The Final Bell

7-18-22 • Middle of the road session • Weather is on the forefront of everyone’s mind • Nebraska is in the bullseye • Will they be the needle mover? • Cow/heifer sales continue to move upward • Positives in the next few months

7-15-22 • Energy Markets • Fundamentals of corn & beans • Macros in the trade • Weather • Trade with China that didn’t happen

7-13-22 **Re-post** • Inflation • Commodities react to this information • Weather • Close to agreement on Ukraine ports • Cash feeders are on fire • Fats are struggling • USDA talks beef production

7-14-22 *How would you describe the market action in the corn and soybean markets? *Were there any surprises from the WASDE report earlier this week? *Is our corn export demand holding up okay? *What does ethanol production look like? *How does our soybean export demand look? *What does the US weather look like to You?

7-12-22 • Crude is down • Cotton limit down • Recession • WASDE wasn’t a big player • Are cattle ready to break out? • Protein Export numbers • China trade in general

7-8-22 • Bullish relief in the grains finally • Weather & rain in the ECB • Long term weather forecast • Fears of outside markets hasn’t gone away • Market is getting a reminder of Ukraine problems • Tuesday’s WASDE Report

7-6-22 • Recession fears • Crop conditions • Yesterday’s storms in the corn belt • Cattle & hog spreads

7-5-22 • Strong weather concerns for corn country • Grains took it hard again today • Better ethanol margins • Post holiday grain trade • Grain prices vs. livestock margins

7-1-22 • Mass selloff in the grains • Very little carryout in the grains • Cattle is it end of month new month positioning • Dryness in the plains does that bring feeders to town earlier? • North stronger than the south • Spillover support? • Drought monitor

6-30-22 *How did the planted acreage survey look to you? *Will there be any additional changes to acres down the road? *How were the planted acreage numbers created? *How were the quarterly stocks numbers created? *What did the quarterly stocks look like to you? *Any surprises overall in the stocks overall? *How do you use the planted acreage numbers and quarterly stocks report numbers? *What affe...

6-29-22 • BIG report out tomorrow-a lot of assumptions • Export trade • Basis • End of month, end of physical quarter • Holiday weekend • Open interest is down • Is it still to pricey to raise hogs in China? • How tight are the numbers in the north?

6-28-22 • Holding pattern until Thursday report • Fundamentals are still the same • Acreage report on Thursday-how much effect? • Milo is being mentioned ahead of report • Is the trade watching the forecast? • Post-harvest for South America • Are we waiting on the cash cattle trade?

6-27-22 • Beans turned-are the bright star for the markets? • Corn & beans in tandem • Acreage report out this week • Don’t go beyond the 10day outlooks • Energy reserves • Positive tone for cattle

6-24-22 • Cotton activity • Beans turn themselves around • Any improvements in weekly export numbers? • Do weekend holidays make the markets nervous? • How does this week’s markets compare to a year ago? • June planted acreage estimates

6-23-22 • Another tough day in the grains • Tax Holiday • Palm oil struggles • Will there be a recession in ag? • Will wheat continue to drop this week? • Why are livestock not reacting to lower grains?

6-22-22 • Beans went down hard • Oils suffer • Corn sees some bull spreads going on • Weather lack of rain heat issues • Energy market pressure-President’s fuel talks • Feds interest rates

6-21-21 • Back from a holiday weekend & wheat had struggles • Delay of export numbers & crop progress • Weather market continues • Grain & Ukraine • Cattle weights with heat • Hog slaughter is down

6-20-22 • Markets closed for Juneteenth • Look at outside market influence on the trade • Paris Wheat-Palm oil • Ukraine grain movement • How does Ukraine work into this fall? • Locking in inputs for the ’23 crop • We had some weakness on Friday on the trade • Weather will be an influence • Stay disciplined in the market • Heat & livestock

6-13-22 • Soybean market struggled today • Can we take the highs out of the trade? • How will heat/humidity effect livestock trade? • Hogs got a reprieve • What’s going on in the cattle market today?

6-10-22 • Quiet a move in the cattle market over the past couple of weeks • What’s on the horizon for cattle that might not be friendly • Friday WASDE report any surprises • Getting those grains locked in • Cattle weights • Consumer weigh in on higher prices

Mike Zuzolo, Global Commodity Analytics, joins the Fontanelle Final Bell on Thursday to discuss the upcoming WASDE report on Friday. Zuzolo also highlights the global supply and demand that is continuing to push commodities higher. Not to be left out China continues to be a critical point for demand for global commodities and price direction.

6-7-22 • WASDE Friday • Energy markets • Crop progress • Ethanol & gas prices • Ukraine/Russia Pressure Turkey/NATO • Cattle Cutouts are starting to rise • Weights are picking up again • Packer profitability • Technical on the cattle • Hogs will have to move higher • Exports for hogs down again

6-8-22 *Corn & beans focusing more on the weather maps *Wheat came along for the ride *Anything new with the talks with Russia *Higher cattle market

6-6-22 • Higher numbers • Wheat market takes a jump coming out of the weekend • Crop conditions will be good in tonight’s report • Weekly Export numbers • South Korea opens up for U.S. pork • Lower drop in cattle market-grain pressure

6-3-22 · Large unwind we have seen on long corn vs. soybeans · What has corn done when looking at the charts · What are some sales thoughts going into summer? · What about the 2023 crop with insurance levels? · Ukraine & Russia talk with grain movements