The Final Bell

2-14-22 • Russia & Ukraine • Headlines add to the market trade • 2008 & Inflation • Seen a break in the March bean contract-that equals some risk • Bullish feal will it continue • 2012

2-11-22 • Grains see some volatility • A bounce back in the metals • Global effects on the trade • Feed costs

2-10-22 • Slaughter pace is up in cattle • How high could they go • Big swings in the markets • Heifer sales due to dryness • WASDE & beef • Market that can’t go down won’t go down • Volatility all across the board • Crop Insurance

2-9-22 • China in buying • USDA WASDE Report • Where do we go from here? • Weather patterns in Brazil & Argentina • Cuts to China how does that fit in? • Long range weather models for spring/summer

2-8-22 • So many layers in the markets • USDA Report • South American planting & weather • Ukraine issues & the effects on the grain • How high can corn & beans go? • Emotional layers • Weakness in Ethanol

2-7-22 *How are the corn and soybean markets doing today? *How does the weather look in South America? *What is the market expecting for South American Production in the WASDE report on Wednesday, February 9th. *Do you think the South American Production estimates will get smaller going forward? *What is the market expecting for US and World Ending corn and soybean stocks in the WASDE report? *Do...

2-4-22 *How did the markets do for the week? *What are the main factors driving the markets in the short-term? *How does the weather look in South America? *What do South American Soybean Production estimates look like? *When was the last time crude oil prices were this high? *How is corn and soybean demand looking with the higher prices? *What are some factors that the market will start paying mo...

2-3-22 *Markets move lower *Yesterday's corn was a risk off *Is there some macro pressure? *Lack of bullish news on the trade day *China cancellations *First pull back with the beans *Energy is off *Crude is off *Russia is kinda quiet *Weather picture in SA is uneventful

2-2-22 *Updated estimates out of Brazil *Russia/Ukraine conflict *weather in South America *Demand in China

2-1-22 *Soybeans took a jump *Overall big picture *Russia & Ammonium Nitrate *Fertilizer plant fire *Cattle Inventory Report *Bean prices & hogs bottom line

1-31-22 • Divergence in wheat & corn • Hedge some soybeans? • Big cattle report

1-28-22 • Trade that saw markets push towards new highs on the grains • Old Crop & New Crop movement for producers • Basis levels • Ethanol margins deteriorating • Will we see China back in the market stronger? • Higher feed cost concerns for livestock

1-27-22 • Ag markets are all over the place • Geopolitical -confusing best way to describe • Fertilizer concerns • Coffee & Coco markets hit hard • Movement with weather • Cattle trade & meat counter movement

1-26-22 *Moving into higher prices how are corn & beans trading? *What are the main factors driving the markets in the short-term? *How does the weather look in South America? *Have there been any recent surprises out of South American Production? *Why are the markets so concerned about the situation between Russian and Ukraine? *What is behind the strength in crude oil and what impact does that h...

1-25-22 • 6.20 corn • Is higher grain going to take a toll on livestock • Planting reports coming up • South America-what is weather doing to bean prices • Wheat struggles • Is the break there for corn at the best price or will we make new highs? • Retail pushback from a consumer perspective

1-24-22 • Market influence on the cattle • Fundamental issues on the cattle • Reaction to COF • Is there some retail pushback? • Should weights need to be coming down? • What are the market movers needed for the livestock? • Russia/Ukraine

1-21-22 • Soybean market moves • Corn production movement • Dryness continues in the U.S. • Livestock movement

1-20-22 • Soybeans traded higher • Need to finish the wave counts • Bean market is seeing a trifecta • South America-lack of bean selling • China & Trade • Livestock react to grain prices

1-19-22 *Russia/Ukraine *Higher Grain numbers *Wheat market & selling momentum *South America rain effects beans *Corn crop and dry weather in February *Inflation story is back *China & cattle

1-18-22 • Markets back after a 3-day weekend • Russia & Ukraine • U.S. & South American Weather • Not a lot until planting intentions to move the needle • Covid continues how does that effect livestock?

1-17-22 • Trade is closed for the day • What will be coming back with come Tuesday • Weather in South America • Wheat issues continue • Cattle

1-14-22 - summary of the week's trade - moisture in south American weather forecast - influence of crude oil/stock market - update on corn demand - potential wheat business - quick check on the technical - potential support in cattle futures

1-13-22 • WASDE Report • 2023 Contracts-defined pattern in corn • World bean stocks brought down-how compares to privates? • Good news for cattle feeders in the Wednesday report • Planting costs ’21 vs ‘22

1-12-22 • WASDE Report • Any surprises • Inflation numbers • Weather update in South America • Slowdown in packer processing

1-11-22 • Absenteeism at the plants • Brings down lower kill days • Weather is adding to the weights-that is negative • Futures are not trading a big premium to the cash • Big meat appetites for proteins • Big margins steady firm for cash • India to open up for pork • ASF in Italy • Are hogs undervalued? • USDA report out on Wednesday • Friendly corn