The Final Bell

10-12-21 • WASDE Report • USDA raised some price projections • Stagnant cash trade • Price of beef in the store can people still afford to it • Pork side of the trade and global markets • Some cash trades today • Big drops in the soybeans

10-11-21 • 12’s changed to 11’s very fast on the beans • Pre-report day feels • Coal prices • China buying pork • Mad cow in Great Britain

10-8-21 • Indecision in the markets • More data coming next week • A lot of lack of follow through in the markets • A lot of outside market influence • Energy markets adding pressure to the grains • Expectations on next week’s report • Dollar influence

10-7-12 • Grains moved higher • Have an October report coming up with some early report estimates • China has been on holiday • Inflationary talk will we see it play out in the grains? • Balance sheets around the world • Some weather concerns in South America • Bright trade with the livestock with green on the screen • China a bigger buyer of beef-appetite is there • Some bullish fundamentals in t...

10-6-21 *Inflation expectations & ag *Updated yield estimates *South America crop update *China and power outages how that could impact soybeans

10-5-21 • Corn closed lower then what was wanted • Soybeans made up some time • Are markets in a downtrend? • What is the conversation with growers? • Store vs. elevator • Next week’s WASDE report • How is South America doing on planting? • Basis for grain? • Is there buyer support in the cattle market?

10-4-21 • Slow Monday • Chinese resolutions team • Harvest is underway • Cyber concerns • Counter party risk when marketing • Next week’s WASDE Report

10-1-21 • Harvest progress • Grain basis holding • Army worms & wheat • Cattle market

9-30-21 *What does the quarterly stocks report tell us? *How is the quarterly stocks report created? *Any surprises from the Quarterly stocks report today? *How did the corn stocks look for Nebraska and Iowa? *Are the soybeans stocks lower than last year in Nebraska and Iowa? *What does the larger soybeans stocks mean for the 2020 soybean crop? *What does the larger corn stocks mean for the 2020 c...

10-29-21 • Weather delays harvest but still a good thing • Quartey grain stocks report out tomorrow • Outside market influence on the trade • Gov’t shutdown? • Fertilizer prices • Elevator vs. ethanol grain bids

9-27-21 Stocks report out on Thursday 2022 corn Harvest continues Marketing off the combine Could the basis get worse in the country? Fertilizer costs Energy costs Hogs have had a good run

9-27-21 • Higher grains • Harvest numbers • USDA Report coming up on Thursday • Will Hurricane Ida be in the report? • Higher numbers in yields to the south • Ethanol vs. natural gas prices • South America planting

9-24-21 • Harvest-progress • Precipitation in the 8-14 day forecast • Change for the week on corn, beans, wheat & oats • Fall basis levels • Seasonality of the markets

9-23-21 • Recovery in prices • Yields • When is the low coming in the markets? • Some export purchases announced • China 2021 vs. 2022 • Cattle struggles

9-22-21 • Commodities lifted higher Evergrand story brings positive news • Reuters tried to kill the markets today with biofuels story • Some bull spreading the markets today • South American Weather • Open harvest weather • Soybean focus • Disease problems in corn • Struggles in cattle buying

9-21-21 *Outside Markets - hangover from Chinese real estate/financial situation *China on holiday.... returns to trade tonight *Early yields/basis - Will Harvest '21 return to more seasonal pattern or repeat '20? *South America/Australia update *Cattle/hogs in opposite situations *Preview Cattle on Feed report

9-20-21 • Chinese slow down • Deflationary movement can be expected this fall • Stocks also got hit hard on a Monday • Harvest underway • Now is time for livestock producers to lock in feed • Cold winter is forecast • Lows for cattle are they there?

9-17-21 • Early morning trade had some struggles • Start of harvest • Some elevators taking higher moisture corn-worried of need? • Basis now through storage season • Gulf clean up continues • Dollar trade • Are we catching our breath? • Will this week’s low hold in cattle? • How is demand headed into fall? • How friendly is the 4th quarter? • Buying light weight calves-issues?

9-16-21 *What are you hearing for harvest progress? *Will we see better or worse corn and soybean yields by the final yield? *Where is the export situation at the Gulf? *Why is old crop corn basis so strong and what do you think it will do going forward? *What do you think will happen to the corn and soybean basis after harvest? *What should be done with unsold bushels corn and soybean bushels tha...

9-15-21 *Harvest Yields already a disappointment *Corn ethanol production *Is the carry in the market telling us anything? *Why higher prices today?

9-14-21 *Fundamentals of the trade *Hurricane clean up with more worries on the way *Oats Knows *How do you market corn & beans if you haven't done so yet? *Fund Positions *Quarterly stocks

9-13-21 • Getting ready for harvest • Gulf export update • Pent up export demand • Final stretch to harvest • Cattle still sees the struggle • Hogs continue the down trek

9-10-21 Grain market reaction to today's report Can we get confidence with this cash cattle market? Bull spreads in the cattle WASDE report does have some meat news Fall run for feeder cattle Herd disbursements

9-8-21 • USDA posts numbers early • How does that set the tone going into Friday’s report? • Is weather much of an issue? • LaNina and getting South America crops planted • Roller coaster cattle market • July export data showed 3rd largest beef export on record

9-7-21 • Tough day all around for the markets • Good weather • Exports • Waiting for Sept. data • Hurricane Ida still holding these markets • Friday’s report-data changes • Bigger private estimates • A cattle push of a week and a half ago has caused for a downfall • BSE in Brazil