Market Talk

We saw more meltdown in the markets on Friday amid China's announcement of a 34% retaliatory tariff on Friday. Soybeans, cattle, hogs, stocks and crude oil were sharply lower on Friday while corn actually end the day and week mixed to higher. Naomi Blohm with Total Farm Marketing joins us for analysis and perspective on today's show. Find more online by visiting https://www.totalfarmmarketing.com. Also, tariffs dominated the end of week market trade with heavy losses in stocks, crude oil, livestock and soybeans. Meanwhile, corn actually finished higher on the week. We get perspective on the tariff fallout and more from Tommy Grisafi from Nesvick Trading Group and AgBull Media. Find more online at https://www.agbull.com. And, there was so much headline news risk in the markets this week, that it seemed to overshadow things like supply and demand fundamentals. David Brock with The Brock Report joins us to take a look at the balance sheets, export demand and more in corn, soybeans and wheat to close out the week. Find more online as well at https://www.brockreport.com. ***Segment with David Brock originally recorded on Thursday 4/3/25 after the close***

Markets continued to see red in reaction to tariff news, Chinese retaliation against the U.S. on Friday and more. We break down the latest moves in grains (including corn holding its own), pressure in livestock and thoughts on crude oil breaking down to near $60 a barrel in WTI futures. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for Midday Commentary.

Fallout from President Trump's tariff announcements were felt throughout stocks, energies, metals, livestock and soybeans on Thursday. Corn and wheat, actually finished near unchanged on the day. We discuss market reaction to tariffs, weather factors and more today with Bryan Doherty from Total Farm Marketing. More at https://www.totalfarmmarketing.com. Plus, now that we have the tariff news, along with USDA acreage and grain stocks data, can the markets finally shift themselves to watching the weather as the main driver of trade? Shawn Hackett with Hackett Financial Advisors joins us to share his thoughts on that, tariffs and much more. Find more online by visiting https://www.hackettadvisors.com.

Markets are continuing to react to President Trump's tariff announcement from Wednesday with plenty of "risk-off" trade happening in various complexes. Corn and wheat, however, have worked back to unchanged after gapping lower in early trade. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary for Thursday, April 2rd, 2025.

Grain and oilseed markets were quietly mixed by the close as traders are seemingly waiting on pins and needles ahead of President Trump's tariff announcements on Wednesday afternoon. Also, a lot of weather is moving through the country and midweek and how could heavy rains affect spring planting in certain areas? Mike Zuzolo with Global Commodity Analytics joins us to discuss what he is tracking in the trade. Find more online as well by visiting https://www.globalcommresearch.com. Also, in Segment Four, we discuss Soy Foods Month and soy's role in global nutrition with Todd Hanten, South Dakota farmer and USB’s Health and Nutrition Priority Area Coordinator. Find more at https://www.unitedsoybean.org.

Markets are trading quietly mixed ahead of tariff announcements later on Wednesday afternoon. Mark Lucas with StoneX joins us to discuss the market action in grains and livestock on Wednesday.

Soybeans and soybean oil led the way higher on Tuesday as market bulls seemingly took charge to start the month of April. We saw moderate gains in corn and wheat and a solid day higher in livestock futures as well. Traders are no doubt gearing up for tariff news on Wednesday and weather is going to be back in focus as we get ready to ramp up spring fieldwork. Matt Bennett with AgMarket.net joins us today to discuss the market action and share his perspective as we kickoff a new month. Find more at https://www.agmarket.net.

Grains are higher at midday on Tuesday with soybeans and soyoil leading the charge. The same goes for livestock futures which have found good money flow on the first day of April. We talk markets with Arlan Suderman from StoneX in our Midday Commentary for Tuesday, April 1st, 2025.

The March 31st Prospective Plantings and Quarterly Grain Stocks reports came out from USDA on Monday and left us with one main theme: corn is apparently king for 2025 (at least as of now). We discuss the numbers and a fairly quiet market reaction overall in our USDA Roundtable with John Heinberg of Total Farm Marketing and Kristi Van Ahn-Kjeseth of Van Ahn & Company on today’s show. Find more for John online by visiting https://www.totalfarmmarketing.com and for Kristi by visiting https://www.vanahnco.com. As we flip the calendar to April and gear up for more spring fieldwork activity, some areas of the U.S. are set to get more precipitation in the form of rain or even snow this week. Eric Snodgrass with Nutrien Ag Solutions joins us to share details on the weather setup for this week and more. Find more online as well at https://www.ag-wx.com.

