall out?

[bucket]

200,000 dollar a quarter land on borrowed money is 10000 a quarter in interest plus the principal plus inputs.


On what might be a 30 bpa canola crop....chances are my old math tells me there is a world of hurt on its way. Without a rain.

Funny thing is all the industries that are looking for support can make a tonne of steel no matter the weather,,,cars get made ,,,,cows get milked and money comes in even it doesn't rain....

Then there are the provincially funded irrigators that are getting a 150 dollar interest gift for the infrastructure that pays nothing back to the province for their investment ...

and the grain farmer that hasn't seen a rain for quite while that is told to burn equity.

[errolanderson]

Trump now threatening China with $200 billion in tariffs on Chinese imports tonite. Xi is expected to respond quickly.

China and Japan are now dumping U.S. debt rapidly. China apparently has sold $6 billion in U.S. treasuries, Japan has sold about $12 billion. Both countries still hold in excess of 1 trillion each in U.S. treasuries. Fed itself is trying to sell treasuries. A freaking gong show in bond markets appears approaching.

Stock market fallout can’t be avoided (IMO) . . . .

[agstar77]

Bring on a Depression!!! Thank the bad hairdo!!