The Final Bell

 Split market action  Grain under pressure  South American export & production numbers  Managed money going forward  Better than expected cash  Sale barn strong

 Russia Ukraine tension  Trump policy on trade  New lows in soybeans  South American growing  China, hogs & the funds  Live cattle struggled while feeders saw a positive trade

 Russia Ukraine tension  China agreement with Brazil  South American growing  Supply demand fundamentals  FEDS fewer rate cuts?  Retail data for the month of October

 Russia Ukraine tension  Weekend headlines pulling attention  Geo politics vs. trade issues  Does the trade care?  South American progress  Dollar trade

 Seasonality’s of the markets  South America weather  New administration  Strong U.S. dollar  Russia Ukraine situation geo political  Cattle hold onto some positives

The recovery in the corn, soybean, and wheat markets today appears to be driven by several factors, including improved export activity and some technical buying. Market sentiment may also be influenced by shifts in global weather patterns, particularly in South America, and by updates on U.S. harvest progress. Key Points: NOPA Crush Numbers: The latest crush report showed strong soybean processing...

The markets remain on edge with election expectations shaping the forward outlook. Weak prices continue to dominate conversations as the "elephant in the room," causing concerns across the agricultural sector. In the cattle market, midday trading saw a noticeable breakdown, signaling cautious sentiment. Meanwhile, the hog market faced its own pressures, with shifts leaving traders analyzing the po...

The market is adjusting to a complex mix of factors this week. The Consumer Price Index (CPI) has been a focal point, adding to broader global expectations across markets. Flash sales activity remains a driving factor, with an eye on Brazilian growing conditions, which have been generally favorable. Additionally, the impact of elections continues to weigh on traders' minds, creating a level of unc...

The grain markets are watching several pivotal factors this week, with money management strategies potentially being the biggest influence. Last week, China purchased about half of its grain needs from the U.S., underscoring the ongoing influence of the Chinese economy on commodity trade. South American weather is improving, leading to favorable growing conditions that may support their yields and...

The grain markets started the week off sluggishly after an overbought Friday, leaving traders to wonder if this trend will spill over. The dollar strengthened significantly, adding further pressure to commodity prices. Meanwhile, wheat remains attractively priced, but political discussions and uncertainty continue to weigh on market sentiment. In the soybean complex, soyoil movements and political...

The latest WASDE report brought some mixed reactions, with overall production numbers closely aligning with expectations but a few regional surprises in state-level yields. The corn balance sheet reflected steady demand but highlighted some adjustments in exports and feed usage, keeping stocks relatively tight. Soybean numbers appeared slightly more bullish, with yields revised in key states, rein...

This week, markets are reacting to shifting trade dynamics amid "Trump Trades" and expectations around a potential Fed interest rate cut, which could provide support across various sectors. Ahead of the WASDE report, there's heightened anticipation, particularly in the soybean complex, where prices have shown explosive movement. Meanwhile, cattle markets are finding solid support, suggesting resil...

This week, markets are digesting the impact of recent election results, with many eyes on how these outcomes might shape future policies. In agriculture, the StoneX Customer Harvest Survey is offering fresh insights into yield expectations, which could show market sentiment ahead of Friday’s WASDE report. Meanwhile, the Federal Reserve meeting adds another layer of anticipation as investors await...

This week, the markets reflect an election-season tone, with overall quiet trade as investors and traders look for clearer signals. Key events loom ahead, with the Federal Reserve meeting on Wednesday expected to set the tone for interest rates, while Friday’s WASDE report will provide crucial insights for agricultural markets. Meanwhile, discussions with China could impact trade relations and mar...

The market feels the tension of election season, with much of the trade remaining quiet as it watches for signals. While crude oil has seen some action, grains are capturing attention, potentially setting the stage for tomorrow’s market shifts. With key reports like the WASDE and updates from the Federal Reserve on the horizon, traders are also monitoring developments in China and assessing the la...

The main highlight this week has been export activity, especially with Mexico's demand for corn. On Friday, they purchased 716 million tons of old-crop (OC) corn from the U.S., underscoring their ongoing need for future imports. Drought remains a concern in several regions, though there are signs of potential replenishment in some areas. Fall basis prices are also influencing decisions as we move...

As we head into the end of the month, markets are keeping an eye on several key developments, starting with election prep in the U.S., which could bring more volatility across agricultural and financial markets. A potential divergence in the soybean complex is also taking shape; factors like South American weather and Chinese demand may pull soybean oil and meal prices in different directions, cre...

The wheat market is facing some unique pressures as Russia's export taxes and variable weather continue to impact trade flows. In Brazil, weather remains a central focus as growers look for favorable conditions to support crop progress. Outside markets, including energy, are adding another layer of volatility, especially with ongoing global shifts in supply and demand. With elections around the co...

Jeff Peterson of Heartland Farm Partners recaps the factors that shaped today's market activity. Corn closed 1 to 4 cents lower. Soybeans closed 10 to 13 cents lower. Wheat closed mostly 10 cents lower. All three livestock complexes closed higher. - Why do you think corn and soybeans are starting the week of weaker? - Are the funds playing much of a role in the corn and soybean markets at this tim...

Export sales have been strong this week for both corn and soybeans, providing some support to the market. All eyes are on the upcoming Chinese stimulus meeting in early November, which could influence demand and pricing. However, uncertainty remains regarding South American crop outcomes, as well as the impact of dry conditions in the U.S.—though it may still be too early to raise alarms on that f...

Export sales are in focus, while election jitters are starting to impact market sentiment. Soybeans faced some pressure, with key factors dragging the market down. There's still a question of what's not supporting broader trade action. Meanwhile, anticipation builds for tomorrow’s Cattle on Feed report, and winter wheat is being eyed for pasture use as ranchers look for options in the face of evol...

The basis continues to firm up as farm selling picks up momentum, contributing to market activity. Reinflation is becoming a significant part of the equation, influencing various sectors. In Brazil, much-needed rain is finally arriving, which is beneficial for crops. Export demand remains steady, but political uncertainties are adding a layer of complexity to the market. Dryness in key wheat-growi...

The market saw positive action in both corn and beans, with corn pushing higher on the back of large option spreads. Export demand for grains remains strong, helping to support the upward momentum. However, winter wheat planting is facing some delays, causing concern in the wheat market. Meanwhile, cattle traders are eagerly awaiting the Cattle on Feed (COF) report, which could further influence m...

The corn and soybean markets are currently signaling a mixed story, with export levels remaining a key focus, particularly as concerns grow around the low Mississippi River levels impacting grain shipments. Funds have had a noticeable effect on market volatility, influencing price movement, especially in soybeans. Exports for both corn and soybeans are progressing but face challenges from logistic...

Heather Ramsey with the ARC Group based in Lincoln recaps the factors that influenced today's negative grain trade. Topics today: - Market attitude - Overnights vs. day session - Hedge funds and the election - Rain in North and South America - Fundamentals get no attention