100 episodi

Empowering clients with commercial intelligence, supply chain expertise,
and risk management solutions.

McKeany-Flavell Hot Commodity Podcast McKeany-Flavell

    • Economia

Empowering clients with commercial intelligence, supply chain expertise,
and risk management solutions.

    This is bull…ish!

    This is bull…ish!

    Weather’s been good, but you never know!
    Biofuel production to grow in 2024/25
    No exports? Not just yet…
    Don’t forget to register for our next webinar!
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com 

    Host/Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

    • 24 min
    Mexico sugar: It’s gonna be a wild ride!

    Mexico sugar: It’s gonna be a wild ride!

    Will Mexico imports reach 650,000 MT?
    June is the start of the rainy season, but will we get any rain this summer?
    The 2024/25 production forecast
    How does this affect HFCS heading to Mexico?
    Our next webinar:
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com

    Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Global Sweeteners Specialist
     

    • 14 min
    Cocoa market volatility continues

    Cocoa market volatility continues

    Weather has improved!What does that mean for the tail end of the mid-crop and pod setting for next year’s main crop?

    Cocoa bean arrivals continue to lag, but have they been under reported?
    Why have Coffee and Cocoa Council (CCC) suspended operations for 40 coops?
    Mark your calendar for our next webinar!Summer Market Outlook webinar
    Wednesday, June 26
    First wave of invites going out June 12

    Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

    • 17 min
    Inflation station: Conflicted economic data for April

    Inflation station: Conflicted economic data for April

    PPI: inflation is too hot!
    CPI: is inflation cooling too fast?
    Jobs growth slowed markedly
    What’s unemployment doing?

    What to expect for future inflation after bottoming in December
    Market's rate cut expectations holding steady this week, but is this counter to the Fed’s own statements?
    Next webinar is on Wednesday!
    Dairy Market Update on Wednesday, May 22, 2024
    Check your email for your invite or register at mckeany-flavell.com

    Host: Michael Caughlan, President & CEOExpert: Shawn Bingham, Director of Risk Management

    • 17 min
    Live from the Sweets & Snacks Expo 2024!

    Live from the Sweets & Snacks Expo 2024!

    Well attended event put on by the National Confectioners Association
    Lots of sour going on!
    Freeze-dried candy: What was Mike’s favorite?
    Talk from all of the chocolate companies
    Switching from chocolate to compound?
    Using less amount on the product?

    And the winner of this year’s Candy Industry Kettle Award goes to…
    Our next webinar:
    Dairy Market Update on May 22, 2024
    Check your email for your invite or register at mckeany-flavell.com

    Host/Expert: Michael Caughlan, President & CEO

    • 4 min
    WASDE: Welcome 2024/25 to the party!

    WASDE: Welcome 2024/25 to the party!

    Wheat
    New crop 2024/25 U.S. wheat largely as expected
    Global stocks remain at a deficit
    Will it struggle to hit USDA’s estimate?

    Corn
    Global balance sheet seemingly growing more portentous?
    Baby steps!

    Soy complex
    U.S. soybean, soybean oil picture for 2024/25 suggests loosening stocks scenario
    A quick note on soybean meal

    Sugar
    Not many supply-side changes expected for production
    New crop 2024/25 showing good numbers
    Expecting healthy increases?
    No growth: What’s driving that?

    Don’t forget to register for our next webinar!
    Dairy Market Update on May 22, 2024
    Look for your email invite or register directly at mckeany-flavell.com  

    Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

    • 33 min

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