Market Talk

Grain markets at midday Monday are feeling the support from the headlines of a U.S./China framework ahead of the scheduled meeting between President Trump and President Xi later this week. Meantime, cattle futures are locked limit lower with expanded trading limits. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Monday, October 27th, 2025.

The grain trade is relatively quiet on Friday as the outside markets digest new CPI and consumer sentiment data. Mike Castle with StoneX joins us to discuss in our Midday Commentary.

As we closed the week in the markets, we saw a quiet grain trade Friday after a very positive day across corn, soybeans and wheat on Thursday. The cattle markets also had another tough day to the downside on Friday amid more news headline impacts. Karen Braun, Chief Market Analyst for Zaner Ag Hedge, joins the show to discuss the week in the trade and take a deep dive on various trade data and more. Sign up for her newsletter: CLICK HERE Also on today's show, can we look at seed plot data across the country to give us an idea of what final yields could look like for corn and soybeans this year? Kevin McNew is Founder and Research Analyst with Quantum Hedging. He joins the show to discuss some of their models and data that could give us an understanding of what to expect for final yields across the Midwest in 2025. You can learn more online at https://quantum-hedging.com.

Thursday's grain and oilseed trade was full of strong, upside moves across the futures complex. Add in the moves in crude oil and we had a mostly "risk-on" trading day across commodities. Bryan Doherty with Total Farm Marketing joins us to discuss the technical picture and provide some perspective on cattle and dairy markets to close out the week. Learn more online at https://www.totalfarmmarketing.com. Also, there's been plenty of outside noise in this week's cattle market. President Trump's midweek comments on cattle gave both the market and producers a boost of energy. On this week's Cattle Chatter Brad Kooima with Kooima Kooima Varilek breaks down the pressuring factors facing the industry. Cash continues to hold strong despite the volatility, and as Kooima reminds, "we can't change supply in the next 150 days." A bit of a Thursday bounce added optimism, but long-term speculators are questioning how much pressure Brazil, tariffs, and the ongoing border closure with Mexico will continue to weigh on market movement.

Mike Castle from StoneX joins us for our Thursday Midday Commentary to discuss oil prices, potential impacts of Russian oil sanctions on fertilizer markets and some stats and perspective on the cattle market at midday Thursday.

More comments on social media from President Trump at midday Wednesday added more selling pressure through both live and feeder cattle futures markets. As pushback continues to mount from beef industry stakeholders and ranchers, are we starting to see the end of the bull run in cattle? Also, what are we needing to keep an eye on this week across the grains and oilseeds after a quiet day on Wednesday? Mike Zuzolo with Global Commodity Analytics joins us for a conversation. Find more online as well by visiting https://www.globalcommresearch.com.

Grain markets have been quietly higher on Wednesday while cattle futures are under pressure amid more rumors on Trump administration plans for beef prices, etc. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

Gold and silver are crashing hard on Tuesday while grain markets are quiet and cattle futures push quietly higher. We dive into some of the headlines affecting the markets and examine the charts/technical picture in cattle, corn, soybeans and more. Brian Splitt with AgMarket.net joins us today for a conversation. Find more at https://www.agmarket.net.

It's another mixed day in the grain and livestock trade on Tuesday as markets seem to be drifting and waiting on the next set of headlines. Arlan Suderman with StoneX joins us for analysis and commentary.

We saw some rebound in cattle futures prices on Monday after huge losses on Friday tied to Trump Administration plans to lower beef prices by importing Argentine beef. What impacts from a futures/cash market perspective should we be watching for? Also, soybeans had a strong day on Monday. We break it all down with John Heinberg from Total Farm Marketing on today's show. More at https://www.totalfarmmarketing.com. Many areas of the Midwest got timely, beneficial rains this past weekend that may have slowed harvest but helped with soil moisture. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss that, the pattern moving forward and some weather features to watch around the globe. More at https://www.ag-wx.com.

We see mixed action in grain and livestock trade with soybeans higher and cattle markets digesting news from the Trump Administration about beef imports from Argentina to try and lower the price of beef. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss.

