The Final Bell

10-29-20 Funds risk off Planting is slower in South America Rains in the plains but drought monitor shows dryness continuing Report out next week-talking acres for 2021 Demand vs. risk Any concerns for livestock as more communities pull back

10-28-20 • WHY are grains selling off? • Is it fundamentals or money flow? • Cattle go higher • COVID concerns

10-27-20 • Soybeans saw a quiet trade day & ran out of gas by the close • Will December be able to get to the contract high this week? • Elections still having a hold on the markets • Movement of grain on the rivers • No export announcements • Cattle trade & struggles

10-26-20 • Could there be an increase of dairy cows into the beef market? • Soybeans…a positive feedback loop • Corn has another day of struggles • Dry weather patterns to those in the south, wetter to the north • Look at the cattle on feed report from Friday

10-23-20 • The spreads on the markets • No carry in the market • Basis around the country has been interesting • China & its effects on the markets • Move we saw in cattle this week…what does the chart have to say

10-22-20 Did Thursday's Price action tell us anything? Row crops vs. livestock Debate tonight...how does that set the tone for trade tonight/into tomorrow? Has markets noted weather delays? US & South American Weather Wheat weather issues Struggle continues again with the cattle market Even hogs saw some lower trade.

10-21-20 • Cash market weakness coming out of the north • Are the cattle to big? • What is behind the strength in the soybeans • Will soybean prices continue to grow? • Why are corn prices going up? • Wheat continues to see dryness global • Sum it up its weather & China • Ethanol report out on Wednesday saw production tick lower • Not endorsing one candidate over the other how does Nov 4th play in...

10-20-20 • Continuation of the status quo • Many wondering where the stock is in China • Will their buying keep up in the short term? • Harvest progress is moving along quickly • South America forecast is getting better • Black Sea region is still tough • Basis in the country • Is the down trend in the cattle going to turn around? • How is cash holding up? • COF on Friday

10-19-20 • Wheat is the most confusing market right now • Light buyer support for soybeans • Dry weather concerns • Corn isn’t really expensive…yet beans have some good value • Cattle had some struggles in the trade, falling off the cliff today • Make sure you remember what kind of year this is-does that set the stage for 2021 • Does the downtrend in cattle set the tone for cash this week?

10-14-20 • Fundamental news is bullish • Funds position on the December cattle-risk off attitude • Election still has a “hold” on the markets • Why are cash bids so low? • Is the stock market worried about the election? • Seeing a decline in the grade…does that mean we are getting current? • How are weights? • Fund liquidation vs. good fundamentals • Hogs…continue to have export news to China • Te...

1-13-20 • Warm dry weather could cause some concerns • Market is tenuous at the moment • Election and the effects on the markets. • Could the basis see some pressure this week? • Grain prices & livestock

10-9-20 • WASDE report • Weather in the U.S. & South America • Chinese purchases overnight • Report did more for corn then for beans • Hurricane Delta • Hold beans/corn • Is there a worry that producers sold to soon on the grain? • Weather pattern change to the dryer side

10-8-20 • WASDE Report due out tomorrow • Very dry conditions in Brazil • Wheat pays attention to dryness in the U.S. • A lot of volatility in the trade

10-7-20 • Wheat up big again • All the grains up again • How can we interrupt negative numbers on the deferred contracts? • All of this related to weather globally • We are looking at potential serious weather issues • China, even on holiday, jumped into the markets to make purchases • Does China panic in weather markets both here & in South America • Feeder cattle continue to struggle

10-6-20 • Key technical points on the corn & soybeans • Who will be the next big bean buyer? • Funds are they going to be long? • WASDE on Friday…how does that effect livestock? • Feeder cattle index has had a history of putting in a top in the beginning of October • What should we do with the calves? Do we hold & wait? • Cattle have been stuck in a range-does that make a boring trade? • Boxed bee...

10-5-20 • Chance for more rain in South America…really not a make or break • WASDE report out on Friday • Crop Progress report • Export sales holding strong • Ethanol has some support taking place • Dollar trade & grains • Cash cattle is hanging in there • Lack of momentum in the feeder cattle • Seeing a lot of cattle coming off grass • Hogs keep pushing to the upside

10-2-20 • Recap the corn and soybean markets for the week. • Why have the markets been so volatile this week? • Did you see any surprises from the quarterly stocks report? • Do you think the smaller stocks were because of more demand or smaller crop? • Is there a way to forecast possible prices based on the information from the quarterly stock’s numbers? • What are possible corn and soybean prices...

10-1-20 • Exporting ethanol to Brazil…now they are trying to get plants started up • Circle the wagon on the USDA report of Wednesday • Weather in South America & Russia dry patterns picking up • What are the yields looking like? • October 9th crop report • Will China keep buying? Alliances in South America • Livestock showing tighter numbers on cattle • Asia buying in October for the holidays wil...

9-30-20 There was plenty to talk about coming off of the USDA report that sent corn, soybeans, and wheat sharply higher but also threw a wrench in cattle trade. Arlan is keeping an eye on weather in both South America and the Black Sea Region. He also breaks down cash trade in cattle and why hogs are still trying to sort out their latest report almost a week later.

Arlan Suderman of StoneX joined us for Wednesday's Fontanelle Final Bell. There was plenty to talk about coming off of the USDA report that sent corn, soybeans, and wheat sharply higher but also threw a wrench in cattle trade. Arlan is keeping an eye on weather in both South America and the Black Sea Region. He also breaks down cash trade in cattle and why hogs are still trying to sort out their l...

9-29-20 • Quarterly grain stocks report out on Wednesday • Yields are coming in better than expected • What do we do with grain coming off the combine? • China is set to go on holiday • Hogs went up fast • Cattle on feed report…chance for more cattle to come off grass faster? • Is some of the markets preparing for what can be said in tonight’s debate? • Nervousness over the next 6-8 weeks • Contro...

9-28-20 • Officially entered the pre-election madness which will bring market volatility • We will get more wait & see to sell until this is all over • We are moving into the core weather worry for South America • Winter wheat issues in Russia…any issues here in the states? They are #1 exporter • Dairy update-there is some worries about post-election • Cattle on Feed Report-reaction • Hogs & Pigs...

9-25-20 • We can start out with a brief market recap. • Why were the corn and soybean markets down so much this week? • What impact are the funds having on the markets at this time? • How does the weather look in South America? • What Impact do you think the La Nina will have on South American Production? • How is the harvest progress? • What are the yields like so far? • What will the corn and so...

9-24-20 • Right in the middle of soybean harvest • Export information on corn & beans • South America...where are they at with their crops • Quarterly stocks report...how does that affect the markets & compare to the October WASDE • US Weather & harvest

• Should the market have seen the drop in the trade? • China’s purchases are starting to focus on the new year…does that mean they are working towards South American purchases? • Dryness in the black sea • Freeze in Argentina’s wheat belt this past week • Quarterly Hogs & Pigs • COF report on Friday