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Not a farmer, don't know jack shit about running a farm. Posting this as food for thought for peeps like me and anyone else interested in learning.

Outlaws, In-Laws, & Farm Laws With Roger McEowen​

Sep 16, 2024 #AgriculturalLaw #TaxPlanning #FarmPolicy

In this episode, Marlin Bohling sits down with Roger McEowen, a leading expert in agricultural law and taxation, to tackle the pressing legal and financial issues facing farmers and ranchers today. From potential tax law changes to new regulations, this conversation offers invaluable advice for navigating the complexities of farm management and year-end tax planning.


27:14

💡 Key Topics Discussed:
• Tax Law Changes: What the expiration of the Tax Cuts and Jobs Act could mean for your tax and estate planning.
• Farm Policy & Operations: Understanding how changes in farm policy can impact your farming operations.
• Labor Law Compliance: Upcoming changes to labor laws and what farmers need to know to stay compliant.
• Estate & Capital Gains Tax: How the election could influence estate taxes and why farmers should prepare for potential increases in capital gains tax.
• Social Security Benefits: Key considerations for farmers when navigating social security options.
• New Filing Requirements: Important new filing requirements for beneficial ownership information.
• Legal Protections: Recent Supreme Court decisions offering greater protections against government regulations.
• Year-End Tax Planning: Essential strategies for farmers and ranchers as the end of the year approaches.
 

S&P flat, Nasdaq declines as tech weighs ahead of Fed decision​

  • Apple falls after analyst flags weak demand for new iPhones
  • Intel rises after report chipmaker qualifies for federal grants
  • Boeing dips after it freezes hiring, weighs temporary furloughs
NEW YORK, Sept 16 (Reuters) - The S&P 500 closed little changed while the Nasdaq fell on Monday, weighed down by a drop in technology stocks as investors assessed the likelihood of an upsized rate cut from the U.S. Federal Reserve this week.
The S&P technology index (.SPLRCT), opens new tab, the best performer of the 11 major S&P sectors this year, lost roughly 1% as the session's biggest decliner.
Apple (AAPL.O), opens new tab dropped as the biggest weight to both the benchmark S&P index and Nasdaq Composite, after an analyst at TF International Securities said demand for its latest iPhone 16 models was lower than expected.

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AMERICAS New highs, rotation as Fed meets with retail healthcheck​

Sept 17 (Reuters) - A look at the day ahead in U.S. and global markets from Mike Dolan
With Federal Reserve easing within touching distance, U.S. stocks are not hanging about, underlining an uncomfortable aspect of the central bank's decision this week.
Amid a fresh rotation of sectors from megacaps (.NDX), opens new tab to small fry (.RUT), opens new tab, the equal-weighted S&P500 (.EWGSPC), opens new tab, which adjusts the main index (.SPX), opens new tab to strip away the overwhelming influence of a handful of outsize stocks, hit a record high on Monday.

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US probes uranium imports from China to prevent circumventing Russian ban​

  • US probing imports from China to prevent circumventing Russian ban
  • Russia sent large amounts of uranium to China from 2022 to 2023
  • Any circumvention could hurt U.S. effort to cut funds to Russia
  • Circumventing ban could harm push to build U.S. uranium supply chain
WASHINGTON, Sept 17 (Reuters) - President Joe Biden's administration is probing a surge in imports of enriched uranium from China since late 2023 amid concerns the shipments are helping Moscow sidestep a U.S. ban on imports of the power plant fuel from Russia, Reuters has learned.
U.S. House lawmakers passed the ban on Russian enriched uranium in December 2023 as part of a U.S. effort to disrupt President Vladimir Putin's ability to fund Russia's war on Ukraine.

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www.highnorthnews.com

New Report: Busy Summer for Arctic Shipping on Russia’s Northern Sea Route

Traffic between Russia and China continues to be the driver for Arctic transit shipping traffic on the Northern Sea Route, a new report by Center for High North Logistics shows. Crude oil, coal, and iron ore are flowing from Russia to China, while container shipping is occurring almost equally...
www.highnorthnews.com www.highnorthnews.com

thebarentsobserver.com

A fleet of Chinese container carriers shuttles on Russian Arctic route

The ships are the biggest of their kind that ever have sailed on the Northern Sea Route.
thebarentsobserver.com thebarentsobserver.com
 

US East & Gulf Coast Dockworkers and Ports Are on a Countdown to a Strike ... 1 October 2024!​

Sep 17, 2024 #supplychain #labor #strike

In this episode, Sal Mercogliano - a maritime historian at Campbell University (@campbelledu) and former merchant mariner - discusses the potential for a US East and Gulf Coast strike of the International Longshoreman's Association and the US Maritime Alliance on October 1, 2024.