Headlines and comments made by President Trump are having a positive effect on grain markets and a negative effect on cattle trade through midday Friday. We discuss the market action and talk with Arlan Suderman from StoneX in our Midday Commentary.

With so much talk about how much corn was planted in 2025 and where things stand with commodity prices, it begs the question: what does the acreage mix look like in the U.S. for 2026? David Widmar with Agricultural Economic Insights joins us to discuss that, U.S./China relations, global grain flows and more. Learn more at https://www.aei.ag. Also, a healthy and clean 2026 crop starts right now with fall burn down and application. Fall-applied residual herbicides can enhance the management of resistant weeds, improve the potential for an earlier spring start, and increase planting flexibility. We discuss that and have an agronomic conversation with Will Griffin, row crop segment manager for Valent U.S.A., on the show.

We found another quiet trading day overall on Thursday, with a little bit of support in corn and soybeans amid a lack of farmer selling in the cash market, uncertainty surrounding final yields in corn and more. Bryan Doherty with Total Farm Marketing joins us to discuss on today's program, powered by John Deere. Learn more at https://www.totalfarmmarketing.com. Also on today's show, is the cattle market overbought? That's the big question this week as feeder cattle showed strength for much of the trade, while markets wait for the cash to fully develop. On this week's Cattle Chatter, powered by John Deere, Brad Kooima with Kooima Kooima Varilek breaks down whether the demand wall has been hit and if upcoming holiday buying could lend support heading into November. He also touches on continued frustration over the government shutdown, renewed discussions about the New World Screwworm, and an interesting connection between the gold and cattle markets.

We see a solid day overall in the grain markets on Thursday with some good strength returning to cattle futures also. Arlan Suderman from StoneX joined us to discuss in our Midday Commentary for Thursday.

Even with a quieter tone, there is a lot under the surface to look at in the commodity and livestock trade this week. Spreads, technical indicators, geopolitics and so much more are having an influence. Mike Zuzolo with Global Commodity Analytics joins us to break down what he is seeing in this week's ag market trade. More at https://www.globalcommresearch.com. Also, we hear from Ryan More at StoneX to open the show and take a look at ag news headlines to close out the program. Today's show powered by John Deere Operations Center. Find more at https://www.deere.com.

Grain markets are quiet and choppy again at midweek while harvest rolls along. We did get a new NOPA crush report out this morning; what did that have to tell us? Ryan Moe, Regional Director at StoneX, joins us for our Midday Commentary.

It was another quiet day of trade in the grains and oilseeds on Tuesday as the markets search for fresh news while harvest rolls along. Meanwhile, cattle futures again shot higher led by feeders on the day. Cory Bratland with AgMarket.net joins us for technical analysis and perspective on the show. Learn more online at https://www.agmarket.net. Also on the show today, while trade action is quiet in the grain markets, outside markets like gold and silver continue to be on fire along with the cattle complex setting more new highs on Tuesday. We have a conversation about this week's market trends and more with Tommy Grisafi from ⁨@agbullmedia⁩ and Nesvick Trading on today's show. Learn more at https://www.agbull.com.

We see a quiet grain trade at midday on Tuesday with more strength in the cattle complex. Also, the topic of ship and port fees is on people's minds as those go into effect. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary.

We saw a quiet grain market trade to start the week on Monday with more strength in livestock futures. Should we be concerned though with potential downside risk, particularly in the corn market? John Heinberg with Total Farm Marketing joins us to discuss and run through Monday's market action. Find more online at https://www.totalfarmmarketing.com. The weather situation across most of the country has been warm and dry for harvest season so far. But, could we start to see more fall-like weather incoming as we look to the back half of October? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss in our Weekly Weather Update. Find more online at https://www.ag-wx.com.

