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Day Two of our coverage of NAFB's Trade Talk begins with conversations recorded Michael Meil and Wade Simpson of Ag Resource Management, Karl Wyant of Nutrien, Matt Sowder of Mosaic Biosciences, and Nick Luett of RCIS.See omnystudio.com/listener for privacy information.
S&P Futures are ticking higher this morning as the market is prepare for a shortened trading session today. Retail stocks will be in focus today as the media will be covering shopping trends this morning. NVDA is lower this morning due to delays in chip production. PMI Data set for release this morning shortly after the market opens. European stocks are mainly positive and oil prices are mixed this morning.
We wrap up this two-day coverage of NAFB's Trade Talk with conversations with Sean O'Toole of CHS Hedging, Emily Skor of Growth Energy, Zach Carlson of Sound Ag, Erica Strittmatter of Bayer, and James Shurts of Great Plains.See omnystudio.com/listener for privacy information.
Happy Thanksgiving! Chip Flory traveled to Kansas City last week for NAFB's annual Trade Talk event. There, he recorded many conversations and we bring them to you throughout the next four AgriTalk shows. This first collection features Liz Knutsen of Pioneer, Brad Doyle of ASA, Mac Marshall of USB and Mark Kitt of Syngenta.See omnystudio.com/listener for privacy information.
Our coverage of NAFB's Trade Talk continues with conversations Chip Flory recorded with Ron Geis of Corteva, Mike DiPaola of Taranis, Jim Talbert of Helena and Craig Dick of Phospholutions.See omnystudio.com/listener for privacy information.
S&P Futures are ticking higher this morning. NVDA is trading higher on strong earnings despite forward concerns on sales to China. Altman is back at OPEN AI with a new board. New board members qualifications are weak. Israel bows to intl pressure and will exchange prisoners for hostages. NVDA beat on very high expectations, DE beat, but is moving lower on forward guidance. European stocks are mostly higher and oil prices are edging lower this morning ahead of this morning oil stockpiles report and concerns about the OPEC meeting which starts on Friday.
Locked On Giants – Daily Podcast On The San Francisco Giants
The San Francisco Giants are in desperate need of offensive upgrades. The problem? Besides Shohei Ohtani (and a few others a significant tier below), there aren't many attractive bats for the SF Giants to target in free agency. As such, the Giants may need to go the trade route in order to upgrade their lineup. Defense is also a need and a focus, not just ability at the plate. MLB Trade Rumors' Top 25 Offseason Trade Candidates list is parsed through. Which players are potential fits for the Giants, and why? There are certain players on the list, such as Juan Soto, who are generational talents at the plate, but liabilities in the field. Do those types fit what the SF Giants want and need? Or do the Giants need to target players with a more rounded skillset, those who can contribute at the plate while also contributing in the field. San Francisco Giants president of baseball operations Farhan Zaidi has talked about the Giants' need to improve defensively in the outfield, particularly in center field. So players like Trent Grisham, Luis Robert, and Tommy Edman stand out in that regard. The Giants would also like to acquire some shortstop insurance in case Marco Luciano struggles, which again makes Edman a fit. Ha-Seong Kim is another. The versatility of both players in an added bonus. Find and follow Locked On Giants on your favorite podcast platforms:
On Tuesday, we saw the grains mostly higher in a somewhat quiet trading day. Soybeans did finish well off session highs though while livestock traded lower. We discuss risk management during a holiday week, December options expiration and more with Tyler Schau from AgMarket.net on today's show. Learn more online by visiting https://www.agmarket.net. Also, we head back to NAFB Convention last week and listen back to interviews during Trade Talk with Caleb Quinlan from Brevant Seeds and Liz Knutson from Pioneer. Today's program brought to you in part by Growmark/FS; learn more online at https://www.fssystem.com.
Trade is a complicated matter and when issues arise between two partners the answers aren't always easy. Nathan Kauffman is an economist with the Federal Reserve of Kansas City's Omaha branch. His insight on Mexico reveals the complications around GM corn, labor and products that flow between the two countries.
