The Final Bell

4-9-21 How did the corn and soybean numbers look compared to what the market was expecting? What changes were on the US corn numbers? How did the US soybean supply and demand numbers change? Any Surprises on the South American production Numbers? Were there many adjustments in the world demand numbers? What do you think the WASDE report means for prices going forward? Now that the report is out of...

4-7-21 Beans had a variety of factors working in to the trade today Meat demand that is solid packer margins cash cattle trade saw a $3 higher...is it strong demand & packers working at capacity

4-6-21 • Reaction over the past couple of days from last week’s info • No room for error…how much market pressure could that add? • USDA starts crop progress reports • Crop progress in Brazil • Could cattle be ready to breakout? • Meat movement across the counters • Cash cattle has seen a pickup

4-5-21 Nearby corn had a struggle into the negative Weather in South America Weekly Crop Progress Reports Livestock & Feed prices New Contract highs in cattle

4-2-21 Markets were closed on Good Friday...we take a look at the trade moving forward • Facts about the USDA report • Position yourself going ahead

4-1-21 • Beans gave back a chunk of yesterday’s gain • Markets will trade come Sunday night • Stocks • US/Brazil weather pattern

3-31-21 • USDA report brings limit up trade • Cash trade is a bit better • Boxed beef continues to be strong • Grain report had an effect on the cattle market

3-30-21 • Chance for cash corn to go below $5 • A lot of pressure ahead of tomorrows report • Dollar trade • Speculators liquidating for the first time since August • Dairy is in a good spot right now • Cattle & hogs need watching

3-29-21 • Beans drop again on a Monday • Positioning ahead of Wednesday reports • Zoom meeting, where is the market going…how do they move forward • Dollar trade & strength • Livestock looking at the grains

3-26-21 • Beans took a lower trip again • Good strong exports with China this week • US Dollar & the impact it’s having on the commodities • USDA Acreage report next Wednesday • Seasonality of the grain markets

3-25-21 • Beans had a drop on the trade • Overall, it was a bad close while wheat gets pounded • Chopper trade…we have seen this before • Some positioning going into next week’s report • Higher cash mid-week for cattle • Do cattle have more room to move? • What about the hogs?

3-24-21 • Waiting for next week’s reports • Building some sideways trading ahead of those reports • Beans are taking the lead…tight soy oil stocks • Wheat is the dog • Green grass & cattle • ASF & China

3-23-21 • Transition in outside markets • Moving towards the planting intentions report • Weather in the Midwest & its effects on the grains • Dollar higher • 2012 into 2013 could that effect our 2021 trade? • Can cattle keep the momentum going this week?

3-22-21 How is the corn and soybean export demand holding up with the higher prices? Why is China importing so much corn this year? Is the shipment of corn and soybeans doing okay? How is the safrinha corn crop looking? Why is the Safrinha corn crop getting so much attention? Why is there so much corn in piles and are the coops seeing the writing on the wall about potential dry summer? What do you...

3-18-21 • General down day • Cattle took a dive • Better cash news on Wednesday then Thursday • Crude oil dropped it all • Grains…China buying spree • Market shifting focus from weather in South America • Deflation day on the grains

3-17-21 China & corn Federal reserve statement ASF Update

3-10-21 • Market attitude from the funds • WASDE reaction continues • Is there confusion over South American numbers? • Warmer weather, wind & maybe some rain • Cattles premium to cash •• Retail movement • Another soft cash week in store • Boxed beef pricing • ASF & China

3-8-21 • A lot of overnight activity • Tuesday report influence • Dollar punches …but has resemblance 2018 • Stimulus how does that help or hurt • Crude oil is it in an important spot?

3-5-21 • New low on the week…closes higher • Roller coaster of a week • Fed uncertainty in the trade…Thursday trade • Makes it tough to market • Livestock moves just as volatile as the grains • Movement of beef • ASF & China

3-4-21 • Beans had a wild ride • Waiting on exports • South American weather • New crop months rising…are we rationing demand for beans • Inputs on corn vs planting beans • Oils pulling everyone along…veggies

3-3-21 Weather problems in South America (social media pics) ASF coming back again Spring & summer weather pic

3-2-21 • Grain markets make a come back • South American bean conditions • Brazil ethanol values • Basis old crop is what they are after • Winter wheat concerns • Cattle will have ups and downs this week

3-1-21 • Money flow in the trade • Outside market influence on the trade • New month of trading next 3 days will set the stage • Weather in South America is a problem • March 15th position limit increase • More talk of ASF in China • What will happen with our pork exports? • Foodservices are coming back on line

2-26-21 • Grain markets still reacting to weather in South America • March has first notice day • Ethanol market could start to rebound • Quiet on the export front • How are livestock reacting to grain prices?

2-25-21 • Emotion of some of the net reduction in the sales • Market had some shifts at the beginning of the trade • Cancelations & the fundamentals • Weather uncertainties with the GFS & European models • Dollar index…is there a head & shoulder top? • Energy markets…year later