Market Talk

Wheat shot to the upside on Wednesday with mixed to higher action in the rest of the grain and livestock trade. Was the wheat move because of weather concerns? Did Middle East tensions have an impact on wheat Wednesday? Was it more a case of funds vs. fundamentals ahead of the Juneteenth holiday? Mike Zuzolo with Global Commodity Analytics joins us to discuss on today's show. More at https://www.globalcommresearch.com.

There are a ton of headlines and fundamentals to track in the markets at midweek. Farm and Ranch Media's Susan Littlefield gets a rundown of Wednesday's market trade with Arlan Suderman, Chief Commodities Economist at StoneX.

The grain trade was generally higher on Tuesday as these markets are watching multiple factors including war risk in the Middle East, continued spillover from last week's RVO news and the lack of a weather story for the early growing season. Matt Bennett with AgMarket.net joins us for analysis and price perspective today. More online at https://www.agmarket.net. Are cattle futures FINALLY getting tired or was Tuesday's price action simply a case of fund liquidation driving the bus? Scott Varilek with Kooima Kooima Varilek joins us to discuss the cattle market action, cash activity and more. You can learn more online at https://www.kkvtrading.com.

Grains are generally higher on Tuesday with outside markets mixed and livestock under pressure. We take a look at headlines and get market perspective with Arlan Suderman from StoneX in our Midday Commentary.

Soybean oil seemed to continue the follow-through strength from Friday's EPA announcement on RVOs and pushed higher to start the week, taking advantage of expanded daily limits on Monday. Meanwhile, cattle and hog futures found some good buying strength to start the week as the stock market showed a bit of a rally. Corn and wheat, however, struggled to find any upward momentum. Shawn Hackett with Hackett Financial Advisors joins us for a market conversation on today's show. More at https://www.hackettadvisors.com. We have entered into a critical window that many forecasters, including Eric Snodgrass from Nutrien Ag Solutions, had predicted would be the time period where potential Corn Belt drought risk in 2025 would start to show up. Eric shares his thoughts on why we're not seeing it, if it could still happen and the challenge of forecasting this season. More at https://www.ag-wx.com.

Soybean oil and livestock have found great support to start the week while corn and wheat chop their way lower. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what is trending in the markets at midday on Monday, June 16th, 2025.

The long awaited renewable volume obligations announcement from the U.S. Environmental Protection Agency, coupled with the escalating tension in the Middle East between Israel and Iran, sent soybeans, bean oil and crude oil for a ride to end the week. Tommy Grisafi with Nesvick Trading Group and AgBull Media joins us to discuss and wrap up the week in the markets. Learn more about Tommy at https://www.agbull.com. Also, the major escalation between Israel and Iran is concerning on many levels including the global fertilizer markets. Is this something that will have immediate impacts or does the situation simply need to be watched? Josh Linville, VP of Fertilizer at StoneX joins us to discuss and take a look at the latest price action in fertilizer. More at https://www.stonex.com. And in Segment Four, Susan Littlefield talks with Sue Martin from Ag & Investment about Friday's news headlines and overall market action. Please remember the risk of trading futures and options can be substantial.

Soybeans and soybean oil are sharply higher amid the EPA's Renewable Fuel Standard announcement on Friday morning along with Middle East tensions showing impacts across the broader markets to end the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Friday Midday Commentary for June 13th, 2025.

The June WASDE Report came and went from USDA on Thursday with very minimal changes to the overall balance sheets. Bryan Doherty with Total Farm Marketing joins us for a conversation about this week's trade action in grains and livestock. More can be found online at https://www.totalfarmmarketing.com. Also, cattle trade remains in a holding pattern as the market waits for more widespread cash activity, following some light movement in the South earlier this week. On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down the regional dynamics at play with Farm and Ranch Media's Susan Littlefield. More at https://www.kkvtrading.com. We also hear from David Ericson with AgOptimus in Segment Four as he talked with Susan Littlefield about the June WASDE and Thursday price action.

Lower U.S. corn ending stocks and no change to South American crop production were some of the key highlights in the latest World Agricultural Supply and Demand Estimates from the USDA. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the latest numbers from the June report.

