Market Talk

Crude oil, biofuels policy and weather are the key drivers of the market trade at midweek. Mike Zuzolo with Global Commodity Analytics joins us to unpack the headlines and try to put the puzzle together for the grain complex. We also touch on the livestock trade and some key trends to watch there. Find more at https://www.globalcommresearch.com . Also, we have a conversation about BASF launching C...

Rumors of an EPA announcement of a summertime waiver for E15 are being traded in the markets at midweek, along with hopes for RVO details to come soon and weather starting to work back into the conversation. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

Another day of headline risk at play in the markets on Tuesday with the Iran war and RVO rumors playing into the trade action. Jacob Burks with AgMarket.net joins us to discuss the rumors in the trade, a look ahead to next week's USDA acreage report and much more. Find more online at https://www.agmarket.net . Also in Segment Four, we share a conversation from Monday afternoon at the National Grai...

Markets are mixed on Tuesday as we see more headline volatility at play. Arlan Suderman with StoneX joins us to discuss the latest headlines and the added volatility to the markets.

Monday was another day of headline news risk and volatility in the markets. We catch up on the latest market moves in grains, livestock, energies and the stock market as we start the week with John Heinberg from Total Farm Marketing. Learn more online by visiting https://www.totalfarmmarketing.com . We are seeing a rollercoaster of weather with record heat over the weekend, coming off a recent bli...

We see more volatility in the markets tied to headline news risk from the Middle East. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to run through what's happening to start the week in our Midday Commentary. We also touch on more RVO rumors and some positivity in the livestock complex.

As war continues to rage on in the Middle East, we have seen attacks on key energy infrastructure this week that could take years to rebuild. What does that mean for the longer term impacts on fertilizer pricing and supply? Mike Castle with StoneX joins us to share perspective on what's happening with fertilizer and the longer term farmer impacts we could see ahead. It was also a "Steady Eddie" ki...

We saw corn and soybean futures find support to the upside on Thursday, while the livestock complex traded lower with feeder cattle the leader to the downside. Geopolitical risk from disruptions in the Strait of Hormuz and attacks on energy infrastructure have reinforced some inflationary narratives, drawing speculative interest back into grain markets. Bryan Doherty with Total Farm Marketing join...

It's mixed action in the grain complex at midday Thursday while we see more movement in energies and fertilizer. Mike Castle with StoneX joins us to discuss in our Market Talk Midday Commentary for Thursday, March 19th, 2026.

The grain markets moved higher on Wednesday as energy prices continue to lead the way, while the weather story may also be starting to play a role. Mike Zuzolo with Global Commodity Analytics joins us to discuss the market action at midweek included influences from the Middle East/energy price volatility, weather, the Fed and inflation concerns, the Jones Act waiver announcement on Wednesday, this...

Grains and oilseeds are finding support at midweek as energy prices continue to move higher. We also saw some hotter than expected inflation data out this morning while livestock trade is seeing some profit taking. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Wednesday, March 18th, 2026.

Markets are reacting to news that a meeting between Donald Trump and Xi Jinping could still be five to six weeks away. At the same time, Brazil has resumed shipping soybeans to China as harvest picks up pace. Additional pressure is coming from fertilizer markets and rising oil storage levels. Despite that, grains managed to bounce back on the day, with some optimism building around the crushing se...

It was a rough start to the week on Monday, March 16th, 2026 as the entire soy complex came under heavy selling pressure. What led to soybeans, meal and soybean oil being down daily limits? John Heinberg with Total Farm Marketing joins us to discuss headline news impacts, fund positioning in corn and soybeans, cattle market strength and more. Find more online at https://www.totalfarmmarketing.com...

The soy complex is under heavy pressure to start the week and that is spilling over into corn and wheat as well. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

More volatility was seen this week in the markets as we continue to trade off headlines from the Middle East and much more. We open the show with perspective on the recent market volatility and look at some bigger picture trends with Shawn Hackett from Hackett Financial Advisors in Segment One. In Segment Two, we discuss a mixed bag of back and forth trading in cattle that was seen on Friday. Joe...

It's a mixed bag in Friday's market trade with wheat seeing a rally into the weekend. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the markets heading into the weekend.

Crude oil worked higher again on Thursday and that helped to pull the grain complex higher as well (although we did finish a bit off of session highs on the day). Meantime, the cattle complex also saw a nice rally from the lows into the close. Bryan Doherty with Total Farm Marketing joins us again this week to discuss the ongoing volatility in the markets. More at https://www.totalfarmmarketing.co...

More volatility is being seen in the markets on Thursday with crude oil on the rise once again, pulling grains and oilseeds higher with it. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the movement in the markets during the StoneX Ag & Dairy Market Outlook meeting in Nashville, TN.

War headlines continue to drive the energy markets at midweek along with RVO rumors and more, which caused grains and oilseeds to work higher on Wednesday. Mike Zuzolo with Global Commodity Analytics joins us to break down the volatility, what it means for inflation concerns and a look at more up and down in the cattle complex as well. Find more online by visiting his website at https://www.global...

Minimal changes were noted in the March WASDE Report out from USDA on Tuesday as the markets continued to trade more on Middle East headlines, with algorithmic trade leading the charge. Tyler Schau with AgMarket.net joins us for a wide ranging discussion on market volatility, risk management, cattle market moves and much more. More at https://www.agmarket.net . We also listen back to our Midday Co...

The March WASDE Report was released by USDA on Tuesday and it reflected minimal changes to the domestic and global balance sheets overall. In fact, USDA made no changes to U.S. corn, soybean or wheat ending stocks estimates with some slight changes on various global balance sheets. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the WASDE and discuss the ongoing influence...

Another day of volatility in the commodity markets on Monday as grains and oilseeds, along with livestock, settled the session mostly mixed to lower. Crude oil finished well off session highs after spiking to near $120 overnight as Middle East headlines continue to flow. John Heinberg from Total Farm Marketing joins us in the back half of today's show for a conversation while we also get insight f...

Crude oil hit $90 a barrel on Friday as war premium continued to bring money flow to the markets. Grains and oilseeds were up sharply as well led by wheat and soybeans while corn followed behind. What does all of this volatility and upside momentum mean for producers on the cusp of spring planting season in the U.S. and does it bring opportunity to manage risk? DuWayne Bosse with Bolt Marketing jo...

More volatility was seen across the markets on Thursday with crude oil hitting the $80 per barrel mark while the Dow Jones was down around 1,000 points on the day. Grains and oilseeds were higher led by a sharp rally in wheat while it was a mixed session in livestock. Bryan Doherty with Total Farm Marketing joins us to discuss risk management amid volatility, the question of whether or not we are...

On today's episode, we sit down with Mike Zuzolo from Global Commodity Analytics for analysis and perspective on the evolving war in the Middle East and why the Strait of Hormuz is a key chokepoint for global trade, energy, fertilizer and ag commodities in general. PLUS, we take a look at the resurgence in cattle futures at midweek and much more on today's show. Find more at https://www.globalcomm...