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http://www.info.gov.hk/gia/general/201303/31/P201303310295.htm?utm_medium=twitter&utm_source=twitterfeed " The Centre for Health Protection (CHP) of the Department of Health received notification from the National Health and Family Planning Commission (the Commission) today (March 31)...

I guess that USDA as the supporter of US agriculture export should make the number supportive for the commodities. The stocks are ridiculous low and weather 'd always be a huge challenge anyway.

http://en.wikipedia.org/wiki/Ting_Hai_effect “The Ting Hai effect, Adam Cheng effect or Chiu-Koon effect is a peculiar stock market phenomenon.[1] The phenomenon is observed that whenever Hong Kong actor Adam Cheng stars in a new television show, there is a sudden and unexplained drop in...

It's reported that NDRC may raise domestic price of NG in the next month,from around 3~3.5 RMB/cubic meter to around 4 RMB.The demand side looks bright for NG.

Another factor to watch is that it's the first ENSO-neutral winter since 2003-04 , means there's neither El Nino or La Nina to affetc the weather system, for now.La Nina's usually bullish for corn and beans.

Just wonder how soy complex spread traders pick the long -short legs

good old corn-soybean spread trade,or beans complex vs grains complex

nice spread, and given the increasing bearish perspective for beans, why don't just short them all and long sth else

the Weekly Weather and Crop Bulletin (WAOB) is also fun to read, if there's la nina forecast, it'll be bullish for beans

Just another season of weather casino Drought + hot in summer (as in 2012) = $ 7~8 corn cool + lots of rains in right time = $ 5~6 corn No one can predict the long range weather with tradable precision end of the story

The surplus of ending stocks (in China and India ,etc ) and perspective production in Indonesia and Malay this years are enormous, and unfortunately soybean is also going to have a sound rebound in production this season , so far.I think the price perspective for palm oil is most bearish and...

quite undervalued to me, given there's a long hot summer ahead, for the weather risk

So are there people ever worry the USDA reports can cause insider tradings, like the data can be leaked to big players, like investment banks or those big players can buy some researchers to publish the data they want ?

For people trade with USDA balance sheets, wheat is still most likely in big surplus in the grain complex.Trader don't want to short soybean with such a low ending stock,and if people trade the spread the further months are even weaker, I guess.