Fundamentally Speaking

Loose relation between the annual percent change in the U.S. gross domestic product (GDP) and the annual percent change in both total U.S. red meat and poultry production and demand

How often the USDA has predicted record US corn production and usage over the past 25 years vs how the USDA prognostications of record output and consumption have worked out

Combined Argentine and Brazilian soybean production and exports in 1000 metric tons and as percent of world totals

Percent of the U.S. corn crop planted by May 15 vs. the final yield deviated from the 1986-2019 trend along with the percent that final plantings deviated from the farmer intention figures given at the end of March

New crop U.S. wheat export sales on the books as of the first week in May in million bushels vs. percent of the first USDA export projection for the new marketing year in May and change in wheat exports in million bushels from that first WASDE report to what final U.S. exports...

A matrix of what the 2020/21 U.S. soybean stocks-to-use ratio could be using various combinations of planted acreage in millions going across the x-axis at the top and yields in bushels per acre going down the y-axis on the left.

A matrix of what the 2020/21 stocks-to-use ratio could be using various combinations of planted acreage in millions going across the x-axis at the top and yields in bushels per acre going down the y-axis on the left.

Crude oil-corn price ratio along with the long-term average and plus and minus one standard deviation lines vs. the moving one year correlation between spot crude oil prices and spot corn values.

U.S. corn stocks-to-use ratio vs. the average farm price scatterplot using data from the 2007/08 season to this year and the calculated trend line explains about 85% of the projected farm price using the stocks-to-use ratio

World wheat and rice stocks-to-use ratios with and without China

First fall, last fall and first spring rating of the year vs. the percent that the May yield estimate deviated from the 30-year trend of the final yield.

U.S. corn export sales and shipments as of the third week of March in million bushels vs. as a percent of the USDA March WASDE corn export projection

U.S. soybean export sales and shipments as of the third week of March in million bushels vs. a percent of the USDA March WASDE soybean export projection

USDA Outlook Forum wheat projection almost right on for the past two years

Percent decline for a number of key commodities, the 10 year U.S. Treasury note and the S&P 500 stock index from January 1 to March 17, vs. correlation between all of these markets and the S&P 500 stock index for the same time period

20-year capital annualized growth rates (CAGR) for wheat harvested acreage, yields and production for the major crops in the top producing states and the U.S.

15 year capital annualized growth rates (CAGR) for soybean harvested acreage, yields and production for the top 18 producing states and U.S.

20-year capital annualized growth rates (CAGR) for corn harvested acreage, yields and production for top 18 states and U.S.

Combined Argentine, Brazilian, Russian and Ukrainian corn and wheat harvested area and production as a percent of the world total since 2000 on the left hand axis and their share of world soybean harvested area and production on the right hand axis.

Robust meat and poultry production sends U.S. corn feed use to 12-year highs