Market Talk

Grain markets are mostly higher while livestock is mixed on Wednesday as President Trump announced this morning a trade deal with Vietnam via his Truth Social account. We discuss market reaction to that news, the latest StoneX Brazil crop estimates and more with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary for Wednesday, July 2nd, 2025.

Grain markets were mixed on Tuesday as weather takes center stage once again post USDA reports that didn't move the needle. Cory Bratland with AgMarket.net joins us to discuss his reaction to the reports, the market sentiment heading into July and thoughts on a large cattle market pullback to start the month. Learn more at https://www.agmarket.net.

Also, we hear from Farm and Ranch Media's Susan Littlefield who talked with a Nebraska agronomist about some of the crop challenges in the state during Segment Four of today's show.

Grain markets were quiet at midday on Tuesday with cattle under heavy pressure. Is that tied to the announced phased reopening of the Mexican border to cattle and bison imports? We talk about that and more with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

USDA released it's updated Quarterly Grain Stocks and Prospective Plantings estimates on Monday and provide little fanfare in terms of surprises or changes. Typically a volatility report day, there were minimal changes seen and the markets reacted accordingly with small changes throughout to end the month of June. Where do we go from here? John Heinberg with Total Farm Marketing joins us to discuss on today's show. Find more online at https://www.totalfarmmarketing.com.

We catch up with Eric Snodgrass from Nutrien Ag Solutions for our weekly weather update, to discuss June weather and what the forecast models hold for the month of July ahead. Learn more at https://www.ag-wx.com.

USDA released their Quarterly Grain Stocks and Prospective Plantings estimates on Monday, June 30th and traders saw minimal changes compared to the March 31st numbers. We take a look at both reports and get analysis from Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

We saw a modest bounce in the grain markets on Friday after a rough week of trade. Cattle futures also found a fair amount of support into the weekend. Kristi Van Ahn-Kjeseth with Van Ahn & Company joins us to close out the week of trade, talk basis, weather and more on the show. Find more online at https://www.vanahnco.com.

Grain markets are seeing a welcomed bounce heading into the weekend while cattle futures are also showing strength. We discuss the markets ahead of Monday's USDA reports and get an update on U.S./China trade with Arlan Suderman, Chief Commodities Economist at StoneX.

The grain markets appeared to take a small breather from the selling pressure on Thursday as weather remains a non-threatening factor for the crops as we wrap up June. We discuss the lack of bullish news for the trade, preview the USDA June reports for Monday and dive into the cattle and dairy trade with Bryan Doherty from Total Farm Marketing. Find more online by visiting https://www.totalfarmmarketing.com.

Also, in Segment Two, it is the latest episode of Cattle Chatter as Susan Littlefield and Brad Kooima take a look at lower cash activity and more in this week's cattle trade. Find more online at https://www.kkvtrading.com.

We start the show with perspective on the grains, crude oil and livestock trade at midweek and look ahead to Monday's USDA reports with Arlan Suderman, Chief Commodities Economist at StoneX. More at https://www.stonex.com.

Then, as fund managers continue pummeling many of these markets with a lack of any bullish news to help out, we look at charts, fundamentals and much more with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com.

Grain markets are under more pressure on Wednesday with soybeans leading the way lower at midday. Livestock trade is also mixed as we near the noon hour. We discuss with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary for Wednesday, June 25th, 2025.