Market Talk

Markets finished somewhat mixed on the day Wednesday as we watch escalating tension in the Middle East once again, concerns over world economies like China and and overall bearish mindset in the grain markets particularly. We examine all the dynamics at play here and have a end of the month wrap-up conversation with Mike Zuzolo from Global Commodity Analytics. Learn more at https://www.globalcommresearch.com.

The beef industry is buzzing with an exciting trend to fill the beef supply gap – raising beef-on-dairy cattle. This innovative approach to raising high-quality beef is shaking up the market, driven by changing consumer preferences, a decline in traditional beef cattle numbers, economic factors and the need for more sustainable livestock practices. Joining us today is Laurence Williams, dairy beef cross development for Purina Animal Nutrition to discuss the beef-on-dairy sector and reveal key findings from their must-read Beef-on-Dairy Industry Report. View that report online at https://purinamills.com/dairy-beef.

Plenty of outside market news having various impacts on the market trade to close out the month of July including rising tension again in the Middle East, economic news to watch and much more. We discuss the midweek and end of month market action with Arlan Suderman from StoneX.

A lot of bearishness is continuing in the markets, grains in particular, as we close out the month of July this week. And there are plenty of producers staring at a lot of old crop in storage, minimal new crop marketing on the books and much more. We discuss the risk that is out there for producers right now, look at charts for various markets and have a conversation about managing your risk on today's show with Brian Splitt from AgMarket.net. Learn more at https://www.agmarket.net.

More pressure being seen in soybeans on Tuesday with a mostly quiet day elsewhere in the markets. We discuss grain and livestock action today with Arlan Suderman, Chief Commodities Economist at StoneX.

Soybeans saw more pressure on Monday along with heavy pressure in cattle and hog futures. Wheat was slightly higher and that helped pull corn to a positive finish on the day. Overall, these markets have too much risk in them to not get defensive with your marketing strategy. We discuss that with John Heinberg from Total Farm Marketing on today's show. Learn more at https://www.totalfarmmarketing.com.

Last week, we were discussing the potential of a hot and dry August for many parts of the western Corn Belt. This week, a much less threatening outlook as we roll the calendar over to a new month. Eric Snodgrass with Nutrien Ag Solutions joins us for a conversation and a look at the latest weather forecast. Learn more at https://www.ag-wx.com.

We saw a huge selloff in the grain markets on Friday as weather forecasts turned a little cooler and wetter than they had been earlier this week and that prompted traders to take some profit into the weekend. Plus, the Dow Jones was up sharply on Friday and livestock had a mixed tone. We discuss the end of the week in the trade and overall sentiment in farm country with Conner Bridgman and Brady Huck from Advance Trading Inc. and ATI Pro Media. Learn more at https://www.advance-trading.com.

Also on today's show, we discuss the ag economy downturn more broadly and look at a new report from Rabobank titled Tightening the corn belt: How US farmers adjust input spending when commodity prices fall. Owen Wagner, Senior Analyst – Grains & Oilseeds with Rabobank joins us to explore how expenditures for major input categories – machinery, fertilizer, seed, crop protection, and land – are influenced by declining farm profitability.

Sharp selloff in grains on Friday as traders seemingly took some weather premium out of the market ahead of the weekend. Meantime, we got more economic data out on Friday and a livestock trade that was relatively mixed. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss.

The term "flash drought" has been floating around the grain markets all week long as we saw soybeans rally again on what appeared to be weather related short covering. We discuss the overall market sentiment in grains and livestock as we near the end of July. Bryan Doherty from Total Farm Marketing joins us for that discussion on today's show. Learn more online by visiting https://www.totalfarmmarketing.com.

Soybeans were the stay at midday on Thursday while wheat was under some pressure and corn was stuck in the middle. We discuss the grain and livestock markets along with some new economic data out this morning with Arlan Suderman from StoneX.

We saw a bit of a weather rally in U.S. markets to start the week while things turned mixed and quiet on Wednesday. However, Mike Zuzolo with Global Commodity Analytics makes the case the fund managers might be finally turning their attention to weather related supply risks globally. We discuss what that could mean and more on today's show. Contact him online at https://www.globalcommodityanalytics.com.