Dams

[foragefarmer]

Inflation on the rise due to the Operation Epic Fury, but how can they raise interest rates when 878,000 USA households were behind in their loans by more than 90 days or were in foreclosure at the end of January.

That's a 175,000 increase from the last four months or a 25% increase.

So the Epstein War hasn't even been factored in regarding inflation.

So commodities may have to be held back, TACO can easily send out a releif payment to USA farmers to cover the surge in fuel and fertilizer caused by the distraction war.

Oh and there's the midterms coming up as well which Trump can't afford to lose.

[agstar77]

Inflation on the rise due to the Operation Epic Fury, but how can they raise interest rates when 878,000 USA households were behind in their loans by more than 90 days or were in foreclosure at the end of January.

That's a 175,000 increase from the last four months or a 25% increase.

So the Epstein War hasn't even been factored in regarding inflation.

So commodities may have to be held back, TACO can easily send out a releif payment to USA farmers to cover the surge in fuel and fertilizer caused by the distraction war.

Oh and there's the midterms coming up as well which Trump can't afford to lose.

But it won't affect 100 million spent on golf trips. No inflation. No worries about a deficit.

[AlbertaFarmer5]

Lots of conspiracy theories being presented here.

Another possibility is that the market is satisfied with the current supply and demand of commodities. As represented by the fact that in spite of all of the worst case scenarios simultaneously playing out in the oil markets right now, so far it seems that oil may have topped out at nowhere near nominal record highs, let alone inflation adjusted highs.

[TechAnalyst]

The problem is the government doesn’t set the interest rates.

The Federal Reserve sets the overnight fed funds rate but all other treasuries are set by the government auctioning off various maturity securities. The greater the demand, the lower the interest rate that the buyer is willing to accept (the higher the price of a fixed rate bond).

Investors that expect higher inflation want a higher rate of return on their bond yield to maintain a desirable inflation adjusted (or real) rate of return. Achieved by paying less at auctions.

The U.S. has to auction off about $10 trillion in treasuries in 2026 to repay maturing bonds and fund further debt.

Investors that buy the bonds set the interest rates.

And that doesn’t even address the can of worms that is the demands for a greater return, the greater the risk.

All the government can do is try to keep investors happy by controlling inflation and perceived risks. Other than printing money and buying their own treasuries, which doesn’t work for long given the negative feedback loop.

[TASFarms]

Funds are long on corn and soybeans. Not so with wheat.

[Old Cowzilla]

All crushing storage kept full all winter while processing with little bump up rallies here and there keeping trucks rolling. That's done every year when trucks switch to fert during seeding. Local fert dealers say business as usual and are more worried farmers cut back leaving fert guy hanging with overpriced product. Now if its a dry summer??? first combines set the market . Most of North America still go thou.

[Grain Farmer]

Local trucker hauls fert for RP. Their storage is full, farmers not taking home or just not buying?

[zeefarmer]

Local trucker hauls fert for RP. Their storage is full, farmers not taking home or just not buying?

Talking to a retailer here, he said earlier on that it was really quiet. Some guys only had $X/ac or lbs/ac they were able or wanting to work with. But after Mar 2 the phone was ringing off the hook with guys trying to book. Sounds like guys were hoping it would go down and when the war started they panic bought.

[tubs]

The coming energy crisis is made a lot worse by climate scammers and very dumb liberal governments the north sea gas is shut off by cementing the wells shut same as in the netherlands. The chickens are coming home to roost, and to make it all palaple for their taxpayers the are going to blame Trump.

[agstar77]

The coming energy crisis is made a lot worse by climate scammers and very dumb liberal governments the north sea gas is shut off by cementing the wells shut same as in the netherlands. The chickens are coming home to roost, and to make it all palaple for their taxpayers the are going to blame Trump.

Tell us again who is not to blame.