Commodity Markets

[riders2010]

Global debt crisis and incoming asset deflation as money tightens and the economic piper calls.

This will impact commodities, equities and now cryptos now-in-progress . . . .

Long over due . . . The irony, central banks now all poised to attack inflation just as the rug-gets-pulled from under prices and inflation.

Banks are in for one rough ride. Lending gravy train is over (IMO).

I respectfully disagree with the lending thing
Banks fertilizer companies etc etc have absolutely
Nothing to lose by lending all
The laws are in favour of them taking assets
And every asset they want if payment is not made
We re just dealing with bigger dollars for
The same properties now so
Bigger loans more interest even on low interest
Is what people seem to miss.
Governments do not stand up for individuals anymore
It’s all about bigger is better so you lose and are out
There is always some billionaire eventually that
Will pay cash for your life’s hard work of assets. And that’s
A sad fact of how the so called free market has evolved.
Most of those billionaires scream free market but
Have used every government scam there is to
Get where they are.

[Landdownunder]

We are watching this weather very closely.

La Nina also remains in place, which is generally negative Sth America and US Corn production. The market will take this threat seriously until La Nina fades or rains fall.

[TOM4CWB]

This threat may throw global markets into panic and chaos:

PA Media: UK News: Russian invasion of Ukraine ‘inevitable and imminent’
Alana Calvert, PA
Sat, January 15, 2022, 11:50 PM
A Russian invasion of Ukraine is “inevitable and imminent”, Commons Defence Committee chairman Tobias Ellwood has said.

The Conservative MP made the claim in the wake of a massive cyber attack on Ukraine which left much of the country without heat, light and access to money.

Speaking to the Daily Mail about the incident, which experts believe was an attempt by President Vladimir Putin to destabilise Ukraine prior to a physical invasion, Mr Ellwood said: “I am afraid an invasion by Russian forces is inevitable and imminent and we have allowed this to happen.

“We had the opportunity to place sufficient military hardware and personnel in Ukraine to make president Putin think twice about invading but we failed to do so.”

Tobias Ellwood
Tobias Ellwood (Yui Mok/PA)
He added: “Only president Putin knows what he is going to do next, but next week would seem pivotal.

“He has negotiated himself into a corner and after Nato refused to bow to his threats seemingly only one option remains.”

In a subsequent tweet, Mr Ellwood wrote: “RUSSIA is on the brink of an invasion. And once again will try to re-draw the map of Eastern Europe. History will ask – why did we not learn from history?”

On Saturday, Foreign Secretary Liz Truss condemned Russia’s military build-up on the Ukraine border and called on Moscow to “halt its aggression”.

She tweeted: “Russia is waging a disinformation campaign intended to destabilise and justify an invasion of its sovereign neighbour Ukraine.

“Russia must halt its aggression, deescalate and engage in meaningful talks.”


Russia is waging a disinformation campaign intended to destabilise and justify an invasion of its sovereign neighbour Ukraine

Russia must halt its aggression, deescalate and engage in meaningful talks #StandWithUkraine

— Liz Truss (@trussliz) January 15, 2022

An invasion by Russia into Ukraine would violate the “most basic freedoms and sovereignty”, the Defence Secretary said last week following a visit to Scandinavia.

Issuing his second warning in a week to Moscow, Ben Wallace said there would be “consequences” of any Russian aggression towards Ukraine.

Tensions on the Ukrainian border continue to be fraught, with the US suggesting Moscow is preparing for a “false-flag operation” in order to spark an incursion into neighbouring territory.

Mr Wallace met Nordic partners last week to discuss Russia’s continued aggression and military build-up on Ukraine’s border, with some 100,000 troops amassed at the divide.

The Defence Secretary said: “The UK and our Nordic partners are united in our approach to upholding European security.

A serviceman takes his position in a trench at the line of separation near Yasne village, about 33,6 km (21,2 miles) south-west of Donetsk, controlled by Russia-backed separatists, eastern Ukraine

“My discussions this week have been directly about deepening bilateral relations, shared security and the consequences of Russian aggression towards Ukraine.

“Our discussions were clear that a Russian invasion of Ukraine would be a strategic mistake, violating the most basic freedoms and sovereignty.

“Britain and the Nordic countries have a long and shared history.

“Our European neighbours and allies remain vital partners as we work together to defend our common values, counter shared threats and build resilience in our neighbourhood, the UK will always stand with them.”

https://ca.yahoo.com/news/russian-invasion-ukraine-inevitable-imminent-065034657.html

Putin wants 'back to the USSR'...

[jazz]

We have 3 times as much snow as last winter and a lot more moisture in it and every 3rd day we get a little more even when it was -40 it snowed and their was moisture in it.

Somethings changing. Not saying it still cant be a dryish season but we are going into spring in a much better condition than 21.

[Jay-mo]

We have 3 times as much snow as last winter and a lot more moisture in it and every 3rd day we get a little more even when it was -40 it snowed and their was moisture in it.

Somethings changing. Not saying it still cant be a dryish season but we are going into spring in a much better condition than 21.

Actual moisture is not much. We are at about 24" of total snowfall. I have a snowcatcher and melted down, it's equivalent to 1.5" of rain. Not exactly a drought buster.

[jazz]

Actual moisture is not much. We are at about 24" of total snowfall. I have a snowcatcher and melted down, it's equivalent to 1.5" of rain. Not exactly a drought buster.

No drought buster for sure. Takes years for that to happen.

But last year our snow was all crystals that were gone in early april and then we had a month of wind blowing over the land. Seeded into dust in some fields. I dont think that happens this year. There should be at least snow cover for an extra 3 weeks this year I hope.

[Old Cowzilla]

We are in better shape than this time last year but not near enough water to support livestock through summer season, dugouts still empty.

[shtferbrains]

Snow we have will green the grass up but will need spring rains to keep it producing.
Dugouts are fair to good here.

[errolanderson]

Equity pressures as well . . . .

Russel 2000 is on the verge of turning negative year-over-year . . . This is seen as a lead indicator for direction of the S&P 500 index. Another canary in the mine.

China also just cut their rates. Global financial market selloff risks rising and may already be in-progress . . . .

[shtferbrains]

US markets closed yesterday but good to see wheat and oat futures up strong on the opening this morning.