Market Talk

Corn is higher while soybeans are under pressure on Monday. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss the early week headline news and more that is impacting the market trade.

President Trump's Truth Social announcement allowing up to 300,000 metric tons of product for ground beef to be imported tariff-free over the next 90 days sent cattle futures sharply lower Friday morning. We dive into this news and the impact on the markets with Scott Varilek from Kooima Kooima Varilek in Segment Two followed by reaction and a conversation with Senator Mike Rounds (R-SD) in Segmen...

ONLINE EXCLUSIVE: This conversation is available exclusively here on Market Talk's digital channels. Grain markets have rallied hard over the past two weeks, and Nick Lawrence of TraderPHD joins Market Talk to break down what's really behind the move. Nick walks through why USDA's August WASDE yield cut caught more analysts off guard than expected, how this year's crop tour largely confirmed the s...

President Trump announced on Friday that he has reached a deal to lower beef prices for consumers and that news has sent volatility into the cattle markets. Arlan Suderman with StoneX joins us to discuss that, a quiet Friday in the grain markets and more in our Market Talk Midday Commentary.

Corn posted new contract highs this week on its continued rally and Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk to break down what's driving it. Bryan walks through tightening carryout numbers following a disappointing Pro Farmer Crop Tour showing in Illinois, why end users haven't fully chased the market yet, and how Black Sea shipping uncertainty is putting a...

Markets are mixed at midday Thursday as we continue to try and rally in the grain complex this week. Arlan Suderman with StoneX joins us to discuss the rally, the. tightening balance sheets, Treasury buybacks and more.

Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down a grain market that's starting to echo 2022. He and host Jesse Allen dig into the Midwest crop tour's surprising soybean pod count data out of Indiana and Nebraska, a near-total collapse in Black Sea grain shipping capacity, why Paris corn futures are the chart to watch, and what a razor-thin global stocks-to-use ratio means...

Grains are rallying again on Wednesday while livestock are showing pressure, particularly in cattle. Arlan Suderman with StoneX joined us to discuss in our Market Talk Midday Commentary for Wednesday, August 19th, 2026.

On today's show, Matt Bennett of AgMarket.net joins Market Talk to break down a mixed Tuesday session in the grains, why the corn market seems to want proof before it rallies despite a tightening balance sheet, and what's ahead for acreage, fertilizer decisions, and the cattle market following recent beef plant news. Find more online at https://www.agmarket.net . We also begin with news headlines...

On Monday's episode of Market Talk, Mike Minor of Professional Ag Marketing kicks things off to unpack Monday's soybean-led rally, driven by strong export inspections and continued Chinese buying for the new crop. Plus: cattle and hogs continue to digest the Tyson plant closure news, and Mike shares what he's watching on basis heading into harvest. In Segment Two, we get a look at the weather fore...

Soybeans were the star at midday on Monday while the rest of the markets were mixed. Arlan Suderman with StoneX joined us for our Midday Commentary on Monday, August 17th, 2026.

Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk on Friday to break down a rough end of the week in the cattle complex after Tyson Foods announced it is closing two beef facilities, including the Joslin, Illinois plant, and looking to sell a third. Joe explains why this round of consolidation does not feel like the last two, what the loss of open interest is telling him...

Wheat is rallying on more Black Sea tensions while the cattle complex is under pressure Friday from the news of Tyson Foods closing facilities in Illinois and Utah. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Friday, August 14th, 2026.

Corn carryout is narrowing on both old crop and new crop and the resulting stocks-to-use figure is the tightest in four years. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk the day after the August WASDE to break down a 180.7 bushel national corn yield, the wide gap between the I-states and a drought-stressed western Corn Belt, and why he thinks 2027 sets up as a...

More Black Sea headlines, continued reaction to the August WASDE Report and a down day in livestock are all top of mind in Thursday's trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the market trade, new PPI data and more in our Market Talk Midday Commentary.

Mike Zuzolo of Global Commodity Analytics joins Jesse Allen on Market Talk for a full breakdown of the August 2026 WASDE and Crop Production reports. USDA pegged corn yield at 180.7 bushels per acre and soybeans at 52.7, both under the average trade estimate, while adding more than a million acres of harvested area to each crop. Zuzolo's own client survey, released the night before, had corn at 18...

Corn and soybean yields came in a bit lower than analyst expectations while harvested area for both crops came in higher according to USDA's August World Agricultural Supply and Demand Estimates report out on Wednesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and reaction in our Midday Commentary.

Soybeans and wheat led the grains lower Tuesday as traders squared up positions ahead of Wednesday's August WASDE report, while corn held within a penny and cattle and hogs finished mixed. Jacob Burks of AgMarket.net joins Jesse to recap the trade — from the corn yield debate (188 last year vs. an expected ~182 this year) and a wet August forecast weighing on beans, to China's soybean purchase pac...

Markets were mixed to lower at midday Tuesday as it appeared traders were positioning ahead of the August WASDE Report out on Wednesday from USDA. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

On Monday's show, we talk weather for the week ahead with Eric Snodgrass from Nutrien Ag Solutions followed by a recap of last week's Professional Ag Marketing annual crop tour and a look at the markets with Mike Minor. Then, we talk market action and get perspective on yield estimates, weather, risk management and more with John Heinberg from Total Farm Marketing to close the show.

On Friday's Market Talk, we start the show with Mike Castle, senior commodities economist at StoneX, to break down a rebound in grains to close out the first week of August. Mike explains why the wheat rally tied to Black Sea escalation between Russia and Ukraine has more room to run. He also details a massive week of new-crop soybean flash sales to China and shares a look at the fertilizer comple...

On Thursday we saw corn and soybeans quietly higher, wheat, cattle, and hogs all lower. We start the show in Segment One with analysis from our Midday Commentary with Mike Castle, Senior Commodities Economist at StoneX. Then, it's a new episode of Cattle Chatter with Susan Littlefield as she talks with Brad Kooima from Kooima Kooima Varilek, who breaks down the ongoing volatility, including the la...

Grain markets stayed mixed and quiet on Wednesday, with corn and beans slipping while wheat found a bid. DuWayne Bosse of Bolt Marketing joins Market Talk to dig into what's driving the action heading into harvest season — starting with the "great yield debate" now underway between analyst estimates and on-the-ground crop conditions across Iowa, Illinois, North Dakota, and South Dakota. He also co...

We saw the grain markets under pressure on Tuesday with soybeans as the downside leader while cattle rallied let session led by the feeder complex. Could we be finding a bottom in the cattle trade to start August? That's one of many topics we cover with Brian Splitt from AgMarket.net on today's show. In Segment One, we also listen back to our Midday Commentary with Katy Doumit from StoneX who has...

On Monday's show, we talk markets with Mike Minor from Professional Ag Marketing in Segment One followed by weather with Eric Snodgrass in Segment Two. Then we get analysis and perspective from John Heinberg with Total Farm Marketing later in the show.