S&P Futures are ticking lower this morning. Key events for today are the release of the Feds Meeting minutes and the earnings report from Nivida. MRK is buying Caraway Therapeutics for up to $610m. EU car registrations were up 14.6% in October. This morning we have earnings beats from BIDU, BURL, DY, HIBB, IQ, J, KC & MDT. European stocks are mixed to lower and oil prices are edging lower this morning.
Trade rumours have been surrounding the Calgary Flames this week. Nikita Zadorov has asked for a trade and Noah Hanifin and Chris Tanev are rumoured to be on the trade block as well. Dan is back this week and the guys discuss these trades if their thoughts on Jonathan Huberdeau and Nazem Kadri have changed and their thoughts on the new Calgary Wranglers' "Outlaw" third jersey featuring Blasty.
S&P Futures are slightly higher this morning. BA & MSFT are seeing strong gains in the pre-market. Sam Alman was pushed out at Open AI on Friday, over the weekend it was announced that he is joining MSFT. Market will be focused on tomorrows release of the Fed's meeting minutes and on upcoming earnings from A, KEYS, KSS, ANF, AEO, UQ, BURL, DKS BBY, ADI, MDT, LOW & NVDA. European stocks are mixed to lower and oil prices are edging higher this morning.
S&P Futures are trading modestly higher this morning. Possible rate cuts remain a key focus for the markets. Economic data is supportive of rate cuts Fed members are not. FOMC officials stick to the script of possible rate hikes, markets are pricing in a 40% chance of a rate cut in March. Retail stocks in focus this morn, GPS delivered a strong earnings report BABA is weak due to U.S. curbs on chip sales affecting its AI development. President Biden signed the temporary spending bill that was passed by the House & Senate this week. European stocks are higher and oil prices are edging higher this morning.
Dalton Trigg previews the Dallas Mavericks' Saturday night matchup with Giannis Antetokounmpo, Damian Lillard and the Milwaukee Bucks. Luka Doncic and Kyrie Irving will both be playing, so we are in for a star-studded affair this weekend. Also, why does Los Angeles Lakers media insist on making Irving-to-LA a thing? If anything, LeBron James to Dallas makes more sense from a winning perspective. Listen to all of these topics and more! Learn more about your ad choices. Visit podcastchoices.com/adchoices
We have a jam packed show from day two of the NAFB Convention in Kansas City today. We start with a conversation about Earth Optics and how they can help farmers as their CEO Lars Dyrud joins us. In Segment Two, we discuss the grain and oilseed markets and risk management with Stephen Nicholson from Rabobank. In Segment Three today, we talk the fall in soybeans and cattle while corn had a good day with Bryan Doherty from Total Farm Marketing. And in Segment Four, we catch up with Clay Creighton from Agoro Carbon Alliance during Trade Talk at NAFB. Today's show brought to you in part by Growmark/FS; learn more at https://www.fssystem.com.
S&P Futures are flat to lower this morning ahead of economic/earnings releases and a significant amount of Fed Speak. resident Biden met with China's President yesterday. Key economic data point for today will the Industrial Production report. Earning reports remain in focus, CWCO & PANW are lower this morning, yet both mgmt teams were positive in the earnings calls. WMT is lower after delivering an eps beat. Today we have an elevated number of Fed officials speaking. Thye are likely to stick to the script of waiting on data and refrain from commenting future rate cuts. European stocks are mixed to lower and oil prices are edging lower this morning.
