The Final Bell

2/23/24  Sanctions on Russian & China  Panic trading pattern  Corn dropped below $4  Year round E15 political move?  Dairy movement  Higher cattle trade to finish the week

2/22/24  South American Weather  Rumor in China on bean reserves  Dominos falling in the markets  Wheat flash in the pan  Live cattle were not able to hold green  Cattle on Feed report tomorrow afternoon

2-21-24  South American Weather  Rumor in China on bean reserves  Chatter in Brazil over bean acreage increases  Firmed up late in the day for hogs  Stronger cattle numbers

2/20/22  Wheat being the leader  Fundamentals haven’t really changed  Dollar movement  Corn crop in South America  Weather South America  China is back  Consumer confidence & its effects on cattle  Bullish fundamentals on cattle  Pork exports outstanding

2/16/24  Ag Outlook and the markets  Dollar in the trade  Workings of this market with cheap grains from other countries

2/15/24  Ag outlook numbers  Are soybeans going to go below $11  Average prices for corn/beans/wheat  Livestock section of ag outlook numbers

2-14-24  Beans below $12  Stock numbers  Inflation & interest rates

2-13-24  Consumer Price Index  Spreads in the trade  Lower movement in the beans  Drop in the cattle

2-12-24 *Supply buffers in place *Export numbers are okay *Economics down the pipeline? *Is it our spring that will be any indicators? *Mixed livestock trade *Lower cattle numbers

2-9-24 *What did you think of the Brazilian corn and soybean production adjustments difference between CONAB and USDA? *Why are we continuing to see weakness in the corn market? *Is it too early to start trading concerns on the Safrinha corn crop? *How does the soybean market look to you? *What is it going to take to turn the corn and soybean markets higher?

2-8-24  WASDE  CONAB  Cattle moves  Packers need for more hogs

2-7-24 • US District Court in AZ ruling on dicamba • WASDE • Harvest & planting in Brazil • Report on Twitter that could see a drop in Argentina • Is China’s economy seeing a market boost? • Why lower cattle today?

2-6-24 *How would you best some of the markets at this time? *Is the US Dollar Index having much impact on the corn and soybean markets? *What is the latest on Brazil and Argentina? * How do you think the crop size for corn and soybeans for South America will compare to last year? *When will CONAB give their next update? *What are you expecting to see for changes in the WASDE report on Thursday

2-5-24  Dollar influence  Chinese equity markets  Back & forth in the crude oil  Geo political  Trump talk

2-2-24 *mostly weak grains to end the week. *world weather *influence of the dollar on exports *energy roller coaster *fund activity *keys for trade next week

2-1-24  Export sales  How important is Feb markets going to be?  Cease fire in Israel  Cattle market trade with report

1-31-24  Beans turn around  Mixed corn  Global pressure  What should we be doing right now?

1-30-24  China vacation  Brazilian port strike  Shorts in the grains  Weather factor  Wednesday cattle report  Cash movement  Hogs move higher

1-29-24  How soon are the grains going to stop going down  Which shrinking faster? Demand or supply  Weather in South America  Brazil beans coming to the U.S.  Global geo political  Cattle closed lower-too far too fast?  Wednesday report for cattle

1-26-24  Grain markets seeing money going into feeders  U.S. cannot compete for China’s attention  Some good movement in the hog markets  Cattle trade pushes the positive

1-25-24 *Highest cattle movement *Light commercial buying *Worries of cattle conditions *Cold storage numbers *Drop in corn & beans

1-24-24 *Culling sows in China *Stimulus & China *Soybean prices in Brazil vs. Gulf *USSEC #'s *Harvest & planting in Brazil *Ethanol # *Protein Sector why higher

1-23-24  Day of spreads for the markets  Is market that worried about S.A. weather  Acre numbers for ‘24  Strong livestock  What pushed hogs?

1-22-24  Positive market trade  Acreage numbers  Crop progress in S.A.  China & the economy  China’s exports  COF report market reactions  Consumer confidence & protein purchases

1-19-24  Worried farmers as the market trade unfolds  South American weather has added its pressure  Basis values on corn  Cattle processing & the weather