The Final Bell

Winter doldrums effecting the markets, trade war has no real incentives from China. Crop size & the USDA reports. Basis & its pressure on the elevators. South American Crop.

Arlan Suderman, INTL FC Stone, discusses all three major grains starting with the bushels still in the field as 2019 moves into it's twilight. Suderman also touches on what current diplomatic relations between the US and China looks like currently.

Covering basis & cash…worries about giving up ownership at year’s end. Looking into 2020 & how to market going into the new year. Crop progress report. Ethanol Markets…corn isn’t there so how you move & keep the bottom line. Will South America put pressure on us in 2020. Effects on the dollar for our grain trade.

Another solid week on the cash cattle. Could there be a correction headed our way? Any holiday pressure that might work into. How are cattle weights. Holcomb KS plant to start back up this week. How do you think the market react? Funds are long. Some red flags popping up. Hogs…way to cheap but China is playing a role in that. 10% of corn crop still in the field. Basis in corn market. China on agai...

Markets closed early on Friday for the Thanksgiving holiday. This year’s crop outcome-what will be harvested is about there-this could move the markets higher as reality sets in that all the crop won’t be out before 2020. How will this change the basis? Cash will win in the end. South American production-any issues heading into December. December 15th deadline looming with China-will they just con...

Lower close headed into the holiday. Winter weather slows harvest once again & what are the implications. South American weather & crop update. Driest soybean in the past 4 decades but the crops look great. Trade talks, USMCA-8 days left on the schedule. If there is a will there is a way. China talks. Strong cash basis for corn & beans-some post-harvest feels. 124 million bushels of corn in NE…a l...

How do the corn and soybean markets currently look? Is the slow harvest pace having an impact on the markets? Does the market care if a Trade deal is done with China Do you think a trade deal with China will get done before the next round of Tariffs on December 15th? What do you hear coming out of the BRICS meeting a couple of weeks ago in Brazil? How does South American Weather look? How does cor...

Darin Fessler, Lakefront Futures and Options, dives into the grain trade with opening discussion on the current Chicago wheat bull. Then Fessler looks at how the recent Hong Kong elections may put pressure on China to work on the Phase One Trade Deal with the US. Fessler ends with a look at how USDA is currently calculating feed use in the US.

Lower corn & beans for a Friday. Pre-holiday works going on. Look at the basis in the country. Ethanol is making some profits. Dry down late harvest issues. Export markets for both grain & livestock. Feeder cattle lead the way lower. Boxes took a drop which didn’t help the market.

Corn continues to see slop progress in harvest with over 3 billion bushels still out. Beans have been in a difficult spot, many still question the USDA reports. Hong Kong-is this causing a slow down in getting a trade agreement in place. South America supplies are running small. Cattle futures see a lower trade & ASF spread & the market effects.

Hong Kong, Bill in the Senate…how does that effect China Trade. Talks 3 b corn is still in the field, South American weather helping the crops. USDA to continue crop progress reports into the near future. Spread of ASF continues in China & beyond. The need for food to feed those in China

Nice to have green on the screen even with bad trade news. Weekly crop progress report. Kansas Wheat condition. the corn market analysis going into next week & beyond. Lower U.S. dollar, Global plantings. Propane shortages continue with the need for harvest dry down. Thoughts of exports. Cattle is hitting some lofty levels. Holiday pressure begins.

P.J. Conradt, Tredas, talks a mixed grain market with wheat higher corn and soybeans lower. Conradt looks at how current supply demand fundamentals play into market action. Conradt also discusses how the current market may impact the 2020 growing season and farmers planting choices. Finally the conversation turns to what options are available to farmers in their marketing plan.

 How did the corn and soybean markets do for the week?  Does the market care if a Trade deal is done with China? a.       Yes Initially. b.       Depends on the deal after the initial move. Do you think a trade deal with China will get done in the next month?  Did your opinion on the market change after the crop? What will the market be watching going forward? a.       South American Weather b.   ...

Are the talks with China falling apart. Media play game? USMCA seems positive. Ethanol production 7th week higher…stocks lower. Brazil tariff quota for wheat. China & U.S. Poultry, ASF…

Markets giving back all the gains. Is China dead South America waiting to pounce. Tyson announcing earnings…Holcomb KS plant coming back on line, heavy weight cattle. Dean Foods & chapter 11

Turn Around Tuesday-sort of. Market deals with outside market pressure from lack of talks from China. Pushes coming to D.C. to move forward with USMCA. Harvest delays, planting progress in South America. Cattle market could continue to move higher in the weeks ahead. Worries of heavier cattle coming to market. Hogs have seen some struggles.

Cattle market makes another day of new highs except for December. Will this strong trade continue? Firmer cash market last week. Rumors we might see the Holcomb KS plant open earlier. Average weights are above a year ago. Lower grain markets. Year ago today March Corn 2nd largest crop…but still at the same price today. How much did the USDA WASDE glitch effect the markets?

WASDE report. How valid were some of the results in Re-surveying North & South Dakota Harvest weather going into next week. Open interest in the cattle-could we see some buying & is there in a top going in. Planting progress in South America.

New lows in the corn on a Thursday as markets set up for the Friday WASDE Report. China continues to play a role in the markets both on the soybean & hog side of the trade. Demand for corn isn't good, cattle crazy with export increases on the way.

Weather trying to help the last of the harvest…colder temperatures moving in will solidify fields. Lower corn & soybeans. Is the China Phase one being pushed off till December? Odds are stronger it will be completed in 2019. Friday WASDE report. Brazil to get good rains. Propane shortages? ASF-China has reopened the door to Canadian hogs & purchases from Europe-needing meat.

WASDE Report, lower grain numbers, yield potentials for corn & beans. Politics moving into push on trade & USMCA. hogs from down from their limit up trade.

Is markets getting sick of the China situation. Beans still see some strong demand & fresh Brazilian planting. Is Brazil working to take away more markets from the United States? Cattle market is setting up for some volatility in the markets. Hogs undervalued on a global sector.

Weather in South America. WASDE report a week away. How will markets go heading into next week. China another hold. Basis harvest pressure heading into the weekend. Could a soften be happening. What we are seeing in the dollar trade & its effects on the grain & livestock market. Class 3 milk prices have had some excitement this week. Vertical move higher in cattle market. Beef packer margins conti...

What are the current factors that the market is watching currently? Corn and soybean yields Harvest weather South American Weather Chinese Trade Talks Corn Demand 2020 Marketing decisions on seed purchases