(00:00) Draymond Green was suspended 5 games for fight. Was this the right number of games? (16:12) Lamar Jackson has struggled to throw deep the past 3 games. Can he unlock the deep ball and go on a run? (31:45) Should the Lakers move on from Anthony Davis? Learn more about your ad choices. Visit megaphone.fm/adchoices
Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify, Google Podcasts and wherever else you listen to podcasts We've got buy low (2:15) and sell high (13:40) players for you to consider. Is DeVonta Smith about to have a big finish? Should trade all of your Dolphins before it's too late? We also react to the Deshaun Watson news (10:45) as it breaks ... News and notes (20:55) and a lot of schedule talk. We tell you which players have the best schedules (27:30) and which players have the worst schedules (36:30) going forward and into the Fantasy playoffs. Justin Fields, Brock Purdy and Bijan Robinson are set up for success, Ken Walker, Saquon Barkley and Trevor Lawrence have tough schedules. And there are many, many more we discuss! ... Previewing Bengals-Ravens (51:00)! Start or Sit Joe Burrow this week? Tyler Boyd? Keaton Mitchell? Joe Mixon? ... Email us at fantasyfootball@cbsi.com SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 SUBSCRIBE to FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr, @ctowerscbs Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday Get 20% off Fantasy Football Today merch: https://store.cbssports.com/collections/fantasy-football-today%20?utm_source=podcast-apple-com&utm_medium=web&utm_campaign=buy-our-merch&utm_content=fantasy-football-collection Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
S&P Futures are extending their gains from yesterday. Retail Sales & the PPI release will be in focus this morning. Markets will also be paying attention to Presidents Biden & Xi meeting. TGT & JD delivered beats; AAP missed. Economic calendar is getting lighter, which should support the recent leg higher in the equities markets. European stocks continue to climb higher and oil prices are edging lower ahead of today stockpile reports.
S&P Futures are flat to higher this morning. Markets are awaiting the release of the latest CPI data. Presidents Biden & Xi are schedule to meet tomorrow in San Francisco. earnings from HD beat estimates, yet sales appear to be slowing. In Europe, markets are trading flat to higher. Oil prices are edging higher, but near-term demand remains a question market as the IEA report was less bullish than yesterday's OPEC report.
S&P Futures are flat to lower this morning. Rating agency Moody's changed its outlook on the United States to negative, but the AAA rating remains in place for now. Boeing announced a host of new orders from the Dubai Airshow this morning. An inflation reading is due out tomorrow morning (CPI). Later this week, the U.S. & China leaders will be meeting at a summit in San Francisco to strengthen ties. In Europe, markets are trading higher. Oil prices are flat to higher this morning ahead of the release of the OPEC monthly oil report and the release of Stockpiles data.
S&P Futures are slightly lower this morning. Markets weakness is due to Fed Chair Powell's hawkish comments, yet markets are not expecting a rate hike in December. Powells hawkish narrative was echoed by other cental bankers. Next Fed meeting is Dec 13th and according to the CEM fedWatch tool, odds are 85% that there will not be a rate hike. The U.S. arm of China's biggest bank suffered a cyber-attack. In Europe, markets are trading lower. Oil prices are higher as Saudi Arabia's Energy Minister indicates his belief that the recent sell off is due to speculators and not demand.
S&P Futures are positive this morning. Disney's positive earnings release along with the announcement that the movie studios & actors have reached an agreement to end the months long strike helping the markets this morning. Fed Chair Jerome Powell will be participating i a panel discussion today - it is expected that he will stick to his script that no decision has been made on rates and that the Fed is data dependent. CPI data out of China was weak but fell withing expectations. In Europe, markets are moving higher. Oil prices are rebounding but still significantly lower on the week.
S&P Futures are flat to higher this morning. Markets are focused on Fed Chairman Powell this morning. He is scheduled to deliver opening remarks at a conference this morning and may refrain from commenting directly on Fed policy. DIS is releasing earning after the bell. Democratics won key races in off-year elections. No progress is being made on the Debt Ceiling bill as the Nov 17 deadline approaches. In Europe, markets are moving lower, German industrial output fell. Oil prices are falling due to economic reports out of China.
Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify, Google Podcasts and wherever else you listen to podcasts As trade deadlines approach, now is the time to buy low (1:50) and sell high (10:30)! Yes, Davante Adams is still a buy low, and Brock Purdy could have a strong finish. Does D.K. Metcalf's favorable schedule mean he is a buy low as well? We also tell you who to sell high on and debate if the Dolphins players are going to struggle against tough matchups in the Fantasy postseason ... News and notes (19:50), Name That Player (22:15) and we preview Panthers-Bears (30:10). How confident are we in the Bears passing game this week? Start Justin Fields if he plays? Do we trust any running backs in this game? ... Ranking players rest of season (44:00) including De'Von Achane, Alvin Kamara, Nico Collins, Justin Jefferson, Amari Cooper and Jahmyr Gibbs. Then we read your emails (49:30) and we finish with the 2023 All-Bust Team (57:15)! Did Bijan Robinson make the list? ... Your emails at fantasyfootball@cbsi.com SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 SUBSCRIBE to FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr, @ctowerscbs Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday Get 20% off Fantasy Football Today merch: https://store.cbssports.com/collections/fantasy-football-today%20?utm_source=podcast-apple-com&utm_medium=web&utm_campaign=buy-our-merch&utm_content=fantasy-football-collection Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
S&P Futures are weakening this morning. Economic data for today includes U.S. Trade Balance and consumer credit, but it's the Fed speak that most traders will be paying attention to. Late yesterday, Minn Fed Neel Kashkari made it clear that he is not ruling out another rate hike. There are multiple Fed officials speaking today and it is unlikely that they will pivot from their positions on interest rates. In Europe, markets are moving lower, German industrial output fell. Oil prices are falling due to economic reports out of China.
S&P Futures are displaying slight gains this morning as sentiment remains positive as markets indicate that the Federal Reserve is done raising rates. Key economic data point for today will happen in the afternoon with the senior loan officer survey. After the bell today earning announcements are expected from NXPI, IFF, CE & SWAV. Israel's Netanyahu rejecting calls for a ceasefire. In Europe, markets are displaying some weakness due to the falling business activity in the Eurozone. Oil prices are higher as Saudi Arabia and Russia look to extend production curbs in December.
Kevin and Thom with a bit more on the Sweat and Young trades. The boys discussed Mike Florio hearing Washington will make a run at Bill Belichick in 2024. Thom had his Commanders-Pats prediction and Kevin's "You Heard It Here First" bold prediction was a major college football upset on Saturday.
Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify, Google Podcasts and wherever else you listen to podcasts Getting right into it with our favorite buy low candidates! Heath wants to buy Davante Adams even if Aidan O'Connell becomes the Raiders quarterback. Is it also time to buy Chris Olave? And can you win your Fantasy league if you don't have a great QB (8:26)? We also talk about our favorite sell high players (14:50) and at least bring up the possibility of trading Travis Etienne (20:40) ... News and notes (27:50) on the Raiders and more, then we preview Titans-Steelers (32:00). Do we trust DeAndre Hopkins, Diontae Johnson or George Pickens this week? ... Let's play Fantasy Jeopardy (42:55)! It comes down to the the wire on this week's edition. Then we take another look at the Most Traded list (52:10) and talk Tee Higgins, Calvin Ridley and many more ... Your emails at fantasyfootball@cbsi.com SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 SUBSCRIBE to FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr, @ctowerscbs Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday Get 20% off Fantasy Football Today merch: https://store.cbssports.com/collections/fantasy-football-today%20?utm_source=podcast-apple-com&utm_medium=web&utm_campaign=buy-our-merch&utm_content=fantasy-football-collection Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Kevin on the Wizards' season opener and the recent Chase Young/Montez Sweat trade reports to start. Nick Akridge/Pro Football Focus jumped on to talk Commanders trade talk, Sam Howell, the O-line, the wide receivers, and more. Mark Zuckerman/MASN was a guest to talk about the Phillies loss to Arizona and the inability for Bryce Harper to come through in the biggest game of his career.