DISCLAIMER: During the live recording on Thursday, it was announced that tariffs will be delayed on all USMCA products from Mexico AND Canada until April 2nd.

We continued to see volatility in the markets on Thursday amid tariff headlines and much more. How do we keep all of this volatility in perspective moving forward? We discuss that on today's show with Garrett Toay from AgTraderTalk and also talk with Bryan Doherty from Total Farm Marketing.

On Thursday morning, President Trump announced an exemption from the 25% tariffs for any Mexico products under the USMCA agreement. We discussed that and the market volatility with Arlan Suderman, Chief Commodities Economist at StoneX.

***DISCLAIMER, Canada was added to have the same exemption as Mexico late on Thursday afternoon after this was recorded.

We saw a solid rebound in the grain and livestock markets on Wednesday as rumors seem to indicate that some of the tariff fears could subside in short order while we also had some bounce from oversold conditions. DuWayne Bosse with Bolt Marketing joins us for perspective on the midweek bounce. Find more online at https://www.boltmarketingllc.com.

Also, we listen to our Midday Commentary from Wednesday with an update and thoughts on grains, crude oil and fertilizer markets with Mike Castle from StoneX in Segment One. And we close the show with a conversation from Commodity Classic with Amy France, Chairwoman of the National Sorghum Producers in Segment Four.

On Tuesday's show, we spend time at the AgMarket.net booth during Commodity Classic in Denver, CO. We kickoff the show with a roundtable market discussion amid all of the tariff volatility and more with Tyler Schau and Cory Bratland from AgMarket.net.

Then in Segment Three, we get a look at the weather trends as we enter the month of March with Eric Snodgrass from Nutrien Ag Solutions in our Weekly Weather Update. We close the show in Segment Four discussing tariff impacts on fertilizer with Corey Rosenbusch from The Fertilizer Institute.

On Monday's Market Talk, we are live from Commodity Classic in Denver, CO with the National Corn Growers Association. We discuss new uses for corn and talk with Chad Epler, Joe Roberts and Craig Downing who are members on the NCGA Market Development Action Team. Plus, Monday was a tough day in the markets. We get perspective from Bryan Doherty with Total Farm Marketing on the trade show floor in Denver.

Tons of market volatility to end the month of February as we saw a risk-off day across grain and livestock markets. Can all of this volatility lead to opportunity with your marketing plan? Mike Minor with Professional Ag Marketing joins us for analysis and thoughts in the grain complex, a deep dive on hogs and much more on today's show. Find more online at https://www.professionalagmarketing.com.

Plenty of risk-off trade on Friday as money flow is to the downside at midday. We discuss the trade action as we near the end of the month of February with Arlan Suderman from StoneX.

USDA Ag Outlook Forum says a record U.S. corn crop is on the way at 15.58 billion bushels, with a yield of 181 bushels per acre and 94 million acres total. Meantime, soybeans are projected with lower total acreage but a higher yield. You couple those projections with the ongoing tariff rhetoric out of the White House and we saw a mostly lower day in grains and lean hogs on Thursday. Cattle futures were really the only bright spot on the day. Bryan Doherty with Total Farm Marketing joins us for thoughts and analysis as we near the end of the week. More at https://www.totalfarmmarketing.com.

Also, as we are moving toward spring 2025, is a U.S. cattle herd rebuild set to being anytime soon? Lance Zimmerman, Senior Analyst-Animal Protein at Rabobank believes the industry is entering the anticipated rebuilding phase in the cattle cycle. We discuss his latest report and get his perspective on the outlook for cattle markets and the beef industry in 2025. Read his full report and more at https://rabo.nl/lancezimmerman

There is plenty of volatility in the markets as we near the end of the month of February. Whether we're looking at grains, livestock or the outside markets, there are a ton of factors to keep an eye on currently. First up on the show, we get some perspective on stocks and macro features with Tommy Grisafi of Nesvick Trading Group and Ag Bull Media. More at https://www.agbull.com.

Then later in the show, we discuss weather impacts, spread action in corn and soybeans, the acreage discussion, cattle market moves and more. Mike Zuzolo with Global Commodity Analytics joins us as we take a technical dive into the markets at midweek on Wednesday. Find more online by visiting https://www.globalcommresearch.com.

We see markets mostly under pressure at midday on Wednesday with lean hogs about the only exception. Arlan Suderman from StoneX joins us to discuss grains, livestock and outside market moves at midweek.