Market Talk

We have seen a large selloff in the grain markets over the past month as funds and speculative money have been heading for the exits, causing lots of chart damage along the way. Why did funds leave and when could they come back? Could inflation drive money back into grains? What do we make of the moves in the cattle markets as of late? These are all questions we explore today with Ted Seifried from Zaner Ag Hedge who joins us to close out the week. Find more at https://www.zaner.com.

We wrapped up livestock trade on Friday with more volatility in the cattle markets, as we saw some pressure in futures possibly tied to morning headlines of two JBS plant closures in Pennsylvania and Tennessee. What do we make of some of the head-scratching moves in cattle as of late? Also, are we finding support in lean hog futures? Joe Kooima with Kooima Kooima Varilek joins us to wrap up the week in the livestock trade. Find more online at https://www.kkvtrading.com.

We saw a quieter day in the grain trade on Friday as we had mixed action through midday while there was some pressure in cattle futures and more inflation data to absorb to close out the week. We discuss those things with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

We saw the grain markets mixed to lower on Thursday as the June WASDE report came and went with minimal changes. Cattle futures saw a good day to the upside as the markets continue to digest New World Screwworm in the United States. Bryan Doherty with Total Farm Marketing joins us for analysis and perspective on today's show. Find more at https://www.totalfarmmarketing.com.

Meanwhile, it's been a week filled with head-scratching price action and volatility in the cattle market. According to Brad Kooima of Kooima Kooima Varilek, the market has become increasingly difficult to read on a day-to-day basis. He joins Susan Littlefield for a new episode of Cattle Chatter in Segment Two. PLUS, we have analysis of the WASDE to open the show from Arlan Suderman at StoneX.

Minimal changes to the overall balance sheets according to USDA's June WASDE Report out on Thursday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the numbers and discuss what he saw on the report.

Susan Littlefield sits in for one more day for Jesse as she has conversations with Mike Zuzolo from Global Commodity Analytics, Darin Fessler from Lakefront Futures and Arlan Suderman from StoneX today.

Susan Littlefield sits in on today's show and has conversations with Tyler Schau from AgMarket.net, Kyle Bumsted from Allendale and Arlan Suderman from StoneX.

On today's show, Susan Littlefield sits in again and has conversation with Jeff Hoogendoorn from Professional Ag Marketing, Eric Snodgrass with Nutrien Ag Solutions and John Heinberg with Total Farm Marketing.

Susan Littlefield sits in for Jesse Allen on Friday's show and has conversations with Arlan Suderman at StoneX, Mike Zuzolo with Global Commodity Analytics and Scott Varilek with Kooima Kooima Varilek to close out the week.

Susan Littlefield sits in today on Market Talk as she spends time at World Pork Expo in Des Moines, IA. We hear conversations with USMEF and Dr. Lee Schulz from Ever.Ag. It's also a new episode of Cattle Chatter with Brad Kooima from KKV Trading and we talk markets with David Ericson from AgOptimus.

Money flow seemed to be against the grain and cattle markets again on Wednesday as we saw pressure across the ag trade except for soybean oil and lean hogs. Could this be a sign that funds are exiting their positions and taking money out of the ag markets? Is this simply a short term correction or the start of a longer term trend? We discuss that, algorithm trade action and more with Mike Zuzolo from Global Commodity Analytics. Find more online at https://www.globalcommresearch.com.

BASF and Arva Intelligence have announced a strategic collaboration to help biofuel producers and farmers capture the full value of the Clean Fuel Production Credit (Section 45Z) once the implementing regulations are finalized. We learn more about this with Jeff Carver, Commercial Manager for xarvio® BIOENERGY at BASF Agricultural Solutions and Ryan Pearcy, Managing Director, Biofuels and Renewable Energy at Arva. You can also learn more at https://agriculture.basf.us/crop-protection/news-events/news-releases/BASF-and-Arva-announce-strategic-collaboration-to-deliver-a-pathway-for-farmers-and-biofuel-producers-to-benefit-from-the-45Z-biofuel-tax-credit.html