Morning Thoughts – Jan 19
Financials – Fed Chair Yellen gave a speech in SF late yesterday and her comments were deemed as slightly hawkish. The dollar firmed modestly following her remarks and Fed Funds dropped slightly. The key comment off the newswires was she and “most colleagues...Morning Thoughts – Jan 18
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Morning Thoughts – Jan 17th
Grains – Last week saw the index rebalance come and go, and I thought it might be worth a quick look to see what OI did to see if it matched projections. Corn OI was up roughly 75k from Friday to Friday. This seems pretty inline with expectations heading into...
