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Monthly Economic Letter: August 2021
...mill demand. However, if health-driven restrictions are implemented in more locations, it could dampen consumer demand and manufacturers’ willingness to place orders. Read the full Monthly Economic Letter: August 2021....
Monthly Economic Letter: September 2021
...set of revisions, the USDA is projecting a +700,000 bale increase to U.S. ending stocks in 2021/22 (from 3.0 to 3.7 million). Read the full Monthly Economic Letter: September 2021....
Monthly Economic Letter: October 2021
...early 2010/11, and stocks in the world-less-China are forecast to be at their third-highest volume on record at the end of 2021/22. Read the full Monthly Economic Letter: October 2021....
Monthly Economic Letter: November 2021
...year, it would only take relatively minor adjustments in production and mill-use for the world to shift into a surplus in 2022/23. Read the full Monthly Economic Letter: November 2021....
Monthly Economic Letter: December 2021
...to refill and reposition product pipelines. As those pipelines stabilize and fill, the urgency in order placement throughout supply chains may ease. Read the full Monthly Economic Letter: December 2021....
Monthly Economic Letter: January 2022
...The USDA will release a partial set of global supply, demand, and trade forecasts at their Annual Outlook Forum held February 24-25. Read the full Monthly Economic Letter: January 2022....
Monthly Economic Letter: February 2022
...several major consumer markets. At the same time, general inflation and price increases for apparel and other finished textiles threaten downstream demand. Read the full Monthly Economic Letter: February 2022....
Monthly Economic Letter: March 2022
...war, economies around the world were already set to face challenges from inflation, the withdrawal of stimulus, and increases in interest rates. Read the full Monthly Economic Letter: March 2022....
Monthly Economic Letter: April 2022
...be enough to determine whether the U.S. might be able to build stocks or will have to ration exports next crop year. Read the full Monthly Economic Letter: April 2022....
Monthly Economic Letter: May 2022
...turn lower, inventory could evolve into a liability. Depending on the depth of any potential reversal, cancelations, and financial loss could result. Read the full Monthly Economic Letter: May 2022....
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