It seems like nothing can move these grain markets to the upside at the moment. The question though, is there a developing weather story that might spark some sort of grain rally? Mike Zuzolo with Global Commodity Analytics joins us to discuss the grains, trade issues, technical analysis of the cattle market and much more. Find more at https://www.globalcommresearch.com. Also, by and large this corn market can't seem to find a way out of this sideways to lower pattern since there doesn't seem to be a weather story along with funds short the market and trade is uncertain. Dave Brock from The Brock Report joins us to discuss what he is seeing in the corn, soybean and wheat markets ahead of Thursday's WASDE Report from USDA. More at https://www.brockreport.com.

Grain and livestock markets are generally quiet at midweek as traders position ahead of Thursday's USDA report, while keeping an eye on trade issues, weather and more. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Wednesday, June 11th, 2025.

Corn and soybeans were mixed to higher along with feeder cattle while wheat was under more pressure on Tuesday. Are these markets just set to chop sideways to lower unless we get some sort of weather scare or event in the trade? Jim McCormick with AgMarket.net joins us for a conversation about what he is seeing in the markets. Learn more at https://www.agmarket.net. Also on today's show, we hear from Farm and Ranch Media's Susan Littlefield as she learned more about a new antibiotic from Elanco at last week's World Pork Expo in Segment One and she talked with Arlan Suderman of StoneX in our Tuesday Midday Commentary. You can hear that in Segment Four.

Wheat led corn lower on Monday; what led to the selling pressure to start the week? It seems a lack of fresh news led the markets to drift lower to start the week and it's a good reminder that markets don't always have to be bullish. We talk about that, more strength in the livestock trade and get market analysis from John Heinberg from Total Farm Marketing. More at https://www.totalfarmmarketing.com. Also, weather the next two weeks is going to be super important to watch in terms of whether or not widespread drought indicators start to show in parts of the Corn Belt. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss in our Weekly Weather Update. More can be found online at https://www.ag-wx.com.

Wheat is dragging corn lower on Monday while the livestock sector is finding more support into the midday hour. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what is happening in the markets as we start the week.

Uncertainty is the name of the game right now when it comes to these grain and livestock markets. Weather, headline news risk, black swan events and so much more can be at play right now as planting season wraps up and summer growing season takes center stage. Chad Hart with Iowa State University joins us to share perspective on where the markets are at currently and what he is watching as we enter the month of June and look towards summer. Also, we start the show with a look at Friday's quiet market action with Mike Castle from StoneX in Segment One.

Friday is an overall quiet day in the markets with little fresh news to drive the trade into the weekend. We discuss a few of the headlines, weather risk and more with Mike Castle from StoneX.

On today's Market Talk, Susan Littlefield fills in for Jesse Allen and talks grain and livestock trade with Bryan Doherty from Total Farm Marketing. Also, it is the latest episode of Cattle Chatter with Brad Kooima from KKV Trading.

Grains are quietly higher on Thursday as the trade watches weather and trade talks between the U.S. and China. Meanwhile, what is trending in the fertilizer markets this week? Mike Castle, Senior Fertilizer Analyst at StoneX, joins us for Midday Commentary.

We saw a generally positive tone in the markets on Wednesday as corn, soybeans and cattle led the way. Mike Zuzolo with Global Commodity Analytics joins us to talk global and U.S. weather, charts, fundamentals, cycle highs in cattle and much more. Find more at https://www.globalcommresearch.com.

The grain and livestock trade is mostly higher at midweek with corn, soybeans and cattle showing the most strength. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary.

Markets are mixed at midday with a bit of green in the grain and livestock trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the early week trade action for Tuesday, June 3rd, 2025.

Can we actually use logic to make sense of some of these grain and livestock market moves here lately? We discuss that, weather scares in the markets, risk management and much more on today's show. Jacob Burks with AgMarket.net joins us for a conversation on this Tuesday, June 3rd, 2025.

