Market Talk

Tensions are on the rise once again between the US and Iran, which sent energies higher Wednesday and put volatility into the outside markets. We also confirmed soybean sales to China, but the grains finished mostly lower on the day. Mike Zuzolo with Global Commodity Analytics joins us to look at the trade action, charts, geopolitics and more. Find more at https://www.globalcommresearch.com.

Plus, we open the show in Segment One and hear Wednesday's Midday Commentary with Arlan Suderman from StoneX who shares thoughts on the midweek market action.

The grain markets seemed to hold the rumor of Chinese grain buys on Tuesday as the trade still waits on confirmed sales. How could the potential demand along with the weather drive these markets through July? Could we see a continued rally? Matt Bennett with AgMarket.net joins us to share thoughts and perspective across the grain markets and the cattle trade. Find more online at https://www.agmarket.net.

As we roll past the 4th of July holiday, we take a look at the latest Commitment of Traders report and where fund managers sit in terms of positions in the grain trade. David Brock with The Brock Report joins us to take a look at the report, talk crop progress and more. Find more online at https://www.thebrockreport.com.

The grain markets are quieter on Tuesday as rumors continue to swirl on Chinese grain purchases. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the trade action across grains and livestock today.

Soybeans and soy products surged higher coming out of the holiday weekend, which helped pull corn and wheat higher on Monday too. Was this weather driven buying? China demand rumors? All of the above? We talk about the surge in the grains and a quieter day in the livestock sector with John Heinberg from Total Farm Marketing on today's show. Find more online at https://www.totalfarmmarketing.com.

Now that we are past the 4th of July, could traditional seasonality start to impact meat demand and price action? How could tightening household finances play a role as well? Jeff Hoogendoorn with Professional Ag Marketing joins us to discuss that and the surge in the grain markets on Monday. Find more at https://www.professionalagmarketing.com.

We saw some localized heavy rain and severe weather over the weekend, what does that mean for the bigger picture weather story? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss on our Weekly Weather Update for Monday, July 6th, 2026. Find more details online by going to https://www.agweather.com.

Soybeans are surging to start the week, post 4th of July holiday, which is helping move corn and wheat higher as well. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what's happening across the markets to start the week.

***Markets are closed in observance of the 4th of July holiday on Friday. We will return with a new program on Monday.***

It was a quiet end to the week in the grain and livestock markets as we head to the 4th of July holiday with little fresh news to work with. Bryan Doherty with Total Farm Marketing joins us to recap the trading week and share perspective on market seasonality, chart direction and more as we celebrate 250 years of America this weekend. Find more online at https://www.totalfarmmarketing.com.

The USDA has announced up to $500 million in assistance for meat processors, a move aimed at expanding packing capacity and strengthening the nation's meat supply chain. On this week's Cattle Chatter, we break down what the investment could mean for the cattle market, both in the near term and for the industry's long-term infrastructure. Brad Kooima with Kooima Kooima Varilek also discusses this week's cash cattle trade and answers listener questions with Susan Littlefield.

Grain markets are continuing to find some positive trade as we near the holiday weekend while this morning's jobs data was underwhelming. We talk about all of that and more with Mike Castle, Senior Commodities Economist at StoneX, in our Midday Commentary for Thursday, July 2nd, 2026.

Grain markets found more support on Wednesday as we digest all of this week's news and data ahead of the 4th of July holiday. Mike Zuzolo with Global Commodity Analytics joins us to put some puzzle pieces together with technical analysis of the grain markets, the weather outlook and some perspective on this week's cattle trade action. More at https://www.globalcommresearch.com.

At the start of the show in Segment One, Susan Littlefield joins us as she talked with StoneX Senior Commodities Economist Mike Castle about the grain market action, weather and possible USMCA news having an impact on the market trade.

And in Segment Four, we have a conversation about AI use in agriculture and how it is being incorporated into agriculture workflows. Ryan Wolf, Director of Innovation Experience, R&D at WinField United, joins the show to talk about the use of AI and the launch of Oz, an AI-powered tool from WinField United that helps make near-instant agronomic recommendations and more.

We saw the June 2026 acreage and grain stocks reports out from USDA on Tuesday and by the close of trade, most grain markets were in the green. Brian Splitt from AgMarket.net joins us on today's show to share his biggest takeaways from the reports, chart/price action and his thoughts on where the markets go from here. We also touch on a lower day in cattle trade on Tuesday. More at https://www.agmarket.net.

Susan Littlefield also joins us at the end of the show with analysis and perspective from Mike Zuzolo with Global Commodity Analytics.

USDA on Tuesday said farmers planted just over 95 million and 85 million acres of corn and soybeans respectively along with higher grain stocks for corn, soybeans and wheat. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for report reaction in our Market Talk Midday Commentary for Tuesday, June 30th, 2026.