Market Talk

StoneX released the results of its August customer survey on Monday afternoon with a strong national corn yield projection of 188.1 bushels per acre. We discuss the survey results and look at Tuesday's market trade with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Monday kicked off a new week with a mixed trading day in grains and oilseeds as soybeans were higher while corn and wheat struggled. Cattle futures found more buying support as well to start the week. John Heinberg from Total Farm Marketing joins us for perspective on the early week market action across the trade on Monday as well as his thoughts on whether or not China will step in to buy U.S. soybeans anytime soon. Find more online at https://www.totalfarmmarketing.com.

As we move into a new month, the overall weather outlook doesn't seem to be too threatening for the Midwest. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the overall pattern, wildfire smoke, activity in the tropics and much more. Details online at https://www.ag-wx.com.

We close the show in Segment Four as Susan Littlefield is joined by Kyle Bumsted from Allendale for a look at the cattle markets and more after Monday's close.

It's a mixed start to the week in the grains and oilseeds while livestock trade is mostly higher at midday on Monday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

As we enter the month of August, we closed out the week of trade on Friday with a mixed to lower day in grains and a slight rebound in cattle and hogs. Could the new month bring us some better price action and more opportunity in the ag markets? We discuss and look back at the week of trade with Naomi Blohm, Senior Market Advisor with Total Farm Marketing. Learn more online at https://www.totalfarmmarketing.com.

Grain and livestock markets are mixed at midday on Friday as we kickoff August but head to the weekend. Stocks are under heavy pressure though amid new tariff announcements by the Trump Administration. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

We saw heavy selling in the cattle futures to close out Thursday and the month of July while the grain markets were a mixed bag with corn up slightly and soybean oil under pressure? Are trade and tariff concerns adding additional weight to markets that already feel overly bearish? Bryan Doherty with Total Farm Marketing joins us to discuss on today's show. More at https://www.totalfarmmarketing.com.

The cattle market kicked off the week facing month-end pressure, lingering uncertainty around Brazil tariffs, and the impact of widespread rains that are helping pasture conditions and encouraging more heifer and cow retention. Joining us this week for Cattle Chatter with Susan Littlefield is Joe Kooima with Kooima Kooima Varilek. Traders are still digesting last week's reports, which continue to shape early-week market tone. The bright spot? Cash trade is stronger once again—and beef consumption is up 4% year over year, a positive sign for long-term demand.

Also today, Corteva Agriscience, along with Bunge Chevron Ag Renewables LLC, launched a winter canola program across the Mid-South U.S. two years ago to provide farmers an alternative for winter crop rotation. And as winter canola harvest wraps up across this year, farmers are exceeding yield expectations for a second year with an average yield of 53 bu/A with Pioneer® brand winter canola hybrids. Chad Berghoefer, Corteva Agriscience Global Product Director, Biofuels, joins Jesse Allen to share an update on the winter canola program. Learn more online at https://www.pioneer.com/us/products/winter-canola/winter-canola-faqs.html

As the August 1st tariff deadline approaches, it seems the uncertainty (and even some of the certain deals) are weighing on the markets along with weather, crop conditions and more. President Trump announced a 25% tariff on India Wednesday, U.S./China talks are stalled, the Fed held interest rates steady.....there is a lot to unpack with Mike Zuzolo from Global Commodity Analytics on today's show. More can be found online at https://www.globalcommresearch.com.

Also, we discuss the movement of kochia into soybean fields across the Midwest and gets some tips to manage it with Dan Melaas, BASF Technical Representative, at the end of today's show in Segment Four.

At midday on Wednesday we saw grains mixed to lower with corn trying to find a little bit of buying support. Meantime, cattle futures continue to find buying strength this week. Arlan Suderman, Chief Commodities Economist at StoneX, is back with us to take a look across the markets at midweek.

Despite a possible derecho event hitting key parts of Iowa, Minnesota and South Dakota on Monday night, it seems the markets continue to trade the old saying "rain makes grain" as we pushed lower on Tuesday. Do we truly have production problems across farm country? Is it enough to create some bullishness in these markets heading into August? Matt Bennett with AgMarket.net joins us for a conversation and perspective on today's show. Learn more at https://www.agmarket.net.

And as severe weather reports are coming in across parts of Iowa, Minnesota and South Dakota from last night's storms, again the grain markets still don't seem to be concerned. Tommy Grisafi with Nesvick Trading and AgBull Media joins us to discuss crop conditions, outside market activity, cattle on a tear and more. Find more at https://www.agbull.com.

Another lower day in the grain markets with plenty of economic news to take a look at on Tuesday. Mike Castle with StoneX joined us for a conversation in our Midday Commentary.