Concern over comments by President Trump in regards to China, more SRE/RVO rumors and maybe some general end of the month fatigue all seemed to weigh on the markets Friday. Soybeans, soybean oil and cattle finished lower with spring wheat and lean hogs the bright spot. Mike Minor with Professional Ag Marketing joins us to discuss the week and month in the grain trade and we take a deep dive into the hog market as well on today's show. Find more online at https://www.professionalagmarketing.com.

As we close out the month of May and the week on Friday, more rumors of small refinery exemptions are seemingly impacting soybeans and soybean oil to the downside. Meanwhile, it is mostly quiet and mixed across the rest of the grain and livestock trade. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary for Friday, May 30th, 2025.

As we near the end of the month, we continue to see the corn market struggling to find any momentum to the upside. Wheat had a solid day higher again led by spring wheat while the cattle futures found some good support. Bryan Doherty with Total Farm Marketing joins us to discuss the trade on today's show. Find more at https://www.totalfarmmarketing.com. Also, it appears the cash cattle trade may be setting a new benchmark for cattle this week as Farm and Ranch Media's Susan Littlefield talks about it with Brad Kooima from Kooima Kooima and Varilek on the latest episode of Cattle Chatter.

A choppy day in the grain markets with mixed action elsewhere as we near the end of the week and month. Mike Castle, Senior Fertilizer Analyst at StoneX, joins us to discuss grains, macros and prices in the fertilizer markets in our Midday Commentary.

We saw a mixed to lower day in the markets on Wednesday with the soy complex under the most pressure along with more losses in cattle. Are soybeans gearing up for a move higher or lower as we enter June? Mike Zuzolo from Global Commodity Analytics recaps Wednesday's trade and walks us through his thoughts on the soy complex along with wheat, corn and livestock trade. More at https://www.globalcommresearch.com. Also, we hear from Mark Lucas of StoneX to kickoff the show in Segment One and in segment four, we hear a conversation with Farm and Ranch Media's Susan Littlefield and Allendale's Kyle Bumsted talking about the cattle market action seen this week so far, recorded at the close on Wednesday.

Wheat and cattle were under sizable pressure on Tuesday with better world weather and higher dollar at play for wheat and some unfounded rumors of New World Screwworm in the US seemingly playing a role in cattle. Meantime, corn and soybeans were quiet and choppy on the day Tuesday as we came back from the holiday weekend. Cory Bratland with AgMarket.net joins us to discuss. More at https://www.agmarket.net. May was an active month for weather across the US as spring planting got into full swing. We recap the month and take a look at what the June forecast has in store for us with Eric Snodgrass from Nutrien Ag Solutions in our Weekly Weather Update. Find more at https://www.ag-wx.com.

As we come out of the long holiday weekend, we find pressure across wheat and cattle futures to start the week. Meanwhile, the soy complex tries to hold some gains and corn appears to be searching for more direction. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss in our Market Talk Midday Commentary for Tuesday, May 27th, 2025. Please remember the risk of trading futures and options can be substantial.

It wasn't a bad week in the markets, especially in the grain trade, but Friday's dull close may have dampened spirits just a bit. Ted Seifried from Zaner Ag Hedge joins us for analysis and perspective on everything from the grain and livestock trade to thoughts on the overall economy heading into the Memorial Day weekend. Find more at https://www.zaner.com. Also on the show, we discuss the week in the trade, cash basis levels and much more with Bryan Irey from Crossroads Coop. Learn more at https://www.crossroadscoop.com. BONUS SEGMENT: At the end of the podcast, we recap the newly released Cattle on Feed report with Kyle Bumsted from Allendale who joins us to break down the numbers.

More tariff headlines from President Trump have seemed to play a role in some of our market trade on Friday as traders are also seemingly trying to quietly enter a three-day weekend. Arlan Suderman from StoneX joins us to look at grains, livestock and outside markets in our Midday Commentary.