USDA is calling for 95.3 million acres of corn to be planted this spring in the U.S. along with just shy of 83.5 million acres of soybeans. There were not many changes to the grain stocks number as well that were released on Monday. Arlan Suderman, Chief Commodities Economist at StoneX joins us to recap the data in our Midday Commentary.

Wheat had another lower day while soybeans and corn reversed off the lows to finish quietly higher. Meantime, livestock trade was lower into the weekend as traders gear up for Monday's USDA data dump and more. Bryan Doherty from Total Farm Marketing joins us to close out the week in the markets. More at www.totalfarmmarketing.com. Also, Friday was a rough day in the stock market while the ag complex was mostly mixed heading into the weekend. We discuss stocks, cattle, the grain complex heading into next week's USDA reports and much more with Tommy Grisafi from Nesvick Trading and Ag Bull Media. Contact Tommy and fine more at https://www.agbull.com. And we kick off the show with some agronomic tips and advice ahead of spring planting in the Northern Plains with Ryan Peterson from WinField United in Segment One.

We had a fairly quiet ag market trade at midday on Friday while we saw heavy pressure in the stock market. Arlan Suderman from StoneX joins us to discuss ahead of the weekend.

A report about the Trump Administration telling biofuel and oil industry players to figure out the future of biofuel policy gave a jolt to soybeans and soybean oil on Thursday. Meantime, corn and wheat struggled again while cattle futures found support after a slow start. Garrett Toay with AgTraderTalk joins us to discuss the market action. Find more online by visiting https://www.agtradertalk.com. Also, we sit down with AgriGold agronomist Josh Johnston to discuss the importance for uniform corn emergence and tips to achieve that this spring. Find more online and reach your local agronomist by visiting https://www.agrigold.com.

Soybean oil and soybeans are the story on Thursday with apparent strength from comments by the Trump Administration about having oil and biofuel groups work together on updated biofuels policy. Meantime, corn and wheat are quiet and livestock is mixed. We talk about it with Arlan Suderman from StoneX.

We Chicago wheat lead the entire wheat complex and the corn market lower on Wednesday while soybeans were quietly mixed. Is wheat leading this corn market wherever it wants ahead of next week's USDA data dump, tariff news and more? Plus, boxed beef is trading strong this week helping to support this cattle market more it seems. Mike Zuzolo with Global Commodity Analytics joins us to walk through the market dynamics at midweek. Find more online at https://www.globalcommresearch.com.

We saw cattle and hog futures finding some strength at midday while it was another quietly lower day in grains and oilseeds. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Wednesday.

We saw grain and cattle markets drift lower on Tuesday with a lack of fresh news to really influence the trade. How do we prepare and manage our risk ahead of key reports from USDA next week along with tariffs on April 2nd and more? Tyler Schau with AgMarket.net joins us to discuss on today's show. Find more at https://www.agmarket.net. Also during segment two, we head back to Commodity Classic for a conversation with Brent Babb, U.S. Soybean Export Council (USSEC) regional director for EU/MENA.

Grain markets, along with the cattle complex, are trading quietly lower on Tuesday. We just can't seem to stir up any fresh news to drive this trade and we continue to drift. Ryan Moe with StoneX joins us for thoughts in our Midday Commentary.

Grains are mostly lower to start the week on Monday while cattle futures are a bit higher and stocks are showing some optimism. We talk markets with Arlan Suderman from StoneX.

We saw a very quiet week come to an end on Friday with slightly lower corn and bean trade and slightly higher wheat trade. Amid the talk of the upcoming USDA reports and tariffs, it doesn't seem like we have much weather premium in the markets. That's one of many topics we discuss with DuWayne Bosse from Bolt Marketing on today's show. More at https://www.boltmarketingllc.com. Also, how concerned should farmers truly be about tariffs and the April 2nd date being widely talked about? We get some thoughts on this and why farmers should not be worried with Josh Hayes from Hedge Plus. More at https://www.hedge-plus.com.