Market Talk

The Federal Reserve made a 50 basis point rate cut on Wednesday as they closed their September meeting. What does their shift in policy mean for the U.S. dollar, stocks, energies, livestock and grain markets moving forward? Mike Zuzolo with Global Commodity Analytics joins us to take a deep dive into the rate cut and more on today's show. Learn more online as well at https://www.globalcommresearch.com.

Also on today's show, we learn more about the 2024 Truterra Dairy Soils Carbon Programs and more of their sustainability initiatives as we have a conversation with Jamie Leifker, President of Truterra, to learn more about these groundbreaking programs. You can also visit https://www.truterraag.com for more information.

Grain markets were super quiet on the day Tuesday with a lack of fresh news to drive the trade while livestock had a solid day higher and the outside markets were mixed. We take a look at whether or not the "funds" are moving to the sidelines or into commodities and discuss the overall market picture with Jim McCormick from AgMarket.net on today's show. More at https://www.agmarket.net.

Also, in Segment Four of today's show, we get an update on spring wheat harvest in the Northern Plains as we near the finish line. Justin Berg, Technical Product Manager for WestBred joins us for a conversation. Learn more at https://www.westbred.com.

Grains are quietly mixed on Tuesday with a lack of fresh headlines impacting the trade. Mike Castle from StoneX joins us to share his thoughts on grains and a look at the latest news in the global fertilizer markets as well.

Wheat found some selling pressure to start the week while row crops were mixed and quiet, lacking fresh news. We also saw a quiet day in livestock and dairy trade on Monday with cotton as the big winner. John Heinberg from Total Farm Marketing joins us to discuss the markets, fund positions in grains, thoughts of traditional harvest pressure in the grains and more for today's program. Find more at https://www.totalfarmmarketing.com.

The U.S. drought monitor in recent weeks has seen increasing dryness while we continue to hear about issues of early dry conditions in Brazil and Argentina. What is the latest outlook into the fall/winter time period? How about the weather outlook for this week; is there potential for rain in the Plains to work into the Corn Belt? We discuss all that and more with Eric Snodgrass from Nutrien Ag Solutions for our Weekly Weather Update. Find more online as well at https://www.ag-wx.com.

Wheat markets are under pressure on Monday while row crops and livestock are mostly quiet and mixed. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss that and preview this week's meeting of the Federal Reserve in our Midday Commentary for Monday, September 16th, 2024.

We saw the wheat markets soar higher into the weekend, pulling corn higher with it. Meantime, the soy complex and livestock were mostly lower into the weekend. On today's show, we recap the week of trade and discuss market sentiment on this Friday the 13th with Bryan Irey from Crossroads Coop.

Wheat is higher while the rest of the markets are mostly mixed as we near the weekend. We discuss grains, livestock and get thoughts on the latest Consumer Sentiment Index from the University of Michigan and the potential of a 50 basis point rate cut next week by the Federal Reserve. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary on this Friday the 13th.

Thursday's release of the September WASDE Report from USDA was interesting in that U.S. corn yield ticked higher, soybean yield held steady, new crop ending stocks moved lower and the market reaction was rather quiet when it was all said and done. We dive into the report, discuss some questionable state by state yield estimates and have a look at livestock and dairy market action this week with Bryan Doherty from Total Farm Marketing. More online at https://www.totalfarmmarketing.com.

Also, we are joined by Columbia Grain President and CEO Jeff Van Pevenage to discuss this year's pulse crops, logistical issues and concerns for exports in the PNW, a discussion about some of their strategic investments and more on today's show. Find more at https://www.columbiagrain.com.

USDA raised their corn yield estimate slightly and left soybean yield unchanged on this month's WASDE report. We also saw lower ending stocks for U.S. corn and soybeans. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for some instant reaction and analysis of the September report from USDA.

There is a lot going on in regards to the commodities, livestock and outside markets this week. We examine the latest U.S. inflation data, Chinese economic data, preview the September WASDE report, discuss wheat's role as the upside leader in grain and examine the volatility in livestock trade. Mike Zuzolo with Global Commodity Analytics joins us for a conversation. Learn more at https://www.globalcommresearch.com.