Matthew Pot

| Author of Grain Perspectives | Economist | Keynote Speaker | Raised on an #OntAg Farm | #CdnAg | 🌵= Sarcactus |

[Matthew Pot @MatthewPot]

U.S. CPI headline inflation rose to 3.7% year-over-year in September, up from 3.4% in August and above expectations for an increase to 3.6%. Core inflation rose to 2.6%, up from 2.4% and above expectations for an increase to 2.5%.

Probabilities for a Federal Reserve rate hike on October 28th increased to 42%, up from 22% yesterday.

[Matthew Pot @MatthewPot]

@kevinki16180099 @Agridome Happy Thanksgiving, Phil.

[Matthew Pot @MatthewPot]

@BotTheWrongDip @KenSchaus Follow the rates. This is from an article I wrote and the graphic explains the CAD decline. Also important question is to ask if US rates can also be hiked faster than expected? (Just as important to ask). Hikes are priced in. And what’s priced in decides the exchange.

[Matthew Pot @MatthewPot]

Same calendar, different balance sheet: Seasonals have reflection points that can change course.

https://t.co/TktJTw6xbk

My perspectives in this week’s Ontario Farmer, on Page 5.

Written prior to Friday’s USDA report. @OntFarmerNews

[Matthew Pot @MatthewPot]

U.S. 2026/27 Ending Stocks and trade ranges for #corn, #soybeans and #wheat.

[Matthew Pot @MatthewPot]

What is your current sentiment on the #corn market into this fall?

[Matthew Pot @MatthewPot]

The Bank of Canada kept the target rate unchanged at 2.25%, as expected. The Federal Reserve will make their next announcement on September 16th.

[Matthew Pot @MatthewPot]

This seems important.

[Matthew Pot @MatthewPot]

Need some understanding on the corn balance sheet?

In this week's @OntFarmerNews "Less Room for Error: Corn Enters a Demand Market".

Some of these stocks to use numbers being thrown out can be/are misleading. Can't change supply without changing demand. The 10% pivotal number in stocks to use signals more volatility ahead.

[Matthew Pot @MatthewPot]

What is your current bias on the #corn market heading into the fall (a month from now):

[Matthew Pot @MatthewPot]

@cfarms76 Naturally sentiment is 'always' the most bearish middle of August. Year over year. Right or wrong, it's clock work.

[Matthew Pot @MatthewPot]

@MaizeingPete Pete... You shouldn't be watching others and should be focused on your driving. :P

[Matthew Pot @MatthewPot]

A strong day for the grain markets. #corn #soybeans #wheat

[Matthew Pot @MatthewPot]

USDA Report U.S. Ending Stocks Estimates:
- #corn below trade estimate for old and new
- #soybeans above trade estimates for new crop
- #wheat at trade estimates.

[Matthew Pot @MatthewPot]

@Agridome Like for instance Phil... Chat GPT is better than rock paper scissors... When you need to pick who has to do something, just make an deal to ask Chat GPT to pick a number between 1-100 and who ever gets closest wins...(and just always pick 73...).

[Matthew Pot @MatthewPot]

@Agridome No idea what you are scoring. Depends on what you are using it for. Asking it for outright answers, 7/10 is generous.

[Matthew Pot @MatthewPot]

@Agridome No base to compare them to either given this is their first estimate - even if correct in the end - still have to take as a grain of salt till a few years of data is out. This will be the norm with AI as well.