 Holiday trade mode underway EU wheat down Risk off? What is going on in gold & silver? Dollar down but off the lows a few weeks ago Inflationary trade going on? CFTC Report Volatility in the cattle marketKirjoittanut Rural Radio Network

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

 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 tradeKirjoittanut Rural Radio Network

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

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

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

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 late…

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 press…

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 t…

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 gr…

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 t…

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 mor…

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 m…

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…

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, discussio…

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 mon…

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 p…

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 soybea…

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 …

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…

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 i…

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 us…

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 co…

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 …

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…

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 attentionKirjoittanut Rural Radio Network

Mike Zuzolo of Global Commodity Analytics recaps the factors that influenced today's trading.Topics today:- Feeling like a weather market- Longevity of strength- Funds position- Metals, energies, currency- Livestock quieter todayKirjoittanut Rural Radio Network

Politics and upcoming elections are adding uncertainty to the markets, with fiscal policy changes in China also weighing heavily on sentiment. However, big export announcements for corn and soybeans this morning provided a much-needed boost to the grain trade. Rains in Brazil are aiding crop conditions, while U.S. weather continues to be a critical…

The NOPPA crush numbers came in strong, but corn inspections were disappointing, adding pressure to the grain market. A train derailment in Mexico created additional logistical concerns, while rains in South America are improving crop conditions there. Traders are now watching to see if the Midwest will get much-needed rainfall, with ongoing concer…

With the Monday holiday trade, there wasn’t a lot of fresh news to kick things off. The market felt the effects of a long harvest weekend, with some chatter about potential rain next week that could impact progress. Chinese stimulus measures were also a topic of conversation, adding a bit of uncertainty to the global outlook. Feeder cattle saw some…

The WASDE report today didn’t bring any major surprises, but there were a few key takeaways worth noting. Corn yield numbers came in close to expectations, though some believe they could still be adjusted in future reports. Soybean yield estimates also appeared reasonable, but the market will keep a close eye on how weather impacts final numbers. U…

Wheat held higher in today’s trade, while corn and beans saw lower movement. A recovery in crude oil prices added some support to the broader market. As traders look ahead to tomorrow’s report, questions linger about potential shifts, especially with South American weather in focus. On the livestock side, the cattle market pushed higher and managed…

Steady cattle prices were offered in the north this week, though it seems the basis may have been lost, the potential for lighter kills as packers continue to add pressure to the trade. The market is still contending with heavy cattle in the south, but despite these challenges, the cattle market has seen a strong rally overall, showing resilience i…

Grain markets were softer overall this week, with soybeans leading the pullback. Seasonals suggest some pressure is typical during this period, while harvest is moving ahead of last year’s pace. A big question looming is where to store the grain—could this become a market issue as supplies increase? On the cattle side, the cash market remains a key…

Weather in South America remains a critical factor, as we await Friday’s USDA report, which will provide more insight into yield expectations. The big question is whether seasonal lows have been set, and how a potentially large South American crop might impact prices moving forward. Meanwhile, dryness in the Midwest continues to pose challenges for…

A temporary end to the port strikes has provided some relief to supply chains, while Brazil is set to receive much-needed rains, aiding their crops. The USDA report next week is highly anticipated, with markets looking for further clarity. However, drought continues to plague Russia and Ukraine, adding pressure to global grain supplies. Here in the…

Even the wheat market struggles to pull grains higher, despite global challenges. While up days are desirable, constant upward movement isn't always sustainable. Frost worries in Australia are impacting wheat production, while drought in South America continues to hinder crop growth. Add in the disruptions from ongoing port strikes and the escalati…

There’s positive money flow in the food and energy sectors, signaling strength in these markets. The latest StoneX customer survey suggests crop sizes are getting bigger, adding pressure on supply. In Brazil, rains are expected to return next week, which will be welcomed by the soybean and winter crops, aiding growth. Meanwhile, the EU Commission h…

Corn broke through its 100-day moving average, signaling a key technical shift in the market. Meanwhile, geopolitical tensions are rising with Iran launching missiles into Israel, adding uncertainty to global markets. Domestically, good harvest weather is helping farmers, but the focus is also on South American weather—could it be a game changer fo…

China's influence continues to weigh heavily on commodities, impacting global demand and pricing. The upcoming USDA Quarterly Stocks Report will provide further clarity on supply levels, potentially shifting market dynamics. Meanwhile, the effects of recent hurricanes on agriculture, particularly in key growing regions, are still being assessed. Wi…

Hurricane concerns are looming over agriculture, with potential impacts on crop quality and transportation, while tar spot worries in the Eastern Corn Belt are adding pressure to corn yields. Harvest activity is picking up across the country, but grain markets sold off this week, driven by broader macroeconomic factors like China's stimulus efforts…

Chinese stimulus measures are adding some optimism to global markets, but questions remain about the impact on agricultural demand, particularly for corn. With corn sitting on the sidelines, traders are left wondering what the next move will be. While the macro environment appears slightly improved, soymeal is still facing struggles, possibly due t…

Funds are beginning to come out of their short positions, creating some movement in the markets. Early harvest updates are showing disappointing yields for soybeans, while corn seems to be holding its own as harvest progresses. In Brazil, the northern regions are struggling with poor conditions, adding to global supply concerns. The southwestern U.…

With the FEDS rating drop adding pressure to the markets, harvest is underway, though dry conditions are raising concerns about crop quality. This year’s yield potential remains difficult to pin down, with variability across regions making it hard to get a clear picture. The upcoming Quarterly Grain Stocks and Small Grains Summary Report on Septemb…

With the FEDS rating drop influencing market sentiment, traders are wading cautiously through the day. Wheat struggled to rally despite broader market movements, while technical indicators in the grains showed mixed signals, reflecting uncertainty. Weather remains a critical factor, impacting both harvest progress and crop conditions. Looking ahead…

The recent drop in the FEDS rating has implications for both the U.S. dollar and foreign currencies, likely weakening the dollar and potentially making U.S. exports more attractive. With China coming off its holiday, there’s speculation about whether they will increase purchases from the U.S., especially for agricultural commodities. Meanwhile, the…

With the rate decision coming tomorrow, markets are on edge, but cattle prices have continued to move higher. The upcoming Cattle on Feed (COF) report is also drawing attention as it could impact price direction. Grains seem to be locked in a box, with limited movement, though some commercial buying in soybeans has provided support. Corn and beans …

NOPA Crush Report: The latest NOPA Crush Report will provide insights into soybean demand and processing, which is critical for gauging domestic supply and crush margins.Sales to China: Recent sales to China continue to influence the markets, particularly for soybeans, as China's demand plays a crucial role in price direction and global trade flows…

The bean market turned lower today, driven by shifting weather patterns in both Brazil and the U.S., which could impact crop production. Additionally, escalating tensions between Russia and Ukraine are adding to global market uncertainty, further influencing commodity prices. In the livestock sector, cattle prices continue their rollercoaster movem…

Today’s USDA WASDE report delivered key insights into supply and demand for major crops and livestock, impacting market expectations and strategies. Overall, the market is expected to react strongly to these revisions, with price volatility likely to increase as traders adjust positions based on the updated supply and demand dynamics.…