We saw a mixed session in the grain and oilseed markets on Thursday with more pressure in soybean oil while cattle futures found some good support as we near the upcoming holiday weekend. Bryan Doherty with Total Farm Marketing joins us to discuss this week's action in the markets and share perspective as we look to close out the week. Learn more online at https://www.totalfarmmarketing.com. Also, it is this week's episode of Cattle Chatter as Farm and Ranch Media's Susan Littlefield is joined by Brad Kooima from Kooima Kooima Varilek (KKV Trading) out of Sioux Center, IA to discuss the action we have seen throughout the cattle trade this week. Learn more online as well by visiting https://www.kkvtrading.com.

It's a mixed bag of trade across grain and livestock futures as more RVO rumors swirl, impacting soybean oil, while cattle trade is finding solid support. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Thursday, May 22nd, 2025.

We saw the grain trade moderately higher at midweek with the question starting to be asked, are we building weather premium in the commodity markets? Mike Zuzolo with Global Commodity Analytics joins us to discuss what he is tracking in the grain complex, the latest ethanol numbers and what he is seeing in the cattle complex as well. Find more online by visiting https://www.globalcommresearch.com. Plus, we close the show in Segment Four with more perspective on building potential weather premium in the markets and thoughts on the choppy cattle trade with David Ericson from AgOptimus in Akron, IA. More online at https://www.agoptimus.com.

The soy complex is leading the way higher at midday on Wednesday, is it due to more rumors that we could see RVO news out from the EPA later this week before the holiday weekend? Wheat and corn are also following to the upside while it is a mixed day in livestock trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis in our Market Talk Midday Commentary for Wednesday, May 21st, 2025.

Wheat saw solid gains on Tuesday which seemed to help pull corn and soybeans to a mostly higher finish as well. Corn actually had a solid high range close on the day. Meantime, the cattle and hog complex trade mixed in overall quiet action. Brian Splitt with AgMarket.net joins us for a technical breakdown of recent market action and what to keep our eyes on as we near the end of the month of May. Find more at https://www.agmarket.net.

Wheat is the leader to the upside while the rest of the grain and livestock complex is trading mixed on Tuesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and perspective in our Midday Commentary for Tuesday, May 20th, 2025.

Grain markets found a little bit of technical support it seemed in Monday's trade while it was a mixed day in the livestock complex. What do we make of the early week action, how important are some of these rains in dry areas of the Plains and Corn Belt? John Heinberg with Total Farm Marketing joins us for analysis and perspective on today's program. Find more online at https://www.totalfarmmarketing.com. We've been talking about it for several months and the question remains, have we checked all the boxes for drought this summer in the Western Corn Belt and into the Plains? Also, more devastating tornadoes/severe weather and billion dollar rains for Nebraska over the weekend. Eric Snodgrass with Nutrien Ag Solutions joins us for our Weekly Weather Update. Find more online at https://www.ag-wx.com. Also in Segment Four, we welcome Jeff Peterson from Heartland Farm Partners to the show to discuss Monday's grain market action. We talk weather in the U.S. and heavy rains in Argentina, demand that remains solid and more. Find more details online by visiting https://www.hearlandfarmpartners.com.

There appears to be a bit of a technical bounce in the grains and oilseeds to start the week on Monday while it's mixed in the livestock sector. Farm and Ranch Media's Susan Littlefield steps in for Jesse on our Market Talk Midday Commentary and has a conversation with Arlan Suderman, Chief Commodities Economist at StoneX.

We saw the markets, for the most part, stabilize on Friday with some lower action in the grain trade while cattle found support into the weekend. How come this corn market can't seem to rally right now? Are we gearing up for a seasonal rally post planting? Jim Emter with Van Ahn & Company joins us to discuss all that and more on the show. More at https://www.vanahnco.com. And at the end of Friday's show, we get more analysis of this week's trade action as Farm and Ranch Media's Susan Littlefield talked with David Ericson from AgOptimus at the close of trade on Friday afternoon. Find more at https://agoptimus.com.

We see the soy complex stabilizing a bit to end the week after all the disappointment in the trade surrounding RVOs and more while corn remains quiet and wheat is slipping lower. Is that due to this week's Kansas wheat tour findings or profit taking? Plus, we talk about the latest Consumer Sentiment Index from the University of Michigan and a quiet bounce in cattle trade with Arlan Suderman from StoneX in our Market Talk Midday Commentary for Friday, May 16th, 2025.

