The Final Bell

5-20-22 • Markets dominated by the macro’s • Energy markets • Planting & weather concerns • Inflationary cycle • What happens if the stock market gets in trouble?

5-18-22 *Outside market influence *Lower grains today *Hogs moved to finish to the positive *Wheat tour continues *COVID & China & its import impacts *Beans & China *UN and moving grains

5-17-22 *Corn moved lower *Beans moving slow planting pace *Overall planting progress *Export sales are quiet *Wheat market another leader *Cattle prices see early cash sales

5-16-22 • Wheat is the big news • Weekend happenings bringing up the wheat • Weather concerns from recent storms • Prevent plant? • A lot of agronomic questions will weigh on the markets going forward • Livestock dealing with higher grain

5-12-22 *How did the WASDE report look overall to you? *What are the biggest surprises from the report? *Why was the 2022 corn yield adjusted from 181 bushels per acre to 177 bushels per acre? *How you think USDA did on adjusting the exports for Ukraine? *What are the factors that the corn and soybean markets focus on now? *Is it too soon to get concerned about prevent plant acres in the northern plains? *How is planting going in Ukraine?

5-11-22 • USDA report out tomorrow • Expectations for the report • Crop progress • Ukraine update • Inflation data out this morning • Prevent plant is the potential there? • Corn vs. cattle market

5-10-22 • Inflation • Interest rates • Pre-report estimates • Weather • Tyson earnings • Why does cattle not go up when corn goes down (listener question)

5-9-22 • Update on the South American crop • Down day in the grains • Export trade • Two sides to the equation we are focusing on • Warm weather optimism • Mixed to lower livestock • Lower corn-why not higher cattle?

5-6-22 *A lot of questions on corn & slow planting *Equity markets-have to be watched *Cattle struggled at the end *ASF in Rome

5-5-22 *Beat up of the stock market *Diesel making new highs *Helpful rains *Slow planting place but warm next week *India wheat *South American drought *Ukraine still in the background

5-4-22 *Feds announcement *Ukraine getting some exports out *Good warm up across the Midwest *Production estimates in Brazil see decline *India & wheat what's behind it all?

5-3-22 *Reversal in corn *Any surprises in planting progress *Wednesday FED Meeting *Buy everything attitude in commodities is playing as well

4-29-22 *EPA & E15 *Wheat vs. Corn *Palm oil *Higher Cash *China purchases & COVID lockdown *Higher Cash Cattle

4-28-22 *What are the major factors that the corn and soybean markets are focused on? *Will weather be a Chicago concern? *How is planting progress for corn looking compared to other years? *What does the planting progress in Ukraine look like? *How are grain shipments out of Ukraine going? *Is demand for corn and soybean holding up okay with the higher prices? *How do the current prices for December futures compare to other years?

Wednesday's Fontanelle Final Bell features Arlan Suderman, Chief Economist with Stone X. The current market has a wide variety of influences, but Suderman condenses down the most important influences of the day.

The Fontanelle Final Bell on Tuesday is joined with Heather Ramsey from the ARC Group. The market is finally starting the make the transition from old crop supplies to the soon growing new crop supplies.

4-25-22 • Turn around in Corn • Came off session lows in grains • News is on the quiet side • Crop update out later today • Limit down on the livestock • Crude oil off their lows

4-22-22 • Pull back in the markets • Worst crops since ‘96 • World crops • Heifers/cows headed to market • Dry weather concerns with high feed stuffs

4-21-22 • Dry weather going into spring planting • Ethanol margins • Important high in May on the grains • Black Sea Region planting progress • South America second crop • Milk prices • Herd liquidation beef/dairy

4-20-22 *Weather *High inflation *Corn make new highs while beans had a breakout day *Brazil weather *Winter Wheat index *Spring planting implication *Cattle saw a breakout to the upside