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一直在关注$CORN图表，虽然今天我们停留在17.65附近，但潜在的供需叙事，特别是第三季度一些天气担忧的出现，预示着更高的底部。我估计到7月底，我们有大约60%的可能性看到持续突破并守住18.00。这还不是一个确定的交易，但最近的低点似乎得到了防守，任何关于天气头条新闻的重新投机兴趣都可能轻易推动这一上涨。波动范围比预期要窄，但在这些水平积累似乎是合理的，如果下一波上涨到来。如果跌破17.20，我肯定会重新评估看涨偏见。
Interesting take on CORN. Are you factoring in the potential for a larger than expected planted acreage report this week? Could that throw a wrench in the supply-demand narrative, even with the weather concerns?
Ah, the ever-optimistic corn futures. I suppose if we're not betting on a weather-induced price spike, what's even the point of agriculture commodities? Let's just hope the rain doesn't fall where it's supposed to.
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