Wheat & cereals
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Commerz backs ideas of wheat price gains ahead

The bank echoes rival Rabobank in foreseeing some scope for higher wheat prices. But it is more neutral on prospects for corn and soybean futures

IGC lifts hopes for world grains harvest in 2015-16
The group hikes its forecast for corn output, more than offsetting a wheat crop downgrade. Still, demand expectations are higher too
ANZ downbeat on cotton price - cautious on wheat too
The bank espouses a "tactically short position" in cotton futures, forecasting a waning in hedge fund interest, and is modestly bearish on wheat
Rabobank flags scope for wheat, coffee price rises
The bank trims its forecast for wheat prices, but to levels above the futures curve, and raises its estimate for the world coffee output deficit
Rains help dryness-hit US wheat - but more moisture needed
The condition of US winter wheat stabilises after recent rains, but has yet to improve. Moisture may be required for spring wheat too
Kernel bears witness to drop in Ukraine corn sowings
The farm operator-to-sunflower oil group forecasts a sharp drop in corn sowings, far ahead of the 8% drop estimated by officials
Hedge funds record-bearish ag bets 'may spur' price support
Hedge funds hike their net short in ags to a record high, driven by negative bets in grains. But will this herald a sharp reversal in positioning?
Strategie Grains lifts hopes for EU wheat exports
The influential analysis group lifts forecasts for EU wheat exports - currently the world's biggest - both for this season and 2015-16
Benign weather lifts German wheat harvest hopes
Deutscher Raiffeisenverband nudges higher its crop estimate - citing weather which US officials say may help fungal infections too
US wheat ratings falls further, but rains raise hopes for revival
Wheat futures fall despite data showing a further deterioration in US crop condition, as forecasts show rains for drought-hit areas
Thriving Carr's highlights low protein dent to UK wheat
The milling-to-feed group, unveiling results which send its shares soaring, flags the role of low protein in supporting the UK's wheat import needs
Soft vs grains gap emerges as hedge funds cut bearish ag bets
Hedge funds reduce their bearish positioning in major ag contracts overall. But the shift hides a gap in thinking on softs compared with grains
US officials lift bar on EU wheat forecasts for 2015
US Department of Agriculture foreign staff see the EU wheat crop staying above 150m tonnes. But strong exports will foster a drop in inventories
Can cattle help beleaguered wheat bulls?

Low grain prices appear to be persuading an unusually large number of southern US farmers to ditch hopes of ever harvesting their winter wheat

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