Market Talk

Have we put the low in for this corn market? Is there any sort of weather premium in the grain complex as we roll through mid-May? Plus, what about this cattle market; is time to finally get hedged if you haven't been already? A lot of different questions and topics we explore across the grain and livestock trade today with Matt Bennett from AgMarket.net. Find more online at https://www.agmarket.net.

What did the May WASDE report have to offer for the grain trade on Monday? Apparently for starters, lower than expected corn and soybean ending stocks. Plus, how much impact did the US/China tariff news have on the markets to start the week? John Heinberg with Total Farm Marketing joins us to break it all down in our Monday conversation. Find more online by visiting https://www.totalfarmmarketing.com.

There is plenty to touch on this week in terms of weather as it is warm and windy to start the week throughout the plains and western Corn Belt. More rain is being seen across the Southeast into the eastern Midwest and is there seriously snow potential for parts of the Northern Plains showing up in new model runs? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss on our Weekly Weather Update. Find more at https://www.ag-wx.com.

Also, we close out the show and hear comments on Monday's trade action as Farm and Ranch Media's Susan Littlefield joins us to share a conversation with Sam Hudson from Cornbelt Marketing on today's program.

The May WASDE report is out, with lower than expected ending stocks for both corn and soybeans. We discuss that, the latest between the US and China and the strength in cattle tied to the latest news on New World Screwworm as Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary.

A busy end of the week show as we kick things off and talk everything from grain and livestock trade to bitcoin with Tommy Grisafi from Nesvick Trading and Ag Bull Media.

Then, it is this week's episode of Cattle Chatter with Susan Littlefield and Brad Kooima followed by a conversation with Bryan Irey from Crossroads Coop. Finally, we close the show with an agronomic conversation as Tyler Harp from Syngenta joins us.

We saw the US and UK announce a trade deal on Thursday that does seem to be favorable towards agriculture, in particular ethanol and beef. However, the grain markets didn't seem to react much either way to the news while the cattle market found more support on Thursday.

David Ericson with AgOptimus kicks off today's show with thoughts and perspective followed by an update on grains and fertilizer market volatility with Mike Castle from StoneX. Then, we close in the second half of the show with analysis from Bryan Doherty, Senior Market Advisor from Total Farm Marketing.

A trade deal has been announced between the US and the UK, but the ag markets are largely not showing much reaction to the news. We discuss that along with more volatility in the fertilizer markets with Mike Castle, Senior Fertilizer Analyst at StoneX, in our Midday Commentary for Thursday, May 8th, 2025.

We kick off today's program with thoughts and perspective on the midweek market action with Arlan Suderman, Chief Commodities Economist at StoneX. He shares thoughts on the Fed, grain market action, cattle trade and the energy markets.

Then, Mike Zuzolo from Global Commodity Analytics joins us for a deep dive into the markets at midweek including a look at spread trade in grains, the Fed news, trade talks and livestock action. More at https://www.globalcommresearch.com.

We continue to see tariffs and trade as a large driver of the market conversation as we get into the month of May, along with weather and yield projections for the U.S. growing season and broader concern about the economy and potential of stagflation. David Widmar is with Agricultural Economic Insights and he joins us for a conversation about the broader ag economy and the markets. Find more at https://www.aei.ag.

Also, we take a look at grain market trends to begin the month along with continued support in cattle futures and more. Tyler Schau with AgMarket.net joins us for market analysis on today's program. Find more at https://www.agmarket.net.

***Conversation with Tyler Schau recorded ahead of the closing bell on Tuesday, May 6th, 2025.***

Grain and livestock markets are chopping around a bit on Tuesday trade, looking for a fresh story. We get an update on trade action, new updates to South American crop estimates and talk livestock with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

Grain markets, lacking much of a fresh story, drifted their way lower to start the week on Monday. Could talk of a bigger South American crop, early positioning ahead of the May WASDE, fund action and weather be a downward driver on these markets this week? John Heinberg from Total Farm Marketing joins us to discuss the grain and livestock trade to start the week. More at https://www.totalfarmmarketing.com.

Also, we continue to see a lot of strength in the cattle market, mainly with cash driving the bus as we get into the month of May. Meantime, the grain trade started the week lower amid no fresh news and a wide open planting window ahead for many areas. Scott Varilek with Kooima Kooima Varilek joins us to discuss. Find more at https://www.kkvtrading.com.

Fieldwork has definitely picked up the last few weeks, the question is will it be even more wide open this week? Also, what does the impact of potential cuts have when it comes to forecasting tools that folks like Eric Snodgrass use to forecast our weather? We discuss all that and more with him on our Weekly Weather Update. Find more at https://www.ag-wx.com.