Market Talk

We sit down with David Widmar from Agricultural Economic Insights to discuss who's buying U.S. corn, how exchange rates can factor in, inflation and the broader ag economy. Learn more at https://www.aei.ag. Plus, we have a conversation about the grain markets, supply/demand and more with Tanner Ehmke, Lead Economist for Grains and Oilseeds with CoBank. More at https://www.cobank.com.

And in Segment One, we recap the July WASDE Report out Friday with minimal changes and hear from Arlan Suderman, Chief Commodities Economist at StoneX. More at https://www.stonex.com.

The July USDA WASDE Report is here, with minimal changes overall as expected. We take a look at the numbers, get a look at more strength in cattle futures and talk tariffs with Arlan Suderman, Chief Commodities Economist at StoneX.

Susan Littlefield sits in again today and talks markets with Bryan Doherty from Total Farm Marketing, Kyle Bumsted from Allendale and we hear Thursday's midday commentary with Arlan Suderman at StoneX.

PLUS, it's this week's episode of Cattle Chatter with Brad Kooima from KKV Trading.

Susan Littlefield sits in today and has conversations with Mike Zuzolo from Global Commodity Analytics, Darren Frye from Water Street Solutions and Arlan Suderman from StoneX as they recap the markets at midweek on Wednesday, July 9th, 2025. More at https://www.globalcommresearch.com.

The grain markets seem to be in a feedback loop of bearishness as of late with nothing to pull us out of the loop. Various private yield estimates are starting to talk of higher corn yields and funds are trading off these estimates. What does this all mean for the markets and farmers? How about the balance sheets heading into Friday's WASDE report? Brian Splitt with AgMarket.net joins the show to discuss what he is seeing in the markets this week.

Find more online at https://www.agmarket.net.

Grains are mixed to lower again as crop conditions, weather, trade news and more continues to add to the bearishness of the markets. We discuss that, along with some interesting social media discussion about yield models and more with Arlan Suderman from StoneX in our Midday Commentary.

Grain markets found heavy pressure coming out of the three-day holiday weekend as weather, headline news and more played a role in the selloff to start the week. Where do the markets go from here? Also, a solid day in cattle futures to start the week. John Heinberg with Total Farm Marketing joins us for a conversation on today's show. More at https://www.totalfarmmarketing.com.

As we roll past a typically pivotal swing point for weather during the U.S. growing season, is the forecast looking threatening at all for corn pollination time and beyond? We get an update on that, the devastating flooding over the weekend in Texas and much more with Eric Snodgrass from Nutrien Ag Solutions. Learn more at https://www.ag-wx.com.

Also in Segment Four, Susan Littlefield joins us with perspective on Monday's price action with David Ericson from AgOptimus to close out today's show.

Grain markets are starting the week under pressure while cattle futures are trading higher. We discuss weather, headline news and more with Arlan Suderman from StoneX in our Midday Commentary for Monday, July 7th, 2025.

We saw a day of some follow through buying in corn and soybeans on Thursday, ahead of the 4th of July holiday weekend. Do we continue to watch for headline news, like trade deals, or shift back to a weather focus moving forward? Bryan Doherty with Total Farm Marketing joins us to discuss this week's grain and livestock market action. Learn more online by visiting https://www.totalfarmmarketing.com.

Also, the Mexican border is set to reopen next week, raising key questions for the U.S. cattle market: Will we see an influx of slaughter-ready cattle? And what does that mean for trade dynamics going forward? On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down the July and August cattle supply outlook and takes a closer look at current cattle weights—comparing Iowa's numbers to those in Kansas.

We saw the grain and livestock markets rally nicely into Wednesday's close of trade amid positive news from a trade deal announced between the U.S. and Vietnam, wins for agriculture in the Big, Beautiful Bill and much more. Mike Zuzolo with Global Commodity Analytics joins the show to discuss what he is tracking in the markets ahead of the 4th of July holiday weekend. Learn more at https://www.globalcommresearch.com.