The Final Bell

7-18-23  Weather is key  Today’s trade was a market gift  Northern IA/MN has concerns  High volume trade  Is Dec corn about overbought?  Black Sea taking a back seat?  Is there uncertainty with the feeder cattle & hogs?  Big cattle report out on Friday

7-17-23  Lack of follow through after last week’s strong close  Where is the weather premium at?  Negative wheat influences the corn  Russian Ukraine Deal  Lower dollar  Mixed cattle

7-14-23 *Low volume & open interest *Weather concerns moving forward *WASDE week reactions *Ethanol margins *Grain Initiative in Ukraine *Waiting on the cash cattle *Feeders & corn moving together *Pressure for hogs

7-13-23  Whip lash from the markets today  Volatility in the trade  Not a lot of open interest on the corn  Did we have a WASDE over reaction?  Weaker dollar  Wheat production & yield numbers  Hogs still rally  Seasonal rally in the cutouts  How is packer interest for cattle  Why did we sell off so hard on Wednesday?  Where are we in the cattle cycle?

7-12-23  Dollar collapses  WASDE Report  Rally in Wall Street  Much bigger winter wheat crop  Bearish reversal on the August cattle

7-11-23 *What are the factors driving the market? *How do the corn and soybean crop conditions look? *What does the Top Soil and Subsoil conditions look like? *What are the most important parts of the WASDE report to be watching tomorrow? *What are the expectations of the report? *How will the corn yield be determined? *What do you happens to demand?

7-10-23  Nice move up on beans  It is a quiet market  Outside markets have more movement  WASDE out on Wednesday  End of day it will come down to weather-crop looks good  GFS looks wet  Cattle higher

7-8-23  Upcoming WASDE  What kind of adjustments will have to be made  Will there be resurveys on the beans?  Mexico buying corn  Rains  Crop ratings come Monday will be interesting  Hogs are trying to make a top  Cattle & feeders are waiting on a top

7-6-23  Through the first half of summer  Where do we sit post USDA reports  Wheat turns lower after a Wednesday bounce

7-5-23  Wheat was a big mover  Why almost limit up?  Disappointing day for corn-can’t hold gains  Hogs might have broke out of a head a shoulder bottom  Has the rally in the beans kept the basis more steady?

7-3-23  Follow through buying on the cattle  Bear spreading in the cattle  Aggressive hog market  Commercial sell pressure  Corn could not hold on to gains  Will crop ratings start weighing in?  Follow through on beans  Holiday trade week-how quiet will it be?

6-30-23  New highs in feeder cattle  Is there volatility working in?  Puts in the move higher  Video sales coming up  A lot of activity in both directions-but end of fiscal quarter  How will the open interest look like come Monday  No markets on Tuesday  USDA stocks & acreage report  Dryland & corn

6-29-23 *Why are the corn and soybean markets down so hard when the crop conditions were lower this week? *How do the moisture conditions compare to past years? *What are the corn conditions like compared to other years? *How have the corn yields done in comparable years? *What are the conditions like in IL? *What is the market expecting for corn acres tomorrow?

6-28-23  Grains betting on rain  Wettest models have looked for a summertime in awhile  Winter wheat yields  Russian surface is quiet but underneath not so much

6-27-23  Not all in with this being a weather market sell off  Grain stocks report  Is the dollar holding off a low?  Hogs & pigs report on Thursday  Cattle turnaround

6-26-23  Slow trade day to start the week off  Position squaring ahead of big report on Friday  GFS Models-rain  Dry land worries/crop conditions  Russia/Ukraine  Drop in cattle

6-23-23 - RAIN CHANCES VS. PERFORMANCE - SUPPLY VS. DEMAND - TRADE VALUES VS. YIELDS - ETHANOL AND DOMESTIC USE - FEEDER CATTLE TOPPING? - HOGS TRYING TO REBOUND

6-21-23 Arlan Suderman of Stone X joins the Fontanelle Final Bell midweek to look at an aggressively higher grain market. With the weather bulls in charge Suderman looks at the demand side of the market to see if the bears are waiting to fight back.

6-20-23  Three-day weekend post trade  Cattle trade struggles  Follow through on the feeder cattle  Feeders worried about drought?  Consumer push back on proteins yet?  Beans on the struggle bus but they wait for August rains  Corn futures mixed  Weekly crop progress-any surprises?

6-16-23 *Weather models *Not a lot of demand *Did we push ourselves out of the market? *What would happen if it rains? *What should be done if not a lot is sold? *Does grain prices make livestock nervous? *Cattle rallied

6-15-23 *Live cattle turned itself around *Packer leverage *Slower cash trade *Hogs continue to push for green *Rain-waiting on it *Biofuels mandate pushed to June 21

6-14-23 *Fed Meeting *Mixed grain markets *Weather concerns-bring deterioration in crop ratings *Relations with China *Grain initiative *Feeders hit hard

6-13-23 *How would you describe the corn and soybean market? *How do the current new crop corn and soybean prices compare to what has been available for prices this year? *What factors are you watching in the corn and soybean markets? * How should the weekly crop condition ratings be used? *What does the top and sub soil moisture look like? *How far into the weather market are we currently?

6-12-23  Rain totals Midwest view  Bean exports were off a bit  Any Brazil frost concerns?  FED meeting  Ukraine & Poland grain subsidies concerns  Can we push for higher cash cattle?  Hog market has some likings

6-9-23 - WASDE reaction - Soybean Rumors - South American Production Changes - Cattle key reversal respected - What to focus on in the rest of June