Market Talk

On Friday, there was word of no deal between the U.S. and China regarding soybeans. Meantime, there is more talk this week of a potential bridge payment for farmers amid the current state of the farm economy. Could a farm payment have a negative impact on the markets? What about the upcoming shipping fee deadline? There are a lot of things to talk about as we close out the week with Ted Seifried from Zaner Ag Hedge. Learn more online at https://www.zaner.com.

It appears the lack of news regarding a soybean deal with China on Friday is putting pressure on the soy complex while livestock trades mostly higher into the weekend. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Friday, September 19th, 2025.

Grain markets were quietly lower on Thursday, seemingly waiting on the next headline to move the markets. Could that be something from Friday's expected President Trump/President Xi conversation? Could it be more concrete yield results from harvest? We take a look at this week's trade and get perspective from Bryan Doherty, Senior Market Advisor at Total Farm Marketing. More online at https://www.totalfarmmarketing.com.

Also, the roller coaster ride in the cattle market carried over into Thursday's trade, as volatility remained the theme. On this week's Cattle Chatter with Brad Kooima of Kooima Kooima Varilek we assess the chart damage from last week's selloff, which left the market searching for support. One factor in play is the regional difference in supply. The South continues to show larger cattle numbers, while the North is running tighter, yet more cattle are being moved south to fill pens. At the same time, carcass weights are edging higher, adding additional tonnage to overall supplies. On the technical side, analysts are keeping a close eye on the 20- and 40-day moving averages. Those levels will be key in determining whether the market can stabilize or if more downside pressure is ahead. For now, the tone remains cautious as traders weigh both fundamentals and technical signals.

We saw an expected rate cut confirmed by the Federal Reserve on Wednesday. What does that mean for the U.S. dollar, the broader economy and the commodity markets moving forward? Plus, more pressure in cattle futures ahead of Friday's on feed numbers. Mike Zuzolo with Global Commodity Analytics joins us to break it all down on today's show. Learn more online at https://www.globalcommresearch.com.

Tar spot continues to be an issue for many growers up and down the Corn Belt in 2025. Jonathon Howe, retail sales agronomist for Brevant seeds, joins us to discuss how to overcome tar spot. He shares how pressure was in his area of Indiana this season and how seed selection play into combatting tar spot. Learn more online at https://www.brevant.com.

We saw a solid turnaround Tuesday in the grain markets while it was a mixed affair in livestock. As we get ready to ramp up harvest season in a big way, are we simply marking time in these markets until more concrete yield results come in? Matt Bennett with AgMarket.net joins us to discuss yield potential, risk management, thoughts on 2026 marketing and more. Find more online at https://www.agmarket.net.

Also, we get an update on HPAI being detected in a Nebraska dairy herd with Susan Littlefield and more news on today's show in the audio podcast version.

Grains are trading higher at midday with mixed action in the livestock trade. Arlan Suderman with StoneX joins us for perspective in our Midday Commentary for Tuesday.

Feeder and live cattle futures found solid support to start the week on Monday while the grains and oilseeds were mixed to lower to start the week. We discuss reaction to Friday's WASDE report, cattle volatility and more with John Heinberg from Total Farm Marketing. More online at https://www.totalfarmmarketing.com.

As U.S. harvest ramps up over the next few weeks, we continue to have building drought concerns in parts of the eastern Corn Belt and mid-south that are affecting Mississippi River levels and more. What does this finish to the growing season mean as harvest nears? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss that and more in our Weekly Weather Update. Learn more at https://www.ag-wx.com.

Brett Leahr, AgriGold agronomist based in Illinois, joins us for a late season update from central Illinois and how things are shaping up heading into the heart of harvest season. He also discusses the importance of considering genetic diversity when placing your seed order for 2026. Learn more online as well at https://www.agrigold.com.

It's a mixed start to the week in the grain trade with the outside markets awaiting the Federal Reserve meeting and a possible rate cut later in the week. Meantime, the cattle markets is on a tear to the upside to start the week in feeder and live cattle futures. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary for Monday, September 15th, 2025.

The September WASDE Report was released on Friday and it included an expected drop in U.S. corn yield estimates but a surprise increase in corn acres. We break down the report, a strong close in corn and soybeans on Friday and get perspective on the livestock trade. Bryan Doherty with Total Farm Marketing joins us to discuss. More at https://www.totalfarmmarketing.com.

Also on the show Kyle Malcolm, LG Seeds agronomist covering eastern Indiana and Ohio, joins us for an update on the growing season and how things are shaping up for fall harvest. He also encourages farmers to monitor corn stalk health as harvest approaches and the impact the weather and crop disease has had on stalk health and standability in his area. More at https://www.lgseeds.com.

The September WASDE report is out from USDA and it featured a drop in average corn yield but an interesting increase in corn acreage. We look at the numbers and get analysis from Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.