The Final Bell

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

1-10-22 • Kept some of the rain in the forecast • Warm weather but not as hot as the last weeks hype • Winter wheat crop • Wednesday USDA report • Supreme Court and E15 • Bio fuels in general • Cash cattle & slaughter struggles

1-7-22 *Weather continues to be the water cooler talk *January 12th report *Wheat correction *Spike trade in milk *Temporary spike in class III prices *Packing plant movement

1-6-22 • Fed & interest rates • Feeder cattle fundamentals • Could we see more wheat cattle coming to town earlier? • Sickness at plants

1-5-22 • Brazil team updates soybean & corn crop estimates • Weather in South America • Big cuts in winter wheat crops • December Fed Meeting-big impact on markets • Absentee in the slaughter plants • China & export demand

1-4-22 • Interesting marketing times • USDA report coming up • Weather • Really seeing a two-sided trade • China needs to buy when China needs to buy • Is there COVID concerns on marketing livestock?

12-31-21 *How did the corn and soybean markets perform for the week? *What were the corn and soybean prices one year ago? *How would you describe the current corn and soybean markets? *How does the corn demand for ethanol look? *What do the corn exports look like? *How do the soybean exports look? *What does South American weather look like? *How far along are the crops in South America?

12-30-21 • End of year mix with the trade • South America is starting to get more attention • It’s not ALL about South America • Ethanol demand, why the drop since Thanksgiving? • Profit margins should be lucrative for ethanol • What will 2022 bring & will ethanol be the one to hold corn • Dryness & fires in KS effecting winter wheat • Soybean meal big surprise high prices continue • Export sales...

12-29-21 • Typical holiday trade • Will the choppiness continue going into ‘22 • South American weather • Look back at ’21 and issues for ‘22 • Cash cattle looking several dollars higher than last week

12-28-21 • March corn chart • Holiday trade • End of year • Southern hemisphere • Protein demand heading into 2022

12-27-21 • Beans-dryness on Southern Brazil & Argentina • River levels & marketing • U.S. dryness • Cattle on Feed Report • Hogs & Pigs Report of Thursday