Market Talk

Soybeans led the way higher again in the grain trade Tuesday but we did fade a bit into the closing bell. Should farmers be taking advantage of this price rally now in the grain complex, ahead of the U.S. and China meeting later this week? Also, it was another tough day in the feeder cattle trade while live cattle tried to moderate. Matt Bennett with AgMarket.net joins us for analysis and perspective on today's show.

Was southern rust as advertised in Iowa this growing season? What about other disease, weed and pest pressures? Brandon Hulme, Champion Seed Agronomist, joins us to discuss the 2025 growing season. We talk yields, tips for fall fieldwork and more. Find more at https://www.plantchampion.com.

Soybeans continue to lead the grain rally amid optimism of a forthcoming trade deal between the U.S. and China while cattle futures continue to see a fair amount of downside pressure. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary for Tuesday, October 28th, 2025.

Soybeans were sharply higher on Monday amid weekend news of trade negotiations between the U.S. and China ahead of a meeting between President Trump and President Xi. That helped corn and wheat to the upside as well while cattle futures had an abysmal day on Monday, testing expanded limits to the downside. What do we make of Monday's trade action as a whole? John Heinberg with Total Farm Marketing joins us for a conversation to start the week. More at https://www.totalfarmmarketing.com.

Monday was an active trading day with cattle futures testing expanded limits to the downside while grains and oilseeds were led by optimism surrounding U.S./China trade frameworks and negotiations. Tommy Grisafi from Nesvick Trading and ⁨@agbullmedia⁩ joins us to share perspective and thoughts on why hedging and risk management are extremely important right now. Learn more online at https://www.agbull.com.

Could we see our first big round of cold weather and even some snow in parts of the U.S. later this week as we head to Halloween? What is the latest update on Hurricane Melissa and how beneficial was rain in the southern U.S. over the weekend? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss in our Weekly Weather Update. More at https://www.ag-wx.com.

Grain markets at midday Monday are feeling the support from the headlines of a U.S./China framework ahead of the scheduled meeting between President Trump and President Xi later this week. Meantime, cattle futures are locked limit lower with expanded trading limits. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Monday, October 27th, 2025.

The grain trade is relatively quiet on Friday as the outside markets digest new CPI and consumer sentiment data. Mike Castle with StoneX joins us to discuss in our Midday Commentary.

As we closed the week in the markets, we saw a quiet grain trade Friday after a very positive day across corn, soybeans and wheat on Thursday. The cattle markets also had another tough day to the downside on Friday amid more news headline impacts. Karen Braun, Chief Market Analyst for Zaner Ag Hedge, joins the show to discuss the week in the trade and take a deep dive on various trade data and more. Sign up for her newsletter: CLICK HERE

Also on today's show, can we look at seed plot data across the country to give us an idea of what final yields could look like for corn and soybeans this year? Kevin McNew is Founder and Research Analyst with Quantum Hedging. He joins the show to discuss some of their models and data that could give us an understanding of what to expect for final yields across the Midwest in 2025. You can learn more online at https://quantum-hedging.com.

Thursday's grain and oilseed trade was full of strong, upside moves across the futures complex. Add in the moves in crude oil and we had a mostly "risk-on" trading day across commodities. Bryan Doherty with Total Farm Marketing joins us to discuss the technical picture and provide some perspective on cattle and dairy markets to close out the week. Learn more online at https://www.totalfarmmarketing.com.

Also, there's been plenty of outside noise in this week's cattle market. President Trump's midweek comments on cattle gave both the market and producers a boost of energy. On this week's Cattle Chatter Brad Kooima with Kooima Kooima Varilek breaks down the pressuring factors facing the industry. Cash continues to hold strong despite the volatility, and as Kooima reminds, "we can't change supply in the next 150 days." A bit of a Thursday bounce added optimism, but long-term speculators are questioning how much pressure Brazil, tariffs, and the ongoing border closure with Mexico will continue to weigh on market movement.

Mike Castle from StoneX joins us for our Thursday Midday Commentary to discuss oil prices, potential impacts of Russian oil sanctions on fertilizer markets and some stats and perspective on the cattle market at midday Thursday.

More comments on social media from President Trump at midday Wednesday added more selling pressure through both live and feeder cattle futures markets. As pushback continues to mount from beef industry stakeholders and ranchers, are we starting to see the end of the bull run in cattle? Also, what are we needing to keep an eye on this week across the grains and oilseeds after a quiet day on Wednesday? Mike Zuzolo with Global Commodity Analytics joins us for a conversation. Find more online as well by visiting https://www.globalcommresearch.com.

Grain markets have been quietly higher on Wednesday while cattle futures are under pressure amid more rumors on Trump administration plans for beef prices, etc. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.