The Final Bell

10-28-22 • Market wanted to move in the soybeans • Chinese economy • Mississippi river • First 20 days in November

10-27-22 *Why are the corn and soybean basis levels so strong? *Do you think the basis levels continue to improve? *How is ethanol demand doing? *What did the weekly export sales look like? *Rumors of a record low wheat rating Monday, will the jump the market or is it known? *How is the Mississippi River situation doing? *What will it take to move the corn and soybeans markets higher from higher?

10-26-22 • Low water on the Mississippi • Good soaking rains in OK/KS/MO • Winter wheat belt • Economy and money flow into the markets • Zimbabwe’s focus on wheat • 20th Congress of China & what is next for Ag • Argentina & Brazil weather

10-25-22 • Hesitant tones in the livestock sector • Higher cash being asked for • Boxed beef also takes a jump • Not enough cattle to go around • Feedstuff concerns down into the south • Bullish thoughts on the hogs • Dollar & the grains

10-24-22 • Went into the midday with lower numbers • Just not a lot of news out there • Weak basis • South American crops • Can livestock take advantage of lower grains? • Higher livestock on a Monday

10-21-22 • Cattle have had a run this week • Hogs have had an uptick as well • A yo yo type of livestock trade • Dollar drops • Reversal in the stocks • Elections looming • Export opportunities • Short term change headed our way

10-20-22 • How long have we been waiting for futures to react? • Cash driven market but shouldn’t be the opposite? • Cattle on Feed report out tomorrow • Welcome rally in the hogs • Export data is helpful for hogs • Production coming is down the road • Should we be worried about Feb/April • Higher grains • Corn has found its range

10-19-22 *Why are the markets so choppy? *What are the most important factors the market is now focusing on.? *What impact is Ukraine having on the markets? *Is South American weather much of a concern? *What does corn demand for ethanol look like? *How concerned should we be about the low water levels on the Mississippi?

10-18-22 • Beans take a drop • Not a lot of news moving about right now • Russia Ukraine adds to the wheat • Outside market influence on the grains • Dry weather in the Kansas winter wheat growing areas • Cattle market came back strong on a Tuesday • COF report due out on Friday

10-17-22 A lot of short covering this week · Drought in the central plains · Cattle on Feed on Friday · Weekly export numbers · Regional basis starting to improve · Competing with Brazil

10-14-22 *How would you describe the market action this last week? *What adjustments do you think there will be in future WASDE reports? *Would you say the market is more focused on Supply or demand at this point? *What does corn exports look like? *Are you concerned about corn ethanol demand? *What does the soybean demand look like to you? *What do we need to see for news to keep the corn and soy...

10-13-22 • Post inflation reports with CPI • Post WASDE • Rail strike talks

10-12-22 • WASDE Report • Ongoing headline risks with Ukraine • South American weather update • Chine & their economy • River barge rates • Firmer cash on the cattle-pressure for higher numbers

10-11-22 • Outlook for Wednesday report • Harvest pressure continues • World pressure • Cattle take advantage of corn drop

10-10-22 • Volatility continues • Was escalation • Dryer forecast still an issue for winter wheat • Harvest theme with variable results • WASDE report on Wednesday • Mississippi River barge issues • Lower cattle trade • No surprise for feeders with higher corn

10-7-22 *Volatility is the key word on this weeks trading *Dollar trade *Wheat complex flopping all over on Russia & weather news *Movement in the dairy trade

10-6-22 • Poor export sales • Ukraine & South America undercutting our prices? • China buying beans from Argentina & Brazil • Mississippi River struggles continue • Feeders saw a disappointing day

10-5-22 • Drop in the beans today • South American weather • Basis • Barge traffic on the Mississippi • Weekly export numbers • Dryness in the plains

10-4-22 • Macro move higher in the trade today • Wheat negative plays • Dead cat bounce • Unemployment numbers on Friday • Will FEDS weaken? • Global pressure to soften • Dollar weaking • Hogs & cattle can they go any lower?

10-3-22 • Grains were higher minus Chicago wheat • Some follow through after last week’s report • Outlook for the week • Harvest pressure • Harvest basis pressure

9-30-22 • Any surprises in the Quarterly stocks report today? • What do the corn and soybean stock numbers mean for adjustment to last year’s yields? • Do you think corn and soybean yields will go higher or lower in future crop reports? • Is it time to roll your future hedges or HTA contracts? • What should be done with unsold corn and soybeans that have to go to town? • Should unsold bushels stor...

9-29-22 • NASS Quarterly Stocks • Massive spreads on corn & beans • Wheat goes opposite of Wednesday • Russia wheat purchase • Russia annex • Headline risk weekend headed our way • Basis watching across the scale

9-28-22 • Hurricane path & ag • Ukraine • Barge freight • Brazil growing • Political strain in China

9-27-22 • Livestock topping out on the charts • Recession fears • Top on Hogs? • Supply issues • Corn, Beans & Wheat chop back & forth • Stock reports/WASDE • Russia/Ukraine • Macro head winds • Not a lot of rallies in the stock market • Argentina is dry

9-23-22 *Sell-off before the weekend *Stock market and USD influence *Corn technical signals *Cattle slide into October *Hogs a plenty