Here's a quick recap of this week's work for paid subscribers.
If you're on the free list or just subscribed, here's what you missed — and how to get the full analysis next time.
This week's posts
The durum call is playing out. Charts in Canada, the US and Europe all point the same direction, and the rally probability still outweighs the downside risk. Growers who need cash were pointed toward other liquidity options rather than pricing durum at current levels.
Content tag: Durum
Canadian and US bond yields are climbing across the curve, with several maturities pushing toward multi-decade monthly closing highs. The Canadian 5-year — the one that drives five-year loan rates — is tracking toward its highest monthly close since April 2024. Borrowing costs are under upward pressure; savers are finally getting paid.
Content tag: Interest Rates
The explainer video for the 2025 Iowa Farmland Value Study is live — technical analysis applied to land values, flagging a potential market top. The 2025 Saskatchewan and Alberta studies are coming in the weeks ahead.
Content tag: Farmland
Durum, rates, land. Three markets, one week.
If you want the actual levels and strategy behind each of these calls, upgrade to paid.