Soybeans, soybean oil and cattle had a rough day on Thursday with heavy losses across those three markets. Wheat tried to find some more support with corn mixed and lean hogs higher. Bryan Doherty with Total Farm Marketing joins us to dissect this week's trade and share analysis. Find more online at https://www.totalfarmmarketing.com. Also, we have this week's Cattle Chatter episode with Susan Littlefield and Brad Kooima from KKV Trading in Segment Two as they look at the pullback in futures and what the cash trade is doing this week. More at https://www.kkvtrading.com. And we start the show with commentary from Arlan Suderman, Chief Commodities Economist at StoneX who joined us to discuss the market trade action at midday on Thursday.

We saw a choppy grain trade on Wednesday while cattle futures broke lower into the close. Is there any sort of weather premium in these grain and livestock markets right now? We discuss that, look at some key charts and discuss technical analysis with Mike Zuzolo from Global Commodity Analytics. More online at https://www.globalcommresearch.com. Also in Segment Four, we check in with Farm and Ranch Media's Susan Littlefield who had a conversation at Wednesday's close with Sue Martin from Ag and Investments for more market analysis.

The grain markets seem to be in a choppy pattern at midweek with wheat trying to lead the way higher. Also, it's looking like another week of rising fertilizer prices. Mike Castle, Senior Fertilizer Analyst with StoneX joins us to discuss in our Midday Commentary for Wednesday, May 14th, 2025.

Have we put the low in for this corn market? Is there any sort of weather premium in the grain complex as we roll through mid-May? Plus, what about this cattle market; is time to finally get hedged if you haven't been already? A lot of different questions and topics we explore across the grain and livestock trade today with Matt Bennett from AgMarket.net. Find more online at https://www.agmarket.net.

What did the May WASDE report have to offer for the grain trade on Monday? Apparently for starters, lower than expected corn and soybean ending stocks. Plus, how much impact did the US/China tariff news have on the markets to start the week? John Heinberg with Total Farm Marketing joins us to break it all down in our Monday conversation. Find more online by visiting https://www.totalfarmmarketing.com. There is plenty to touch on this week in terms of weather as it is warm and windy to start the week throughout the plains and western Corn Belt. More rain is being seen across the Southeast into the eastern Midwest and is there seriously snow potential for parts of the Northern Plains showing up in new model runs? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss on our Weekly Weather Update. Find more at https://www.ag-wx.com. Also, we close out the show and hear comments on Monday's trade action as Farm and Ranch Media's Susan Littlefield joins us to share a conversation with Sam Hudson from Cornbelt Marketing on today's program.

The May WASDE report is out, with lower than expected ending stocks for both corn and soybeans. We discuss that, the latest between the US and China and the strength in cattle tied to the latest news on New World Screwworm as Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary.

A busy end of the week show as we kick things off and talk everything from grain and livestock trade to bitcoin with Tommy Grisafi from Nesvick Trading and Ag Bull Media. Then, it is this week's episode of Cattle Chatter with Susan Littlefield and Brad Kooima followed by a conversation with Bryan Irey from Crossroads Coop. Finally, we close the show with an agronomic conversation as Tyler Harp from Syngenta joins us.

We saw the US and UK announce a trade deal on Thursday that does seem to be favorable towards agriculture, in particular ethanol and beef. However, the grain markets didn't seem to react much either way to the news while the cattle market found more support on Thursday. David Ericson with AgOptimus kicks off today's show with thoughts and perspective followed by an update on grains and fertilizer market volatility with Mike Castle from StoneX. Then, we close in the second half of the show with analysis from Bryan Doherty, Senior Market Advisor from Total Farm Marketing.

A trade deal has been announced between the US and the UK, but the ag markets are largely not showing much reaction to the news. We discuss that along with more volatility in the fertilizer markets with Mike Castle, Senior Fertilizer Analyst at StoneX, in our Midday Commentary for Thursday, May 8th, 2025.