Market Talk

On Tuesday, USDA dropped a massive yield estimate for corn at 188.8 bushels per acre for this growing season. That number, along with the 2025/26 corn production forecasted at a record 16.7 billion bushels, would be 1.4 billion bushels more than the prior record set in 2023/24. Meanwhile, USDA also forecasted a slightly higher soybean yield at 53.6 bushels per acre on the August WASDE Report. What...

The season's first survey-based yield forecasts are here from USDA and they are calling for a monster U.S. corn crop and a slightly higher U.S. soybean crop to be harvested this fall. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and recap of the latest numbers from USDA.

An overnight social media post from President Trump sparked buying in soybean futures to start the week as he indicated "he hopes China will quickly quadruple its soybean orders" from the U.S. due to short supplies in China. Then, President Trump signed an executive order shortly after lunch on Monday that extends the tariff pause between the U.S. and China for another 90 days. What does this all...

Soybeans are the star of the show on Monday after President Trump's social media post on Sunday evening calling on China to quadruple its U.S. soybean purchases. Meantime, corn and wheat are quiet ahead of Tuesday's August WASDE report from USDA and we have seen a little follow through in cattle futures selling to start the week. Arlan Suderman from StoneX joins us to discuss in our Midday Comment...

A tough end of the week with limit lower trade in feeder cattle and almost limit down in live cattle on Friday. Was it simple profit taking or is something else brewing? Meanwhile, grains couldn't follow through on Thursday support and finished quietly mixed into the weekend. Kristi Van Ahn-Kjeseth with Van Ahn & Company joins us to break it all down on today's show. Find more online at https://ww...

Friday is bringing us a mixed and quiet session in the grains and oilseeds as we can't seem to find much follow through from the gains seen on Thursday. Mike Castle from StoneX joins us to discuss the grain and outside markets headed to the weekend.

We saw grains and cattle find some supportive price action on Thursday with moderate gains in corn, wheat and soybeans while the cattle complex continues its impressive run to the upside. Are we possibly turning a corner in these markets? Is it time for a summer rally in the grain markets? Bryan Doherty with Total Farm Marketing joins us for analysis and conversation on today's program. You can le...

We are finding green on the screen across most of the ag markets on Thursday. Could we be finding some much needed support in the grain complex? What about fertilizer prices and global news impacting that side of the crop input markets? Mike Castle, Senior Fertilizer Analyst at StoneX, joins us to discuss in our Midday Commentary for Thursday, August 7th, 2025.

It was another mixed to lower day on Wednesday in the grain and oilseed complex as the trade continues to seemingly focus on big U.S. supplies more than anything. We dive into the charts, balance sheets and more for wheat and corn along with a look at cattle and energy on today's show with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com .

Another mixed to lower day in grains and oilseeds on Wednesday while the cattle complex is finding more support. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis on the grain, livestock and outside market trade at midweek.

With much of the Corn Belt receiving timely and plentiful rains, it's important to stay ahead of disease pressure. Nick Frederking, AgriGold agronomist based in Illinois, joins us to talk about the importance of keeping the corn crop healthy for as long as possible. Learn more online as well or find your local retailer at https://www.agrigold.com.

Big corn yield estimates continue to be the of the agriculture industry as we enter into August and the back half of the growing season. As markets continue to grind lower, what could we actually see if these estimates are proven to be correct? What if you combine the U.S. and Brazilian corn supplies; what does that potentially do to the market outlook? Jim McCormick with AgMarket.net joins us tod...

StoneX released the results of its August customer survey on Monday afternoon with a strong national corn yield projection of 188.1 bushels per acre. We discuss the survey results and look at Tuesday's market trade with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Monday kicked off a new week with a mixed trading day in grains and oilseeds as soybeans were higher while corn and wheat struggled. Cattle futures found more buying support as well to start the week. John Heinberg from Total Farm Marketing joins us for perspective on the early week market action across the trade on Monday as well as his thoughts on whether or not China will step in to buy U.S. so...

It's a mixed start to the week in the grains and oilseeds while livestock trade is mostly higher at midday on Monday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

As we enter the month of August, we closed out the week of trade on Friday with a mixed to lower day in grains and a slight rebound in cattle and hogs. Could the new month bring us some better price action and more opportunity in the ag markets? We discuss and look back at the week of trade with Naomi Blohm, Senior Market Advisor with Total Farm Marketing. Learn more online at https://www.totalfar...

Grain and livestock markets are mixed at midday on Friday as we kickoff August but head to the weekend. Stocks are under heavy pressure though amid new tariff announcements by the Trump Administration. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

We saw heavy selling in the cattle futures to close out Thursday and the month of July while the grain markets were a mixed bag with corn up slightly and soybean oil under pressure? Are trade and tariff concerns adding additional weight to markets that already feel overly bearish? Bryan Doherty with Total Farm Marketing joins us to discuss on today's show. More at https://www.totalfarmmarketing.co...

As the August 1st tariff deadline approaches, it seems the uncertainty (and even some of the certain deals) are weighing on the markets along with weather, crop conditions and more. President Trump announced a 25% tariff on India Wednesday, U.S./China talks are stalled, the Fed held interest rates steady.....there is a lot to unpack with Mike Zuzolo from Global Commodity Analytics on today's show....

At midday on Wednesday we saw grains mixed to lower with corn trying to find a little bit of buying support. Meantime, cattle futures continue to find buying strength this week. Arlan Suderman, Chief Commodities Economist at StoneX, is back with us to take a look across the markets at midweek.

Despite a possible derecho event hitting key parts of Iowa, Minnesota and South Dakota on Monday night, it seems the markets continue to trade the old saying "rain makes grain" as we pushed lower on Tuesday. Do we truly have production problems across farm country? Is it enough to create some bullishness in these markets heading into August? Matt Bennett with AgMarket.net joins us for a conversati...

Another lower day in the grain markets with plenty of economic news to take a look at on Tuesday. Mike Castle with StoneX joined us for a conversation in our Midday Commentary.

The grain trade was mostly lower to start the week as good weather continues to outweigh most other factors in the market. John Heinberg with Total Farm Marketing joins us for perspective on the grain and livestock trade to start off the week on Monday. More at https://www.totalfarmmarketing.com . Plus, forecasters are calling for a moderate risk of severe weather across parts of the South Dakota...

Grain markets are mostly lower to start the week while crude oil is finding some support. We talk trade deals, weather and more with Mike Castle from StoneX in our Midday Commentary.

Grains finished the week quietly lower on Friday as good weather continues to be the overwhelming factor. Meantime, cattle futures found good support into the close ahead of the Cattle on Feed and Cattle Inventory Reports. Sue Martin with Ag and Investment in Clarion, IA joins us for the first time as we close out the week and talk grain and livestock markets. Learn more at https://agandinvestment...