22:45

00:00 Introduction & News Review
01:46 US Maritime Alliance (USMX)
07:19 International Longshoreman's Association (ILA)
12:00 Port Strike would be 'Cataclysmic'
18:18 What's Next
- US East and Gulf Coast Ports Brace for Potential Strike as Container Imports Surge https://gcaptain.com/us-east-and-gulf...
- Two weeks to stave off supply chain chaos on the US east coast https://splash247.com/two-weeks-to-st...
- US port strike would leave imports from Europe stranded https://www.seatrade-maritime.com/con...
- Maritime employers prep for wind-down of operations as longshore strike looms https://www.joc.com/article/maritime-...
- US Maritime Alliance https://www.usmx.com/
- International Longshoremen’s Association https://ilaunion.org/
- The numbers don’t lie: October US port strike would be ‘cataclysmic’ https://www.lloydslist.com/LL1150591/...
- Port of Los Angeles Reports Record-Setting July on Surging Imports https://gcaptain.com/port-of-los-ange...
- Port of Long Beach Shatters Records as Peak Season Delivers https://gcaptain.com/port-of-long-bea...
 

AMERICAS Flirting with records as Fed rates finally fade​

September 18, 2024 6:14 AM EDT

A look at the day ahead in U.S. and global markets from Mike Dolan
There's little left to say about the dominant event of the day - other than how to game markets' reaction to the size of the Federal Reserve's interest rate cut later and what Fed policymakers project over the horizon.
Few, if any, doubt the first Fed easing of the cycle is now at hand. Wall Street's S&P500 (.SPX), opens new tab hit a new intra-day record on Tuesday ahead of the decision - lapping up the prospect of lower borrowing costs even as the economy picks up some steam. Stock futures held firm overnight into the big decision.

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Scrap Metal Market Update: Copper, Aluminum & Precious Metals Rise​

📈 Check Scrap Prices: https://iScrapApp.com/ - After a turbulent year, we’re seeing more stability in the markets as we approach the end of Q3. Whether you're a seasoned recycler or just getting started, this video will provide key insights into current scrap metal trends and how market changes could affect your profits.
👉 Read more: https://iscrapapp.com/blog/weekly-scr...


16:59

Why copper and aluminum prices are holding steady
How the precious metals market is gaining strength with gold, platinum, and palladium surging
An update on the steel market's challenges and what's keeping prices low
 

Morning Bid: Stocks lap up Fed's fast 'recalibration', BoE up next​

September 19, 2024 6:04 AM EDT

A look at the day ahead in U.S. and global markets from Mike Dolan

After a typical skittish first-day reaction, world markets are on Thursday embracing the new Federal Reserve stance as insurance on the holy grail of a soft economic landing.

Fed boss Jerome Powell described Wednesday's outsize half-point interest rate cut as a 'recalibration' rather than some panicky emergency, and investors are taking the move as a sign the Fed will seek that new 'neutral' quickly without necessarily being forced into it by a weakening economy.

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S&P 500 surges to record high close on euphoria over Fed rate cut​

  • Dow closes above 42,000 for the first time
  • BofA expects Fed to go for 75-bp cut in Q4
  • US big banks rise after Fed's rate cut
  • S&P 500 +1.70%, Nasdaq +2.51%, Dow +1.26%
Sept 19 (Reuters) - The S&P 500 surged to a record high close on Thursday, the day after the Federal Reserve cut interest rates by 50 basis points and indicated more rate cuts were on the horizon.
The blue chip Dow Jones Industrial Average also registered a record closing high, ending the session above 42,000 for the first time.
Heavyweight stocks that have enjoyed much of this year's stock market rally made fresh gains, with Tesla (TSLA.O), opens new tab surging over 7%, and Apple (AAPL.O), opens new tab and Meta Platforms (META.O), opens new tab each up almost 4%.

