Morning Comments 8-13-19

Good morning.

In today’s comments:

  • A very brief look at planted and PP acres…I consider the case closed
  • Guest commentary from Mike Sands w/ more thoughts on the Tyson plant fire and the market’s reaction
  • German ZEW survey
  • UST yields vs. Fed Funds
  • The new Cactus II pipeline in the Permian has officially begun operations

Have a great day.