Markets are fairly quiet to start the week on Monday as more fallout with China and rare Earth minerals continues to be a talking point for the broader market picture. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

Friday's markets took a turn to the downside after President Trump posted on Truth Social that there is now no reason to meet with Chinese President Xi Jinping and that he is weighing "massive increases" in tariffs on Chinese imports. This in response to the Chinese government's announcement of new trade limits on crucial rare earth elements and related technologies. Soybeans were hit the hardest on Friday's trade while cattle ended up rallying into the green. Ted Seifried with Zaner Ag Hedge joins us to discuss and wrap up the week in the market trade. More at https://www.zaner.com. As harvest season rolls along, we sit down to discuss fall fieldwork considerations including nitrogen management. We also take a look at how best to prepare for 2026. Adam Millang, retail sales agronomist for Brevant seeds in Iowa and Andrew Luzum, nitrogen stabilizers strategic account manager for Corteva Agriscience, join us for a conversation. More at https://www.brevant.com. Today's program powered by John Deere.

President Donald Trump has said that there is now no reason to meet with Chinese President Xi Jinping and that he is weighing "massive increases" in tariffs on Chinese imports, according to a social media post on Friday. This after the Chinese government's announcement of new trade limits on crucial rare earth elements and related technologies. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the immediate market reaction to Trump's statement and more in our Midday Commentary.

We saw another quiet day overall in the grain trade on Thursday as the markets continue to pursue any sort of fresh news. Meantime, feeder cattle continue to move higher this week while the dairy market continues to be a "broken record" according to Bryan Doherty with Total Farm Marketing. He joins us today to talk about this week's market action. Find more online by visiting https://www.totalfarmmarketing.com. We saw the feeder cattle market continue it's rocketship ride this week with a fourth higher day in a row, leading live cattle and the ag markets overall. In the grain trade, it was another quiet day with a lack of fresh news. Brian Grete with ⁨@commstockinvestments⁩ joins us on the show today to discuss the grain markets, geopolitics/farmer aid rumors, the strength in cattle and more. Find more online as well at https://www.commstock.com. Feeders once again led the trade today, showing strength amid continued market uncertainty. On this week's Cattle Chatter, powered by John Deere, Brad Kooima with Kooima Kooima Varilek breaks down the renewed jump in the feeder market and ongoing pressure to open the border with Mexico — even after another case of New World Screwworm was discovered just 170 miles away. He also looks at what kind of market movement could follow the recent tariff discussions between the U.S. and Brazil. Meanwhile, pressure remains on the cash market to perform after Thursday's trade closed $1 higher. More online at https://www.kkvtrading.com.

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Grain markets are mostly quiet once again today as we drift around without much fresh news for traders. Meantime, the cattle market continues to find strong support on Thursday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

Susan Littlefield sits in today for Jesse and she has market conversations with Mike Zuzolo from Global Commodity Analytics, Arlan Suderman from StoneX and Jeff Peterson with Heartland Farm Partners on today's show, powered by John Deere.

Soybeans are quietly higher at midweek while cattle futures continue to show more strength, looking at three higher days in a row on Wednesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Wednesday, October 8th, 2025.

Tuesday's market trade action was mostly quiet and mixed as the grain markets look for fresh news and livestock chopped around a bit on the day. We get thoughts and perspective on the early week market action with Jacob Burks from AgMarket.net. We also get bonus analysis from Sue Martin with Ag & Investments in Clarion, IA. Learn more online by visiting https://www.agandinvestments.com. And we start the show with John Deere, who has recently rolled out some exciting new products in their hay and forage space. We learn about new products and discuss the customer experience with new tech from John Deere as Kaylene Ballesteros, Hay and Forage Marketing Manager, joins us to share more. Find more online at https://www.deere.com.

We see more mixed action in the grain and livestock trade at midday Tuesday, as we await a potential announcement from the Trump Administration on farmer aid. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss today's market action.

Grain markets were quiet to start the week on Monday while cattle futures had a strong upside day. We talk about market uncertainty with a lack of government reports, looking at market fundamentals and more with John Heinberg from Total Farm Marketing. More online at https://www.totalfarmmarketing.com. Also, we see some rain potential in the forecast for dry areas of the Midwest and mid-south early this week while new long-range weather models for winter indicate the possibility of a drought busting pattern. Eric Snodgrass from Nutrien Ag Solutions joins us to discuss all of that and more on our Weekly Weather Update for Monday, October 6th, 2025. More at https://www.ag-wx.com.

