Hedge Tracker Slide In Section #5 & Supply-Demand Matrix In Section #6.
#1 Closing AOA Audio Commentary w/Susan Littlefield
#2 The Wheat-Led Rally Needs To Take-Hold Here In My View: It’s Now About Follow-Thru Strength To The Upside w/Wheat Leading & Corn Following…Global Corn Prices Are Starting To React
Key To This Week’s Close Is A Resumption of A “Buy” Signal In The Wheat Charts & A Higher Weekly Close–A Shift In Momentum Indicators.
The Two Key Charts Below Show The Wheat Spread Igniting Today, Pushing Back Toward Its June High. Similarly, The July-Dec. Corn Spread Found Strength, Again, Like Wheat, Due To Lower Wheat & Corn Supplies Showing-up In Today’s Numbers As I Had Hoped/Expected. Note How Much The French Corn Price Has Rallied This Week w/The Sep. Futures In Paris Closing-In On $7/Bu…
#3 Livestock Are At A Critical Level of Support, Hogs Having Found What Seems To Be A Bottom/Cattle Nearing Key Technical Support
June Live Cattle Expired Near The Latest Neg. Cash Price of Around $258-259; Now August Fats Come-On As Lead-Month Futures w/a $243 Area Price…A Big Discount That I Am Watching To See If It Can Move Up Toward Where June Expired & Keep The Chart Technicals (Below) In-Tact. We Have Seen Some Pick-up In Hog Prices As The Cut-Outs Are Starting To Move Higher More Consistently; Around July 4th Is My “BLT Seasonal” For Bellies–As Tomatoes Come On & Ripen, Bacon Retail Demand Increases.
#4 —HEDGE RECOMMENDATIONS/HEDGE TRACKER SLIDE–
#6 —2026/27 U.S. Supply-Demand Matrix & Breakeven Levels—
#7 Previous Analysis– Major Blogs And/Or Reports-Updates In Case You Missed Them
APRIL THRU FEBRUARY 2026 IMPORTANT BLOGS ON SOYBEAN HEDGE ANALYSIS
END OF JANUARY BLOG ON SOYBEAN HEDGE ANALYSIS FOR BASE PRICE CROP INSURANCE PROTECTION
