The Final Bell

10-8-20

• WASDE Report due out tomorrow

• Very dry conditions in Brazil

• Wheat pays attention to dryness in the U.S.

• A lot of volatility in the trade

10-7-20

• Wheat up big again

• All the grains up again

• How can we interrupt negative numbers on the deferred contracts?

• All of this related to weather globally

• We are looking at potential serious weather issues

• China, even on holiday, jumped into the markets to make purchases

• Does China panic in weather markets both here & in South America

• Feeder cattle continue to struggle

10-6-20

• Key technical points on the corn & soybeans

• Who will be the next big bean buyer?

• Funds are they going to be long?

• WASDE on Friday…how does that effect livestock?

• Feeder cattle index has had a history of putting in a top in the beginning of October

• What should we do with the calves? Do we hold & wait?

• Cattle have been stuck in a range-does that make a boring trade?

• Boxed beef is the low being put in?

• COVID cases picking up does that make livestock nervous?

10-5-20

• Chance for more rain in South America…really not a make or break

• WASDE report out on Friday

• Crop Progress report

• Export sales holding strong

• Ethanol has some support taking place

• Dollar trade & grains

• Cash cattle is hanging in there

• Lack of momentum in the feeder cattle

• Seeing a lot of cattle coming off grass

• Hogs keep pushing to the upside

10-2-20

• Recap the corn and soybean markets for the week.

• Why have the markets been so volatile this week?

• Did you see any surprises from the quarterly stocks report?

• Do you think the smaller stocks were because of more demand or smaller crop?

• Is there a way to forecast possible prices based on the information from the quarterly stock’s numbers?

• What are possible corn and soybean prices based on the latest information?

• How is the weather looking in South America?

• What are the factors the corn and soybean markets will be focused on going forward?

• What are your thoughts on basis going forward? Sell off combine or hold?

10-1-20

• Exporting ethanol to Brazil…now they are trying to get plants started up

• Circle the wagon on the USDA report of Wednesday

• Weather in South America & Russia dry patterns picking up

• What are the yields looking like?

• October 9th crop report

• Will China keep buying? Alliances in South America

• Livestock showing tighter numbers on cattle

• Asia buying in October for the holidays will see what it brings

• Hogs see cash on fire…moved up to some levels that could see a top out

9-30-20

There was plenty to talk about coming off of the USDA report that sent corn, soybeans, and wheat sharply higher but also threw a wrench in cattle trade. Arlan is keeping an eye on weather in both South America and the Black Sea Region. He also breaks down cash trade in cattle and why hogs are still trying to sort out their latest report almost a week later.

Arlan Suderman of StoneX joined us for Wednesday's Fontanelle Final Bell. There was plenty to talk about coming off of the USDA report that sent corn, soybeans, and wheat sharply higher but also threw a wrench in cattle trade. Arlan is keeping an eye on weather in both South America and the Black Sea Region. He also breaks down cash trade in cattle and why hogs are still trying to sort out their latest report almost a week later.

9-29-20

• Quarterly grain stocks report out on Wednesday

• Yields are coming in better than expected

• What do we do with grain coming off the combine?

• China is set to go on holiday

• Hogs went up fast

• Cattle on feed report…chance for more cattle to come off grass faster?

• Is some of the markets preparing for what can be said in tonight’s debate?

• Nervousness over the next 6-8 weeks

• Control what you can control

9-28-20

• Officially entered the pre-election madness which will bring market volatility

• We will get more wait & see to sell until this is all over

• We are moving into the core weather worry for South America

• Winter wheat issues in Russia…any issues here in the states? They are #1 exporter

• Dairy update-there is some worries about post-election

• Cattle on Feed Report-reaction

• Hogs & Pigs Report-reaction