Currencies
The US dollar index ($DXY): The Index still looks to be in a major (long-term) uptrend that was confirmed as the greenback posted a new 4-month high during March 2026. [...]
US 30-Year T-Bond Monthly
I didn't have room for the US 30-year T-bond monthly chart in the Financials segment of Monthly Analysis, but I wanted to highlight the move in long-term yield during September. [...]
Financials
The S&P 500 ($INX) consolidated during September before closing at 7,651.54, down 34.60 (0.45%) for the month. Theoretical Positions: Investors likely bought back into the Index durning April and are [...]
It Finally Stopped Rolling
Afternoon Summary: A little behind the scenes story for you: When the clock struck High Noon (ET), I didn’t look at markets. Any markets. Any sector. Until it was time [...]
2026: Quarterly Grain Stocks and Small Grains Summary
USDA's Keno numbers have been revealed! Corn ~ 2.095 billion bushels (bb): BEARISH as compared to USDA's own September 2025-2026 ending stocks estimate of 1.922 bb and the average pre-report [...]
CME Daily Price Limits
While I don't think we will see daily price limits hit in the Grains sector Wednesday, it is a possibility. (With a possible ripple effect into the Livestock sector as [...]
Export Sales Announcement
USDA announced sales of 105,000 mt of 2026-27 soybeans to unknown destinations.
The Wilhelmi Element
Morning Summary: Last Friday, after all ‘heck’ broke loose in the commodities complex following another overhyped meeting between the presidents of China and the US, a friend from southern Nebraska [...]
December Corn Continuous Monthly
Similar to what I talked about in this space Tuesday with November Soybeans, the continuous monthly chart for December corn could show a bearish turn by the end of Wednesday's [...]
Preview: September 1 Quarterly Grain Stocks
Good morning everyone! Do you have your Keno cards[i] ready for USDA’s latest game of chance, this one known as the quarterly Grain Stocks report? Yes, there is also a [...]
A Classic Throwaway Day
Afternoon Summary: Let me start by saying Tuesday was a classic Throwaway Day, generally in any sector you wanted to look. On the financial side, Wednesday marks the end of [...]
November Soybean Continuous Monthly
It could be no other way. As mentioned in Tuesday's Morning Commentary, the Nov26 soybean contract was sitting at $12.88 early Tuesday morning, with a look at the November-only continuous [...]
Time for a Second Cup
Morning Summary: It’s been a while since I’ve been able to open Morning Commentary by saying it was a quiet overnight session, but that’s what I noticed going quote page [...]
The Art of War
Afternoon Summary: It seems the general consensus to last week’s much hyped meeting between the US president and China’s President Xi is the former lost bigly to the latter – [...]
The Red Cs
Morning Summary: The commodity complex was off to a bearish start this week. Those who are inherently bullish will be quoting famed cartoon character Garfield the Cat, “I hate Mondays”, [...]
This Week’s Schedule
Monday, September 28 through Friday, October 2 (all times CT): Monday 9:05 Agriculture of America Talk Show with Jesse Allen Tuesday 8:15 RFD-TV 13:15 RFD Profit Watch with DeLoss Jahnke [...]
Live Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. National average basis remains strong, (see Basis Analysis), so cattle should be moved when ready. [...]
Feeder Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures. Investors are likely on the sidelines, waiting for a clear buy signal. Seasonal Analysis The November contract looks [...]
