Pre-Report 11-12-25 trades

With no government data for the last 40 +/- days, Friday’s report could surprise the market. Our expectation is that the report will be a copy and paste situation from the last report and not give the market much new, good data. However, you never know. We are looking at:

1. Cheap puts (5c or less) in beans and corn

2. Ratio call spreads in corn and beans for about 5 cents or less and margin about $600/contract

3. Selling short dated Dec 26 options and buying full dated Dec 26 puts

Here’s a better explanation in the video below. Give us a call with specific questions. There’s no one size fits all recommendation. We work with you to make sure your hedge needs are covered first and foremost, and find the right trade that fits your risk profile. This video is for information purposes only and is not financial advice, as specific trade recommendations are unique to each producer.

Market update 11-12-25 - Pre Report Analysis