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CLS Week 38 (registration is free)

Fearnleys Week 38

Drewry WCI 19 Sep
www.drewry.co.uk

World Container Index - 19 Dec

19 Dec 2024: Drewry’s World Container Index increased 8% to $3,803 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

Commodities - Live Quote Price Trading Data

Trading Economics provides data for several commodities including live bid/ask quotes, last trading prices, forecasts, charts with historical time series and news. This table was last updated on Thursday, December 12, 2024.
tradingeconomics.com tradingeconomics.com
 

Morning Bid: Taking stock after Fed glow, Japan/China hold​

September 20, 2024

A look at the day ahead in U.S. and global markets from Mike Dolan
After a roaring Thursday that saw Wall Street stocks lap up deep Federal Reserve easing into a still-healthy economy, there's a modest step back today and an eye on other central banks choosing to stand pat for now.
Going in different directions to each other policy-wise, central banks in Japan and China choose to hold the line on their interest rates on Friday - the latter slightly surprisingly given the alarming deceleration of its economy.

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How investors buy gold and what drives the market​

Sept 20 (Reuters) - Gold hit a record high above $2,600 per ounce on Friday, as the prospect of more U.S. interest rate cuts and global geo-political uncertainty boosted its appeal.
Bullion has risen more than 26% so far this year, and as market bulls lock in further gains, another milestone of $3,000 per ounce is in focus.
Here are the different avenues for investing in gold:

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Equities end flat but Dow ekes out record in strong week​

  • Fed's Waller flags risk of inflation going too low
  • FedEx falls on quarterly profit drop, forecast trim
  • Nike jumps after appointing new CEO
  • Indexes: Dow up 0.09%, S&P off 0.19%, Nasdaq off 0.36%
NEW YORK, Sept 20 (Reuters) - U.S. stocks closed nearly unchanged on Friday, as investors paused buying after a strong rally in the prior session that was fueled by an upsized interest-rate cut by the Federal Reserve, while Nike's gains helped nudge the Dow to a record.
After notching their biggest daily percentage gains since mid-August, major averages were subdued for most of the session, but managed to secure weekly gains of at least 1%.

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Cattle on Feed near pre-report expectations | Weekly Livestock Market Update​

Sep 21, 2024
This week, Meghan Grebner and livestock economist Scott Brown talk Livestock Slaughter and Cattle on Feed numbers.


13:11
 
Podcast here. Nothing to see, can listen in one tab, play around the forum in a different tab.

Nicolai Heidenreich | Marine Money, Investing, Shipping Fund, NRP Maritime, Career, Fundraising​

Sep 22, 2024 Vonheim Podcast

Nicolai Heidenreich is the managing partner of NRP Maritime Asset Management and has over 25 years of experience within the maritime and shipping sector. Since 2012 he has managed several portfolios of shipping and offshore investments worth in excess USD 150 million. Prior to NRP, Heidenreich was a partner at Pareto Project Finance and also worked for Marine Money.


55:26
 
Asian Markets

Morning Bid: Fed adrenaline keeps pumping, PBOC inertia may drag​

Sept 23 (Reuters) - A look at the day ahead in Asian markets.
The adrenaline from the Federal Reserve's bold interest rate cut and signal of intent to keep easing still appears to be coursing through global financial markets, which should see risk assets in Asia start the week on a strong footing on Monday.
Nikkei futures are pointing to a rise of more than 1% at the open in Japan, with Japanese shares also getting a boost from the yen's slide last week. The rise in longer-dated U.S. Treasury yields, however, could temper some of the optimism.

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Take Five: Go big or go home​

September 23, 2024 4:33 AM EDT Updated an hour ago

Sept 20 (Reuters) - More interest rate cuts are set to come in Switzerland and Sweden after a supersized Federal Reserve rate move, with U.S. inflation data and global business activity surveys charting the pressure ahead.

In politics, Japan's ruling party is picking its next leader, who will become prime minister, and Sri Lankan voters have chosen a president.

Here is your week-ahead primer in world markets from Lewis Krauskopf in New York, Kevin Buckland in Tokyo and Libby George, Amanda Cooper and Dhara Ranasinghe in London.

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splash247.com

VLCCs and suezmaxes increasingly shipping products - Splash247

Switching tankers to carry clean products rather than crude is an expensive process. However, today’s soaring product tanker rates are seeing more and more VLCC and suezmax owners eye this conversion trade, and not just on maiden voyages. Providing data on both the costs involved and the...
splash247.com splash247.com

splash247.com

Negotiators have one week to save US east coast from chaos - Splash247

The entrenched sides are set, with government intimating it will not intervene, and the clock is ticking for what looks set to be Q4’s biggest supply chain upheaval – the shutdown of ports across the east and Gulf coasts of the United States. If by the end of next Monday no pay deal has been …
splash247.com splash247.com
 
US Markets

Morning Bid: Fed mulls inflation undershoot, Europe contracts​

September 23, 2024 6:09 AM EDT

A look at the day ahead in U.S. and global markets from Mike Dolan

With U.S. markets now mapping the extent of the Federal Reserve's easing cycle ahead, the prospect of inflation undershooting the central bank's target adds a new twist.

