Bean Spreads

carteblanche · Jan 20, 2015

Any one have an bean spread ideas for a meduim term bullish view on beans . At such oversold levels surely something is there from n 15 onwards as a spread.

I see the large net short combined with south american weather factor possibly producing something
ie long beans v corn

Or one of the flies and calenders. N15 x15 spread i am thinking or the fly ..

lx008 · Jan 20, 2015

It could be bearish if Brazil gets right rain and bumpy harvest, so better play i when the spread is narrow enough

thefuturestrader · Jan 21, 2015

You are getting news of Chinese cancellation of bean shipments which is somewhat bearish. There are a ton of soybeans out there. I am bearish in the medium term, although there will always be rallies since they are soybeans.

lx008 · Jan 21, 2015

right,the stock will run low into summer anyway,but that could be a long waiting

carteblanche · Jan 21, 2015

Old crop new crop still hanging in there i am wondering if the commercial basis bids that still seem around are going to put a floor under this

lx008 · Jan 22, 2015

maybe soybean meal is a better try for spread trade, the stock as USDA put is more often low

tallent_e · Jan 29, 2015

carteblanche said:
Any one have an bean spread ideas for a meduim term bullish view on beans . At such oversold levels surely something is there from n 15 onwards as a spread.

I see the large net short combined with south american weather factor possibly producing something
ie long beans v corn

Or one of the flies and calenders. N15 x15 spread i am thinking or the fly ..

what is bullish medium-term about beans?

("N15 x 15" ?)

lx008 · Apr 1, 2015

planting and
growing season weather with declining stock