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Soybean futures slipped to $10.43 per bushel, down from a six-month high of $10.75 in early February, after the US Department of Agriculture reported higher-than-expected domestic supplies and reduced projections for South American crops. Argentina, a key global soybean supplier, is expected to harvest less than initially anticipated due to hot, dry weather affecting crop yields. Meanwhile, Brazil's 2024-25 soybean harvest reached 15% completion as of February 6, although progress is behind last year's pace. Market participants are closely monitoring the potential impact of new US tariffs, which could affect agricultural trade and global demand for American soybeans. Additionally, agribusiness consultancies have offered mixed forecasts for Brazil’s soybean production, with AgResource increasing its estimate and Patria AgroNegocios lowering its projection for the second consecutive month.

Soybean Futures Dip Amid US Supply Data and South American Crop Concerns

Gold prices dipped to $2,902 per ounce on Tuesday from a record $2,940 as investors took profits, though sentiment remained bullish amid trade tensions. The decline was driven by short-term traders cashing in gains, with some expecting consolidation before the next move higher. President Trump’s 25% tariff on steel and aluminum imports fueled fears of a broader trade war, adding market uncertainty. Investors now await Wednesday’s U.S. inflation data, which could shape Fed policy expectations. While gold is a hedge against inflation, the Fed’s cautious stance on rate cuts may cap near-term gains. However, ongoing geopolitical risks and potential new tariffs could keep gold supported. Elsewhere, the BoE and RBI have recently implemented dovish rate cuts, mirroring similar actions by the ECB, Riksbank, and BoC. Additionally, sustained central bank demand supported gold, with the PBoC expanding its reserves for a third consecutive month in January.

Gold Pulls Back from Peak Amid Profit-Taking, Trade War Fears Persist

The S&P 500 hovered near the flatline in the afternoon trading, the Nasdaq 100 dipped 0.2% on tech losses, and the Dow edged slightly higher. Investors weighed Fed Chair Jerome Powell’s cautious stance on interest rates and the impact of President Trump’s new 25% tariffs on steel and aluminum, which fueled trade war concerns. Powell reiterated that the Fed is in no rush to cut rates, citing a strong economy and stubborn inflation above 2%. Steel and aluminum stocks rose, with Cleveland-Cliffs up 4.1%, Nucor gaining 0.7%, and Alcoa adding 1.8%. Apple climbed over 2.5% on reports of an AI partnership with Alibaba, while Tesla fell 5.7%. Meanwhile, the earnings season continues with shares of Coca-Cola rising more than 3.5% after the company's sales topped estimates. Investors are now focused on Wednesday’s CPI report, which could influence expectations for the Fed’s next move.

Fed’s Stance and Trump’s Tariffs Keep Investors on Edge

Corn futures fell below $4.90 per bushel, retreating from a near one-year high of $4.97 on January 29, as concerns over potential trade disputes, which could weaken demand for U.S. farm products, overshadowed signs of tightening supply in the latest WASDE report. The broader grain market faced pressure after President Trump announced reciprocal tariffs that could trigger retaliatory actions against U.S. crops. Meanwhile, the USDA left its 2024/25 U.S. corn outlook unchanged but raised the season-average farm price by 10 cents to $4.35 per bushel. Global coarse grain production is projected 1.8 million tons lower at 1.492 billion tons due to yield cuts in Argentina, where heat and dryness have damaged early-planted corn, and Brazil, where slow second-crop planting is dampening output prospects. Additionally, WASDE forecasts lower corn exports from Brazil, Ukraine, and South Africa, alongside reduced Chinese imports, contributing to a 3-million-ton decline in global ending stocks.

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最新ニュース

Soybean Futures Dip Amid US Supply Data and South American Crop Concerns

Gold Pulls Back from Peak Amid Profit-Taking, Trade War Fears Persist

Fed’s Stance and Trump’s Tariffs Keep Investors on Edge

Corn Eases From Over 1-Year High

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