Last week's hefty half-point Fed rate cut leaves another 200 basis points of easing before the central bank gets back to what Fed officials themselves see as a long-term 'neutral' rate at 2.9%. Markets think they'll do pretty much all of that within 12 months.

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Wall St ends slightly higher after Fed policymakers back rate cuts​

  • Survey: US business activity steady in September
  • Intel gains on report of Apollo's investment offer
  • GM slips after Bernstein downgrades stock
  • Indexes up: Dow 0.15%; S&P 500 0.28%; Nasdaq 0.14%
Sept 23 (Reuters) - U.S. stocks closed modestly higher on Monday as investors assessed whether a trend will develop in the week following the Federal Reserve’s rate cut.

The gains came amid comments from Fed policymakers and steady factory activity data, building on last week's sharp market rally after the central bank's decision to lower interest rates.

The Fed's pivotal move last week pushed major indexes to monthly gains, defying the historical trend of September as a weak month for equities.

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China stimulus pushes global shares to new peak, boosts commodities​

  • Shanghai, Hong Kong shares rally
  • Miners, luxury lift European shares
  • Focus on upcoming U.S. jobs data
SINGAPORE/LONDON, Sept 24 (Reuters) - World stocks hit a record high on Tuesday after China unveiled stimulus measures to support its economy and stock markets, sending Asian and European shares higher and triggering a bounce in commodity prices.

People's Bank of China (PBOC) Governor Pan Gongsheng announced plans to lower borrowing costs and inject more funds into the economy, as well as to ease households' mortgage repayment burden. Pan also said China will roll out structural monetary policy tools for the first time to help stabilize capital markets.

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AMERICAS New highs beckon as China eases, Europe sneezes​

September 24, 2024 6:11 AM EDT

A look at the day ahead in U.S. and global markets from Mike Dolan

Wall Street looks set to grind out another record on Tuesday as world markets were enlivened by long-awaited monetary easing in China - rate cuts aimed at underpinning a wobbling economy that's sowing weakness across the world, not least in Europe.

Chinese stock indexes (.CSI300), opens new tab, (.HSI), opens new tab surged more than 4% on Tuesday and the offshore yuan hit its strongest level against the dollar in 16 months after a series of moves by the People's Bank of China to loosen lending conditions.

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Fed cuts interest rates, fuel prices drop | Weekly Commodity Market Update​

Sep 24, 2024 #agriculture #news #markets

This week Will and Ben cover the Fed's interest rate cut, falling fuel prices, preview USDA's September grain stocks report and more.


16:13

Chapters:
0:00 Introduction
0:48 Market recap
2:41 Interest rate cut
5:56 Drop in energy prices
8:51 Grain Stocks report preview
13:45 Major U.S. port worker strike pending and other reports to watch
 

S&P 500, Dow close at new highs as mining stocks rise on China stimulus boost​

  • Mining stocks rise on China's stimulus package
  • Visa falls as DOJ files lawsuit for alleged antitrust violations
  • U.S.-listed Chinese firms jump after domestic stimulus plan
  • Indexes up: Dow 0.20%; S&P 500 0.25%; Nasdaq 0.56%
Sept 24 (Reuters) - The S&P 500 and Dow ended at record highs on Tuesday, shrugging off weak consumer confidence data, as mining stocks surged following China's announcement of a sweeping stimulus package.

The indexes initially trimmed gains after a report from the Conference Board revealed an unexpected decline in U.S. consumer confidence in September, driven by growing concerns about the labor market's health.

“Today's price action is predominantly about what happened overnight with the policy announcements from China, direct support for their equity market and pledges to cut interest rates in the future, has caused a really sharp move in international stocks in general,” said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte, North Carolina.

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US Markets

Morning Bid: US confidence wobble weighs, China buoyed​

September 25, 2024 6:12 AM EDT Updated 43 min ago

A look at the day ahead in U.S. and global markets from Mike Dolan

The unexpected downturn in U.S. household confidence this month and growing anxiety about jobs has spurred aggressive interest rate cut bets anew - dragging Treasury yields, the dollar and stock futures lower into Wednesday's open.

Feeding mostly off the employment signals in Tuesday's consumer survey, rate futures now put an 80% chance the Federal Reserve will lop another 50 basis points off policy rates at its next meeting - just days after November's election.

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