Ag trade ideas

Discussion in 'Commodity Futures' started by TraDaToR, Aug 24, 2014.

  1. namich99

    namich99

    Overnight, what other changes do you see the CME making to the Live Cattle contract?
     
    #1431     Mar 15, 2017
  2. Overnight

    Overnight

    From what I have gathered, the industry is screaming for the LE to become a cash-settled future, rather than deliverable. I am also wondering if that could allow expanding the actual trading hours from the paltry 4 hours per day to something greater (on CME). Oh, and the hi/lo limits are insane. 3 points up or down from previous day's settlement? Yeesh, doesn't seem healthy.

    I am still trying to teach myself the cattle industry, but I find it all fascinating.

    If you wish to keep abreast of Cattle markets without too much headache, check this link every morning ~7-8AM Eastern time. Great stuff in here; A good consolidation of data, with weekly commentary near the bottom.

    http://www.agcenter.com/newcattlereport.aspx
     
    Last edited: Mar 17, 2017
    #1432     Mar 17, 2017
    Andhesaid and drm7 like this.
  3. i960

    i960

    Various NY cocoa spreads starting to turn around on the daily/weekly now.

    Chart_17-03-20_11-35-47.png

    Chart_17-03-20_11-37-12.png
     
    #1433     Mar 20, 2017
  4. Overnight

    Overnight

  5. i960

    i960

    #1435     Mar 20, 2017
    justrading likes this.
  6. Overnight

    Overnight

    On which exchange are the softs like cocoa traded?
     
    #1436     Mar 20, 2017
  7. The live cattle contract has been around for years, what is the cme going to do to fix it ?

    I trade cattle and have for years, there is nothing broken with the contract.

    Cash settlement is not viable for the live cattle contract. The contract is a true hedging tool and producers must be able to make or take dlvry
     
    #1437     Mar 21, 2017
  8. Overnight

    Overnight

    Well, how about today where LE bounced off the high-limit? And as of this typing, it looks like it is about to hit the high-limit again. Only a 3-point up or down limit? That's only $1,200 of maximum from open. Isn't that restrictive?
     
    #1438     Mar 22, 2017
  9. xandman

    xandman

    In any case, cash or physical delivery, you don't want a position on First Notice Day. Retendering that contract after assignment can generate a fee up to $200 per contract.

    This weeds out a lot of convergence to spot trades because the most traders will be forced to exit and the bulk of the convergence move happens after First Notice Day.
     
    Last edited: Mar 22, 2017
    #1439     Mar 22, 2017
    Autospreader likes this.
  10. No I disagree

    3 point move equals around a 36 dollar per head move in a physical fed steer.

    Go back and look at how many times we hit limit either way. It's not a big %

    We didn't close limit that day and 122.90 was HOD the next day ( today )

    Cash fed cattle are selling as high as 136 this week very strong but action in April contract wasn't very good today
     
    #1440     Mar 23, 2017