The Final Bell

8-23-23  China booking beans  Drop in the dollar  Crop tour underway-tour routes  Corn demand story  Outlook for South American growing season  Black Sea region heating up again

8-22-23  Lower grains  Hot dry weather to finish stuff off  Crops like Swiss cheese  Weekly crop progress  Demand for crops this fall  Is U.S. beans pricing themselves out of the market?  Heat effecting markets in anyway?  Waiting on cash?

8-21-23  Pro Farmer Tour is underway  Cattle on Feed  Financial Times & Black Sea Region  China imports-  China’s property sector

8-18-23 - Wheat spikes higher - Soybeans supported - Corn slides into the weekend - Technicals showing upside - Weather, Black Sea and Crop Tour - Clean sweep higher in livestock

8-17-23  Models are getting hotter  Chinese demand with current financial issues  First close above the 5-day moving average for corn  Competitiveness underway in the markets  Pro-Farmer next week  Cattle sees some pullbacks  Mixed bag on data with dollar

8-16-23  Another Russian attack what will happen next  China & the economy  Brazil beans cheaper then U.S. beans  Hot & dry  Stock market & ag

8-15-23 1. Why are we seeing the weakness in corn, soybeans, and wheat today? 2. How did the NOPA crush numbers look? 3. What stood out to you from the crop progress numbers from yesterday? 4. How is the Safrinha corn harvest progressing? 5. What does the Brazilian weather look like going forward? 6. What do you think carry will do going forward?

8-14-23  Macro news China/Russia & Argentina  Funds vs. the fundamentals  WASDE with Livestock & ethanol  Weather market not dead yet  Will be feeders be topping?  Tunnel vision for the wheat

8-11-23  USDA report day  Moving forward  Profit taking on the cattle

8-10-23  Friday report-outlook  Weather continues to be a focus  Improvement in exports  Russia/Ukraine  Charts due for a bounce  Another decent performance on the cattle market  Boxed beef is the low there?  Holiday prep for markets continues

8-9-23  Prep ahead of Friday’s report  Inflation data out tomorrow  What is Wall Street’s thoughts?  How is that a grain impact?  China’s economy & crop production they are in deflation

8-8-23  Turn around on the grains  Mixed to lower wheat  Running out of sellers ahead of Friday  Solid rains over the weekend  Higher dollar  Is wheat calling wolf?  Report outlook for Friday  Lower cattle-wait on cash?  Is their support coming for pork cutouts?

8-7-23  What is going on in the lower beans?  Wheat market and overall trade  Friday’s report  Some much-needed rains in IA  A drop in the cattle trade

8-4-23  Sell signals in hogs?  Negativity on the meat trade due to CA  Happy with the cash cattle market?  What do you see as the S&D pic for live cattle  Weather is grain market focus  Funds want to push sell orders  Export business  Are we getting desensitized to Russia/Ukraine

8-3-23  Nervous about the slide  Saw a bounce in beans  Russia attacks on export infrastructure  Early yield estimates ahead of next Friday’s report  Quieter tone with livestock  Cattle benefits from down corn

8-2-23  Macro kind of a trading day  Ridge running storms will be watched  Risk off trading day  Bullish stories in grain & livestock  U.S. credit-vulnerability is here  Ukraine port bombing  StoneX Brazil numbers

8-1-23 Recap of rally in corn Where did we fail & why What to look for in next week's Friday's report Buy the beans-different balance sheet than the corn Good boxed beef Good day for fats & feeders

7-31-23  Lower grains-its that time of year  Hard to get a rally  Weather turns itself around  Export numbers a nice surprise  Fats mixed while live cattle lower

7-28-23  Grains had a crazy ride  Heat & pod fill  Stronger livestock on a Friday  If corn keeps dropping feeders could rise next week  Cattle market rose

7-27-23  Rally on Wall Street  Bombing of ports-Black Sea Region  Hot dry conditions & heat issues for crops  Hail in Minnesota & Wisconsin  Hesitation in cattle  Waiting on the cash

7-26-23 *Inflation is the word of the day *Wheat market reacts to volatility *Good reasons for beans trading like they are today *No demand story for corn or wheat *Feed usage for livestock *Heat hitting cattle *Prop 12 weighs in still

7-25-23 *What do you see as the main drivers in the market at this time? *What would happen if Ukraine isn’t able to ship anything out of the country? *How did the crop condition rating look to you? *What do you think the rating will do next Monday? *How does the soil moisture look to you *Anything on the demand side that is standing out to you?

7-24-23  Geopolitics in our markets  Rice is an important market to talk about  Energy markets & fertilizer  South American prospects for the crop cycle  Major turn in dairy with limit up action

7-21-23  Grain markets which direction?  Weather good, demand, crop outlook  Unrest in Ukraine/Russia  Global unrest  Profit taking  Cluster storms  Crop size-crap shoot at the moment  Energy prices  Is there a top in the livestock?  Big reversal on the 12th of July

7-20-23  Weather dominates  Black Sea region still an issue  Need to respect these markets right now  Weekly export numbers  Basis movement  Lower cattle-even with lower corn