@sdelsad/commodity-desk-daily 1.0.10 → 1.0.11

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Files changed (3) hide show
  1. package/covered.md +1 -1
  2. package/feed.xml +2 -2
  3. package/package.json +1 -1
package/covered.md CHANGED
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  Running log. Read before writing a new episode: avoid repeating material, and only make callbacks to episodes listed here.
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- - **Ep 1** (Tue) — *The Units and the Language of the Desk*: Units: bushel as volume (60 lb wheat/soybeans, 56 lb corn), tonne conversions, cents per bushel, 5000 bu lot, quarter-cent tick, Matif euros per tonne, cwt, short ton vs metric tonne. Quoting grammar: differentials (plus eighty-five) vs flat price, prompt vs deferred, month codes H K N U Z. Desk verbs: bid, offer, hit, lift, done, workable, indication, washout. Quantity language: 5 percent more or less, laycan. Three desk dialogues. Pulse: Dec corn 4.65, Nov beans 11.82, Sep wheat 6.51, Black Sea disruption lifting wheat, Midwest rain weighing on corn and beans, WASDE and Crop Production on Wednesday with trade looking for corn yield 182.4 and soybeans 52.9 (named the report and why it matters, kept brief).
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+ - **Ep 1** (Mon) — *The Units and the Language of the Desk*: Units and quoting grammar; three desk dialogues; see glossary. Pulse: Dec corn 4.65, Nov beans 11.82, Sep wheat 6.51; Black Sea lifting wheat; Midwest rain weighing on corn/beans; WASDE Wednesday named with trade expectations 182.4 corn / 52.9 beans.
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  - **Ep 2** (Tue) — *Flat Price vs Basis*: Flat price vs basis: cash = futures + basis; quoting 'November plus 80'; desk kills flat price via hedge; long the basis (physical + short futures) vs short the basis (sold unowned + long futures placeholder, crusher example); basis moved by freight, quality, congestion, urgency, farmer selling; basis risk as the chosen, analyzable risk. Vocab: flat price, cash price, differential, plus eighty, hedged position, long/short the basis, basis risk. Example: 66,000 t Santos cargo at Nov +80 — board - hedged to zero (~.4M each way) vs +10c basis = ~40k kept.
package/feed.xml CHANGED
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  </image>
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  <item>
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  <title>Ep 1 — The Units and the Language of the Desk</title>
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- <description>Bushels, lots, ticks and hundredweights — the units a trading floor actually uses, and why they are what they are. Then the grammar of a quote: why physical cargoes trade as a differential to a futures month, and what bid, offer, hit, lift, done and workable really mean.</description>
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+ <description>Bushels, lots, ticks and hundredweights — the units a trading floor actually uses, and why they are what they are. Then the grammar of a quote: why physical cargoes trade as a differential to a futures month, and what bid, offer, hit, lift, done and workable really mean. Three desk dialogues.</description>
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  <enclosure url="https://storage.googleapis.com/podcast-audio-2647223968/commodity-desk-daily/ep01.mp3" length="4739372" type="audio/mpeg"/>
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  <guid>https://storage.googleapis.com/podcast-audio-2647223968/commodity-desk-daily/ep01.mp3</guid>
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- <pubDate>Tue, 11 Aug 2026 05:00:00 GMT</pubDate>
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+ <pubDate>Mon, 10 Aug 2026 05:00:00 GMT</pubDate>
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  <itunes:duration>394</itunes:duration>
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  </item>
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  <item>
package/package.json CHANGED
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  {
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  "name": "@sdelsad/commodity-desk-daily",
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- "version": "1.0.10",
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+ "version": "1.0.11",
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  "description": "Commodity Desk Daily - Ep 1: The Units and the Language of the Desk",
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  "license": "CC-BY-4.0",
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  "keywords": [