Market Talk

Tons of market volatility to end the month of February as we saw a risk-off day across grain and livestock markets. Can all of this volatility lead to opportunity with your marketing plan? Mike Minor with Professional Ag Marketing joins us for analysis and thoughts in the grain complex, a deep dive on hogs and much more on today's show. Find more online at https://www.professionalagmarketing.com.

Plenty of risk-off trade on Friday as money flow is to the downside at midday. We discuss the trade action as we near the end of the month of February with Arlan Suderman from StoneX.

USDA Ag Outlook Forum says a record U.S. corn crop is on the way at 15.58 billion bushels, with a yield of 181 bushels per acre and 94 million acres total. Meantime, soybeans are projected with lower total acreage but a higher yield. You couple those projections with the ongoing tariff rhetoric out of the White House and we saw a mostly lower day in grains and lean hogs on Thursday. Cattle futures were really the only bright spot on the day. Bryan Doherty with Total Farm Marketing joins us for thoughts and analysis as we near the end of the week. More at https://www.totalfarmmarketing.com.

Also, as we are moving toward spring 2025, is a U.S. cattle herd rebuild set to being anytime soon? Lance Zimmerman, Senior Analyst-Animal Protein at Rabobank believes the industry is entering the anticipated rebuilding phase in the cattle cycle. We discuss his latest report and get his perspective on the outlook for cattle markets and the beef industry in 2025. Read his full report and more at https://rabo.nl/lancezimmerman

There is plenty of volatility in the markets as we near the end of the month of February. Whether we're looking at grains, livestock or the outside markets, there are a ton of factors to keep an eye on currently. First up on the show, we get some perspective on stocks and macro features with Tommy Grisafi of Nesvick Trading Group and Ag Bull Media. More at https://www.agbull.com.

Then later in the show, we discuss weather impacts, spread action in corn and soybeans, the acreage discussion, cattle market moves and more. Mike Zuzolo with Global Commodity Analytics joins us as we take a technical dive into the markets at midweek on Wednesday. Find more online by visiting https://www.globalcommresearch.com.

We see markets mostly under pressure at midday on Wednesday with lean hogs about the only exception. Arlan Suderman from StoneX joins us to discuss grains, livestock and outside market moves at midweek.

Soybeans and soy products tried to rally the whole grain complex on Tuesday and we ended up finishing mixed to lower on the day. As we near the end of the month, are we watching fund movement, positioning and more at play here? What about that spring U.S. acreage conversation, is that playing a role in the markets? Livestock trade was also mixed on Tuesday with cattle futures higher again but no cash cattle trade yet this week. We dive into all of these topics and more on today's show. First, we hear from Jacob Burks with AgMarket.net and then we talk with Bryan Irey from Crossroads Coop.

We see a mixed to lower day in grains and oilseeds at midday Tuesday with cattle futures moving higher again. Arlan Suderman with StoneX joins us for a look at the markets.

We saw a grain market under moderate pressure on Monday as there didn't seem to be much in the way of fundamental news to feed the bull in corn, soybeans or wheat. Meantime, cattle futures saw a solid rebound to start the week with a nice surge in feeders. Cory Bratland with AgMarket.net joins the show to discuss Monday's trade action. More at https://www.agmarket.net.

For many parts of the U.S. we are seeing a welcome warm up as we head to the end of February. That also means a bit drier pattern in store to close out the month. We discuss U.S. and South American weather outlooks with Eric Snodgrass in our Weekly Weather Update. More can be found online at https://www.ag-wx.com.

We see the grain markets under some pressure at midday with the cattle trade moving higher to start the week. Arlan Suderman from StoneX joins us for market analysis at midday on Monday.

Corn and soybeans moved moderately lower on Friday with March options expiration and more at play. Wheat did it's best to hold higher and the same goes for cattle futures to close out the week. Are the commodities getting tired? Is this just a correction or the start of a new downtrend? Jim Emter with Van Ahn & Company joins us to provide thoughts and technical analysis of the markets to end the week. More at https://www.vanahnco.com.

We are joined by a new voice on the show as we head to the weekend, Josh Hayes with Hedge Plus. Josh gives us his perspective on the week in the grain trade, thoughts on getting sold in old and new crop grains and some perspective on the geopolitical risks and impacts in the trade as we are one month into the Trump administration. Yisit them online at https://www.hedge-plus.com.