Market Talk

Mixed and quiet action in the markets as we close out the week on Friday. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX in our Market Talk Midday Commentary for Friday, October 2nd, 2026.

On Thursday's episode of Market Talk, we talk markets with Bryan Doherty from Total Farm Marketing and have a new episode of Cattle Chatter with Susan Littlefield and Brad Kooima from KKV Trading.

USDA's quarterly Grain Stocks report gave corn a bearish surprise and sent front-month futures down about 20 cents. Kristi Van Ahn-Kjeseth of Van Ahn & Company joins Market Talk to break down what the numbers mean for corn, soybeans, wheat and cattle, and how to approach 2027 marketing. We also hear from Arlan Suderman with StoneX in Segment One and look at news headlines to close the show in Segment Four.

USDA provided a bit of a bearish surprise for the corn market in the Quarterly Grain Stocks report out on Wednesday. But, was it something that needed to be done? We discuss that and recap the numbers with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

Jacob Burks of AgMarket.Net joins Jesse Allen on Tuesday's Market Talk to preview Wednesday's USDA Grain Stocks report, explain how a wet harvest is squeezing soybean processors, and break down the outlook for corn, wheat, hogs and cattle heading into the fourth quarter.

Also, we discuss soybean cyst nematode and the upcoming SCN Action Month in October with Dr. Wade Webster, NDSU Soybean Pathology Specialist, in Segment Two of today's show.

Soybeans led the grain complex lower on Monday after the U.S.-China summit delivered little ag news. Mike Minor of Professional Ag Marketing joins Jesse Allen in Segment One to break down the disappointment, Wednesday's quarterly Grain Stocks report, early harvest delays from heavy rain, war-premium erosion in wheat, and where hogs and cattle stand heading into October. Later in the show, John Heinberg of Total Farm Marketing joins Jesse in Segments Three and Four to ask whether the disappointment is overdone, what to expect from Wednesday's quarterly Grain Stocks report, how rain-delayed harvest is lifting basis bids, and where wheat, hogs, cattle and dairy stand as the month ends. He also flags the macro picture: rising interest rates, a firmer dollar and weaker gold and stocks.

Also in Segment Two, remnants of Hurricane Polo are headed for the central U.S., and harvest is about to hit the brakes. On this Weekly Weather Update, Nutrien Ag Solutions' Eric Snodgrass breaks down where the heaviest rain lands, why a drier October window may follow, and what to watch in Brazil as planting ramps up. Eric covers Polo's path from Mexico to the Plains, Dallas going from 74 dry days to possible flooding rains, harvest delays across the Corn Belt and northern Plains, the record-setting El Nino, and why markets may be "spring loaded" for the South America story. Learn more online by visiting https://www.agweather.com.

Grains and oilseeds are under pressure to start the week amid some disappointment it seems from some traders regarding the US/China summit. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to put into perspective the market reaction and more as we move forward this week.

Grain and livestock markets finished mixed on Friday as we closed out a busy week of headlines in the market trade. Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk in Segment One to break down a wild week in the cattle complex, a two-tiered cash market between the north and south, a technically bullish setup building in feeders, a still-struggling hog market, and what the latest headlines out of the U.S.-China trade talks mean for grains.

Ted Seifried of Zaner Ag Hedge joins us in Segments Two and Three to unpack the U.S.-China meeting between Presidents Trump and Xi, why he thinks the grain market actually needs more news (not less), the $17 billion ag commitment traders are still waiting to see, why record-long funds could be vulnerable to a "buy the rumor, sell the fact" reversal, how Fed rate expectations and the 10-year yield are capping the rally, and why the cattle market has whipsawed through gap-and-reversal days all week.

Then in Segment Four, Susan Littlefield joins the show and shares a Friday market conversation with Jeff Peterson from Heartland Farm Partners,

Markets were fairly mixed on Thursday as traders wait for news from the Trump/Xi meeting at the White House. Bryan Doherty, senior market advisor with Total Farm Marketing, joins Market Talk to break down a pivotal week in the grain markets ahead of the Trump-Xi meeting, corn's textbook technical setup heading into harvest, a soggy soybean harvest outlook, and a mixed bag across dairy, cattle and hogs. Bryan digs into why the oat market is hitting new highs despite shrinking acreage, why he's telling farmers to "think strategically" rather than chase headlines, and why the U.S. dollar's recent rally is acting as a drag on grain prices.

Also, it is a brand new episode of Cattle Chatter, as Susan Littlefield talks with Joe Kooima from Kooima Kooima Varilek about a stagnant cattle market that seems to be looking for some direction this week.

Mixed action in the markets at midday Thursday as traders await news from the Trump/Xi meeting in Washington D.C. while also watching other headlines. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.