投机者在玉米上的看涨位置

投机者为大豆的玉米和看跌位置增加了看涨的位置

货币是投机者的代理，将玉米的净净头寸提高了6,645，达到27,903份合同。这是自6月5日以来投机者持有的最大的净净职位。货币经理在截至10月23日的一周中出售大豆，将其净净职位提高了8,167，达到了39,279份合同。中西部大部分雨都放松了，使农民可以回到田野并恢复收获。托管货币还将其在芝加哥SRW的净净头寸提高了几乎两倍，从而增加了13,771个短裤，达到总计30,023份合同。这标志着自4月24日以来最大的看跌地位。投机者还将其在KC HRW的净长位置下降了6,386，至17,106个合同。

中国宣布了新的政府口粮指南，以减轻对大豆的需求

上周五，中国饲料行业协会批准了牲畜饲料的新标准。该指南要求养猪饲料中的蛋白质减少1.5％，而鸡的蛋白质则减少了1％，以减少对肥皂的需求。新标准旨在将中国大豆需求减少14 mMT或近13％。与美国的贸易战争之后，中国大豆和餐​​食的价格飙升。中国的达利安商品交易所的交易最为积极的索米尔合同上升到每吨474.37美元的历史最高点。交易者的情绪是，这些新标准是可以强制执行的，因为它们目前只是指南，而Soymeal及其替代品的价格将是任何口粮变化的主要驱动力。

出口销售通知

Private exporters reported to the U.S. Department of Agriculture export sales of 120,000 metric tons of soybeans for delivery to unknown destinations during the 2018/2019 marketing year.

天气预报要求在爱荷华州伊奥瓦，伊利诺伊州埃利亚岛上孤立的T-Storms

美国国家气象局呼吁thunderstorms to begin later this night and bring rain until Tuesday afternoon. Some areas could see as much as an inch of rain. The Mississippi River remains flooded in certain areas along the coast of Iowa and Illinois but has been receding. The NWS reports that the water level at Muscatine, IA was 16.2 feet, just above the flood level of 16 feet. W Iowa and E Nebraska have also been dealing with too much moisture and the Missouri River there is flooded as well. However, very little rain is in the 10 day forecast for the area.

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-凯文·麦克纽（Kevin McNew）