Market Talk

Even with hot weather in the forecast this week, the grain markets saw a selloff and profit taking on Monday to kickoff what could be a volatile week of trading. John Heinberg with Total Farm Marketing joins us to discuss how the hot weather might be a supportive factor short term, thoughts ahead of USDA's reports, macro perspectives and a look at cattle, hogs and dairy. Find more at https://www.totalfarmmarketing.com.

Corn and soybeans were under pressure to start the week on Monday ahead of USDA's acreage and grain stocks reports on Tuesday. Mike Minor with Professional Ag Marketing joins us from the road to discuss crop conditions, report day ahead, last week's Quarterly Hogs & Pigs report and more. Find more at https://www.professionalagmarketing.com.

A large heat dome is setting up over much of the U.S. east of the Rockies for this week. Along with that, ridge-riding thunderstorm and severe weather potential is out there as well. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the set up and outlook ahead of the 4th of July holiday. Find more at https://www.agweather.com.

Corn and soybeans are under pressure to start the week ahead of USDA's end of June reports on Tuesday. Arlan Suderman with StoneX joins us to run through the market action to kickoff the week on Monday.

The cash cattle trade was in a bit of a standstill late in the day on Friday and that may have factored into some profit taking on the futures side. Meanwhile, lean hogs found a little support and the grain complex (although it was quiet to lower) did have some things to talk about this week. Scott Varilek with Kooima Kooima Varilek in Sioux Center, IA joins us for market analysis in Segment Two today. Find more information online by visiting https://www.kkvtrading.com.

Also on today's show, we begin in Segment One with some analysis from Kyle Bumsted from Allendale and close the show with comments from Arlan Suderman at StoneX and Naomi Blohm with Total Farm Marketing in Segment Four. In between, during segment three of the show, we talk with Farm Credit Mid-America Livestock Product Specialist Austin Robinson. He joins the show to share perspective on managing risk, changes to Livestock Risk Protection and more.

Corn and soybeans are trying to rally just a bit after early pressure as the wheat market bounces off support levels. Meantime, hogs are higher and cattle are mixed as we near the end of the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

On today's Market Talk, we begin the show in Segment One with analysis and perspective from Sue Martin with Ag & Investments in Clarion, IA followed by this week's episode of Cattle Chatter in Segment Two as Jesse gets to talk with Brad Kooima from Kooima Kooima Varilek on this week's program.

Then, we take a look at Thursday's strength in soybeans coupled with weather thoughts, a higher US dollar and more with Bryan Doherty from Total Farm Marketing to close out the show.

Soybeans are finding strength at midday Thursday while corn, wheat and livestock trade is mixed. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the trade action in commodities, more tensions in the Strait of Hormuz impacting crude oil and a look at Thursday's PCE inflation data.

Is a weather story developing for the commodity markets? Europe is currently seeing drought and a heat wave while the U.S. has its own weather related items to keep an eye on. Are the grain markets setting up for a weather rally? How do the metals, energies and stocks factor in? Mike Zuzolo with Global Commodity Analytics joins us today to break it all down for the grains and shares some great thoughts on the rebound in cattle midweek and a look at hogs ahead of the Quarterly Hogs and Pigs report. Find more at https://www.globalcommresearch.com.

And, USDA is set to release its June Acreage and Quarterly Grain Stocks reports next Tuesday. Ahead of that release, FBN has unveiled its own 2026 Acreage Report. We talk with Josh McClure, Head of Market Advisory at FBN, who shares details of the report. Find more at https://www.fbn.com/market.

Wednesday was another mixed day overall in the grain and livestock trade as we saw wheat and cattle bounce a bit while corn, soybeans and hogs were sideways to lower. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the midweek trade action, outside market moves and a look ahead to next week's USDA data dump.

The wheat complex found pressure from multiple factors on Tuesday as spring wheat led the grind lower. Meantime, corn and soybeans were quiet in penny higher, penny lower trade action while cattle and hogs were mixed to lower. Tech stocks and energy were also under pressure as the U.S. dollar hit 13 month highs. Cory Bratland with AgMarket.net joins us to discuss on today's show. More at https://www.agmarket.net.

We also get the show started with some analysis of Tuesday's trade and price action with Mike Zuzolo from Global Commodity Analytics in Segment One.

It is a mixed market day across grains and livestock on Tuesday, with the wheat complex finding more pressure near midday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.