Markets are quietly mixed to start the week as the government shutdown continues, farmer aid announcements are reportedly on the way and more. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary for Monday, October 6th, 2025.

As we wrap up the week and get fully into October, we take a broad look at where things stand in the grain and livestock markets with Chad Hart from Iowa State University. We discuss seasonal harvest pressure in the markets, headline news influence, livestock market action and more as we close out with a quiet trading day on Friday. Also in Segment Four, dairy farmers from New Zealand spent time at World Dairy Expo to learn more about technologies used in the states and share their story as well. We learn more with our own Susan Littlefield to close out the show.

Markets are quietly mixed to higher as we look to close out the week of trade. Arlan Suderman, Chief Commodities Economist at StoneX joins us for our Midday Commentary with thoughts on USDA suspending its October WASDE Report, a potential farm bailout and more.

We saw another higher day in the grains and oilseeds on Thursday as the early October winning streak continues. Meantime, it was a lower day in the livestock trade with feeder cattle futures down sharply to close the session. On today's show, we put an emphasis on controlling the factors you can control and looking at market fundamentals. Bryan Doherty with Total Farm Marketing joins us in Segment Three followed by David Brock from The Brock Report in Segment Four. Before all of that, we have this week's Cattle Chatter conversation with Susan Littlefield and Brad Kooima from KKV Trading in Segment Two and we hear from Arlan Suderman of StoneX in our opening segment of the show, powered by John Deere Operations Center.

We see mixed to higher action in Thursday's grain trade with pressure in cattle. Arlan Suderman from StoneX joins us to discuss their latest customer survey, potential of a Trump/Xi meeting later this month and more in our Midday Commentary.

Soybeans saw a late session rally to start the month of October on a good note while corn also ended in the green on Wednesday. Was the soybean rally partially due to reports of a meeting between President Trump and President Xi of China later in October (at least according to a social media post from President Trump)? Or was there something else at play in the midweek rally? Also, what should we expect in the cattle complex heading into October? Mike Zuzolo with Global Commodity Analytics joins us to break it all down on today's show. More at https://www.globalcommresearch.com.

We saw mixed action in the markets at midday on Wednesday. Arlan Suderman from StoneX joined us to discuss grains, livestock and the government shutdown in our Midday Commentary.

USDA released the Quarterly Grain Stocks and Small Grains Summary reports on Tuesday, showing more bearish news for the corn and wheat markets overall. What do these numbers mean for the grain complex moving forward? Could some of these numbers have an impact on livestock markets as well, especially considering feed usage? Tyler Schau with AgMarket.net joins us today to recap the reports and share analysis and perspective on the show. Learn more at https://www.agmarket.net.  

The latest Quarterly Grain Stocks and annual Small Grains Summary reports are here from USDA. We get a recap and analysis of the numbers with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

Ahead of the end of the month, end of the fiscal quarter and Tuesday's Quarterly Grain Stocks and Small Grains Summary reports from USDA, we had a fairly quiet and calm market trade to start the week. Grains chopped in a narrow range while livestock were mixed to lower. John Heinberg from Total Farm Marketing joins us to discuss on today's show. Learn more online at https://www.totalfarmmarketing.com. As we flip the calendar to October, it appears we are going to have another week or so of wide open harvest weather across much of the Midwest. What impacts could we see from Tropical Storm Imelda in the Southeastern U.S. along with a potential pattern shift in mid-October? Eric Snodgrass with Nutrien Ag Solutions joins us for our Weekly Weather Update to discuss U.S. weather and offer some updates on weather in South America. Learn more online at https://www.ag-wx.com. We also start the show today with market reaction from Monday's trade and have a conversation with Tyler Schau from AgMarket.net in Segment One.