Market Talk

The wheat complex exploded to the upside on Wednesday as concerns grow over the closure of the Kerch Strait, linking the Sea of Azov with the Black Sea, as fighting intensifies between Russia and Ukraine in the region. Could this be the start of a bigger rally across commodities as we re-add war premium into the trade? We talk wheat, crude oil, corn, inflation and the struggles in the cattle compl...

The wheat complex exploded to the upside on Wednesday as concerns grow over the closure of the Kerch Strait, linking the Sea of Azov with the Black Sea, as fighting intensifies between Russia and Ukraine in the region. Could this be the start of a bigger rally across commodities as we re-add war premium into the trade? We talk wheat, crude oil, corn, inflation and the struggles in the cattle compl...

It was an interesting start to the week in the grains and oilseeds as we've pulled back in corn and soybeans after a higher start to the week. But we have to wonder, are we entering into a bullish cycle for the grain complex? DuWayne Bosse with Bolt Marketing joins us to discuss that, the weather factor, USDA data, demand, inflation, a tough stretch for the cattle market and much more. Find more a...

The grain markets are mixed on Tuesday with some pressure in corn and soybeans while the cattle complex is under pressure through midday. We also got the June Consumer Price Index data this morning and it was better than expected. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Tuesday, July 14th, 2026.

Is it time to get bullish in the grain markets? Could we have a weather story developing amid global geopolitics, demand and more? Kristi Van Ahn-Kjeseth with Van Ahn & Company joins us for a conversation and perspective on what's driving the grain markets and her reaction to a bit of a disappointing close to grain markets on Monday's session. We also talk inflation, interest rates, energies and t...

The July WASDE Report from USDA made some interesting changes to the balance sheet for corn, wheat and soybeans. Does the USDA math make sense? How much is weather and war concern overseas factoring in to the wheat market? Bryan Irey with Crossroads Coop joins us for analysis and perspective after the WASDE report and thoughts on the cattle trade as well. Find more at  https://www.crossroadscoop.c...

USDA made a few changes to the balance sheets with the release of its July 2026 World Agricultural Supply and Demand Estimates report on Friday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a recap of the July WASDE Report in our Market Talk Midday Commentary for Friday, July 10th, 2026.

We saw the cattle complex shoot lower into Thursday's close with a fairly ugly close. Meantime, the soybean complex continued to selloff after confirmed sales to China while wheat found support on Thursday. Bryan Doherty with Total Farm Marketing joins us to recap the trade action. Find more at https://www.totalfarmmarketing.com . For the past several weeks, we've been discussing the importance of...

Wheat is showing some support while corn and soybeans trade lower at midday. The livestock sector is a mixed bag as well on Thursday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and perspective in our Market Talk Midday Commentary for July 9th, 2026.

Tensions are on the rise once again between the US and Iran, which sent energies higher Wednesday and put volatility into the outside markets. We also confirmed soybean sales to China, but the grains finished mostly lower on the day. Mike Zuzolo with Global Commodity Analytics joins us to look at the trade action, charts, geopolitics and more. Find more at https://www.globalcommresearch.com . Plus...

The grain markets seemed to hold the rumor of Chinese grain buys on Tuesday as the trade still waits on confirmed sales. How could the potential demand along with the weather drive these markets through July? Could we see a continued rally? Matt Bennett with AgMarket.net joins us to share thoughts and perspective across the grain markets and the cattle trade. Find more online at https://www.agmark...

The grain markets are quieter on Tuesday as rumors continue to swirl on Chinese grain purchases. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the trade action across grains and livestock today.

Soybeans and soy products surged higher coming out of the holiday weekend, which helped pull corn and wheat higher on Monday too. Was this weather driven buying? China demand rumors? All of the above? We talk about the surge in the grains and a quieter day in the livestock sector with John Heinberg from Total Farm Marketing on today's show. Find more online at https://www.totalfarmmarketing.com ....

Soybeans are surging to start the week, post 4th of July holiday, which is helping move corn and wheat higher as well. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what's happening across the markets to start the week.

***Markets are closed in observance of the 4th of July holiday on Friday. We will return with a new program on Monday.*** It was a quiet end to the week in the grain and livestock markets as we head to the 4th of July holiday with little fresh news to work with. Bryan Doherty with Total Farm Marketing joins us to recap the trading week and share perspective on market seasonality, chart direction a...

Grain markets are continuing to find some positive trade as we near the holiday weekend while this morning's jobs data was underwhelming. We talk about all of that and more with Mike Castle, Senior Commodities Economist at StoneX, in our Midday Commentary for Thursday, July 2nd, 2026.

Grain markets found more support on Wednesday as we digest all of this week's news and data ahead of the 4th of July holiday. Mike Zuzolo with Global Commodity Analytics joins us to put some puzzle pieces together with technical analysis of the grain markets, the weather outlook and some perspective on this week's cattle trade action. More at https://www.globalcommresearch.com . At the start of th...

We saw the June 2026 acreage and grain stocks reports out from USDA on Tuesday and by the close of trade, most grain markets were in the green. Brian Splitt from AgMarket.net joins us on today's show to share his biggest takeaways from the reports, chart/price action and his thoughts on where the markets go from here. We also touch on a lower day in cattle trade on Tuesday. More at https://www.agm...

USDA on Tuesday said farmers planted just over 95 million and 85 million acres of corn and soybeans respectively along with higher grain stocks for corn, soybeans and wheat. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for report reaction in our Market Talk Midday Commentary for Tuesday, June 30th, 2026.

Even with hot weather in the forecast this week, the grain markets saw a selloff and profit taking on Monday to kickoff what could be a volatile week of trading. John Heinberg with Total Farm Marketing joins us to discuss how the hot weather might be a supportive factor short term, thoughts ahead of USDA's reports, macro perspectives and a look at cattle, hogs and dairy. Find more at https://www.t...

Corn and soybeans are under pressure to start the week ahead of USDA's end of June reports on Tuesday. Arlan Suderman with StoneX joins us to run through the market action to kickoff the week on Monday.

The cash cattle trade was in a bit of a standstill late in the day on Friday and that may have factored into some profit taking on the futures side. Meanwhile, lean hogs found a little support and the grain complex (although it was quiet to lower) did have some things to talk about this week. Scott Varilek with Kooima Kooima Varilek in Sioux Center, IA joins us for market analysis in Segment Two t...

Corn and soybeans are trying to rally just a bit after early pressure as the wheat market bounces off support levels. Meantime, hogs are higher and cattle are mixed as we near the end of the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

On today's Market Talk, we begin the show in Segment One with analysis and perspective from Sue Martin with Ag & Investments in Clarion, IA followed by this week's episode of Cattle Chatter in Segment Two as Jesse gets to talk with Brad Kooima from Kooima Kooima Varilek on this week's program. Then, we take a look at Thursday's strength in soybeans coupled with weather thoughts, a higher US dollar...

Soybeans are finding strength at midday Thursday while corn, wheat and livestock trade is mixed. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the trade action in commodities, more tensions in the Strait of Hormuz impacting crude oil and a look at Thursday's PCE inflation data.