Rural Radio Network - The Final Bell
8-11-22 • Weather heating up-brings crop concerns • Need to check more than from roads • Cattle on the cash side finally coming to work • Can cash hold or will it move higher • Spike in commodities after midterm elections • WASDE • Basis
8-9-22 • Weather issues • Season of yield guesses • DTN Yield tour estimates • WASDE • Ships leaving Ukraine-corn isn't good • Crop conditions vary across the Midwest • Some buying on the exports • Basis talk in the country
8-5-22 • Jobs report was positive-but is that a review mirror • Weather issues still brewing • Production potential taking over the markets • Moving to more of an inside trade • Europe weather issues • South American crop already priced in • Chinese demand becoming old news • What's coming up in the markets for China? • Dairy update
8-4-22 China buying US beans Cheapest beans right now in the world Will basis be strong west of the Missouri River the next 14 months? Size of the crops WCB ECB Weather models Jobs report out on Friday Weekend pressure on the trade for Sunday night into Monday Feedstocks ever change-is Darren friendly?
8-3-22 • Way to warm overnight for corn • Weather pattern & its effects on the crops • StoneX Customer survey yield estimates for August • Grain movement out of Ukraine • Protein sector seeing shift in product demand • China suspended trade with Taiwan
7-29-22 July-did it tell us anything? Weather concerns Ukraine & grain movement Acreage report concerns? Livestock finish the week with green Cattle traded lower most of the week Bellies see some good trade this week North/South Discounts
7-28-22 *How would you describe the corn and soybean markets at this time? *What amount of the corn and soybean production is too dry? *What do you think the national yield is doing on corn and soybeans? *How is the ethanol demand holding up? *Is the corn and soybean export demand doing okay? * How does the weather forecast looks? *What happens if the weather forecast changes?
7-26-22 • Have had a recent negative feel to the trade until recently • Is the bounce that can have some stamina? • Beans close above the 200-day moving average • Weather • Is wheat along for the ride? • Friendly picture for cattle
7-25-22 • Grains are up • Price action where do we go from here • Ukraine/Russia trade deals • Sharp reversal in the dollar • Weekly exports • COF Inventory reports of Friday • Is there some pushback for the livestock?
7-20-22 Beef is the highest it's been since Nov 30 Huge kill last week However, supply imbalance in the south COF & Inventory report out on Friday Hogs have a huge gap Grains betting on the weather
7-18-22 • Middle of the road session • Weather is on the forefront of everyone's mind • Nebraska is in the bullseye • Will they be the needle mover? • Cow/heifer sales continue to move upward • Positives in the next few months
7-14-22 *How would you describe the market action in the corn and soybean markets? *Were there any surprises from the WASDE report earlier this week? *Is our corn export demand holding up okay? *What does ethanol production look like? *How does our soybean export demand look? *What does the US weather look like to You?
7-8-22 • Bullish relief in the grains finally • Weather & rain in the ECB • Long term weather forecast • Fears of outside markets hasn't gone away • Market is getting a reminder of Ukraine problems • Tuesday's WASDE Report
7-1-22 • Mass selloff in the grains • Very little carryout in the grains • Cattle is it end of month new month positioning • Dryness in the plains does that bring feeders to town earlier? • North stronger than the south • Spillover support? • Drought monitor
6-30-22 *How did the planted acreage survey look to you? *Will there be any additional changes to acres down the road? *How were the planted acreage numbers created? *How were the quarterly stocks numbers created? *What did the quarterly stocks look like to you? *Any surprises overall in the stocks overall? *How do you use the planted acreage numbers and quarterly stocks report numbers? *What affects the corn and soybean markets going forward?
6-29-22 • BIG report out tomorrow-a lot of assumptions • Export trade • Basis • End of month, end of physical quarter • Holiday weekend • Open interest is down • Is it still to pricey to raise hogs in China? • How tight are the numbers in the north?
6-28-22 • Holding pattern until Thursday report • Fundamentals are still the same • Acreage report on Thursday-how much effect? • Milo is being mentioned ahead of report • Is the trade watching the forecast? • Post-harvest for South America • Are we waiting on the cash cattle trade?
6-24-22 • Cotton activity • Beans turn themselves around • Any improvements in weekly export numbers? • Do weekend holidays make the markets nervous? • How does this week's markets compare to a year ago? • June planted acreage estimates
6-21-21 • Back from a holiday weekend & wheat had struggles • Delay of export numbers & crop progress • Weather market continues • Grain & Ukraine • Cattle weights with heat • Hog slaughter is down
6-20-22 • Markets closed for Juneteenth • Look at outside market influence on the trade • Paris Wheat-Palm oil • Ukraine grain movement • How does Ukraine work into this fall? • Locking in inputs for the '23 crop • We had some weakness on Friday on the trade • Weather will be an influence • Stay disciplined in the market • Heat & livestock
6-10-22 • Quiet a move in the cattle market over the past couple of weeks • What's on the horizon for cattle that might not be friendly • Friday WASDE report any surprises • Getting those grains locked in • Cattle weights • Consumer weigh in on higher prices
Mike Zuzolo, Global Commodity Analytics, joins the Fontanelle Final Bell on Thursday to discuss the upcoming WASDE report on Friday. Zuzolo also highlights the global supply and demand that is continuing to push commodities higher. Not to be left out China continues to be a critical point for demand for global commodities and price direction.
6-7-22 • WASDE Friday • Energy markets • Crop progress • Ethanol & gas prices • Ukraine/Russia Pressure Turkey/NATO • Cattle Cutouts are starting to rise • Weights are picking up again • Packer profitability • Technical on the cattle • Hogs will have to move higher • Exports for hogs down again
6-6-22 • Higher numbers • Wheat market takes a jump coming out of the weekend • Crop conditions will be good in tonight's report • Weekly Export numbers • South Korea opens up for U.S. pork • Lower drop in cattle market-grain pressure
6-3-22 · Large unwind we have seen on long corn vs. soybeans · What has corn done when looking at the charts · What are some sales thoughts going into summer? · What about the 2023 crop with insurance levels? · Ukraine & Russia talk with grain movements
6-2-22 Chad Moyer hosted the Thursday Fontanelle Final Bell... - the impact of Russia's "offer" to ship grain - corn value is Brazil surprisingly weakens - soybeans strength on energy - thoughts on the positive turn in cattle futures
5-26-22 *What are the main factors currently affecting the corn and soybean markets? *How is the 2nd corn crop in Brazil doing? *What affect on the corn market will Brazil being able to sell to china have? * How is planting going in Ukraine? *What do you think happens with Russia saying they are willing to establish a grain corridor out of Ukraine? *How are you feeling about the planting progress in the United State? *What did you think of the US government saying they will let farmers plant on CRP ground that is in the final year?
Mike Zuzolo, Global Commodity Analytics, joins the Fontanelle Final Bell Tuesday after a mixed to mostly lower session for the grains. The Macro market is currently playing a large role in the market as technical indicators are pushing sellers to sell the market. Zuzolo also highlights why commodities are center stage in the World Economic Forum.
5-23-22 • Planting progress this afternoon • Mixed markets for the grains today • Slow export numbers • Ethanol markets have been rangebound • Cattle on feed report from Friday • Memorial Day already factored into the markets • Cash sales early this week?