On Air Wednesday

2023-05-31T07:18:41-05:00May 31st, 2023|Quick Takes|

Your Wednesday reminder I'll be taking markets on RFD-TV at 8:45 (CT). Possible Topics: The last trading day of the month. Meteorological Summer starts Thursday Soil moisture readings are drier than last year at this time The last day of [...]

On Air Tuesday

2023-05-30T06:47:15-05:00May 30th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible topics: Last Friday's CFTC CoT numbers A week old but still interesting The resurgent boxed beef market Weekend leftovers 140 bpa corn? Not likely A possible debt-ceiling [...]

Monday Night Markets

2023-05-29T19:12:43-05:00May 29th, 2023|Quick Takes|

To begin with, I look forward to what your imagination comes up with about the weather map attached to this Quick Take. In reality it is a 72-hour precipitation accumulation map as of 19:00 (CT) on Monday, May 29. We [...]

On Air Wednesday

2023-05-24T05:29:10-05:00May 24th, 2023|Quick Takes|

I will be the guest on WIBW Radio's Ag Issues program at 6:00 (CT). You can listen live at this link: https://www.580wibw.com/ We'll cover as many markets as possible, though I have a hunch Kansas City wheat will generate the [...]

On Air Tuesday

2023-05-23T07:04:10-05:00May 23rd, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV talking markets at 8:15 (CT). As always, there is much to talk about. Weather forecasts for the end of May and early June Has Dec23 corn turned a bullish corner? Will wheat ever [...]

Sunday Night Markets

2023-05-21T19:12:46-05:00May 21st, 2023|Quick Takes|

The big news coming out of the weekend is the US debt-default debate is expected to continue Monday. I still see this getting settled sooner rather than later. As for the weather, the past 48-hour precipitation accumulation map shows a [...]

On Air Friday

2023-05-19T06:59:26-05:00May 19th, 2023|Quick Takes|

I will be talking markets with Michelle Rook on Markets Now at 8:40 (CT). Possible Topics: Corn Reversals? Lack of interest in US soybeans The Trident Known as Wheat Black Sea Grain Agreement Kansas Wheat Quality Council Tour Northern Plains [...]

On Air Wednesday

2023-05-17T07:23:23-05:00May 17th, 2023|Quick Takes|

Your Wednesday reminder I'll be talking markets on RFD-TV at 8:45 (CT). Possible Topics: The selloff in July corn Weaker basis indicates commercial pressure Export Sales cancellations? Noncommercial traders adding to their net-short futures position November soybeans extending long-term downtrend [...]

On Air Tuesday

2023-05-16T07:13:41-05:00May 16th, 2023|Quick Takes|

Your Tuesday reminder I'll be talking markets on RFD-TV at 8:15 (CT). Possible Topics? I'm not sure what direction the discussion will go this morning. There will most likely be some mention of NASS' latest made-up crop progress and condition [...]

On Air Monday

2023-05-15T07:19:13-05:00May 15th, 2023|Quick Takes|

I'll be visiting with my friend Mike Pearson on the Agriculture of America Talk Show at 9:30 (CT). Possible Topics: Possible long-term reversal patterns still alive in grain and oilseed markets. Is boxed beef topping, and if so, what might [...]

On Air Thursday

2023-05-11T09:50:07-05:00May 11th, 2023|Quick Takes|

I'll be visiting with Michelle Rook on Markets Now at 11:00 (CT). Possible Topics: Midday markets: How much can we read into today's action, because... of the Elephant in the Room Weekly Export Sales and Shipments Livestock markets are mostly [...]

On Air Wednesday

2023-05-10T08:10:01-05:00May 10th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV taking markets at 8:45 (CT). Possible Topics: A lot of movement in corn and soybeans this week, but nothing has changed. Wheat: Prototypical Weather Derivatives Is boxed beef topping? Let's see if Lean [...]

On Air Tuesday

2023-05-09T07:13:12-05:00May 9th, 2023|Quick Takes|

Your Tuesday reminder I'll be talking markets on RFD-TV at 8:15 (CT). Possible Topics: I could kid myself and list things that actually matter, but the truth is the conversation will start with the weekly NASS made-up numbers. But there [...]

On Air Monday

2023-05-08T06:53:44-05:00May 8th, 2023|Quick Takes|

I will be joining my friend Mike Pearson on the Agriculture of America talk show at 9:05 Monday morning. Possible Topics: We'll be talking about the Three Kings of Commodities (among other things) Confirmation of what we already knew about [...]

Sunday Night Markets

2023-05-07T19:15:32-05:00May 7th, 2023|Quick Takes|

I didn't see much in the way of news over the weekend, though stormy weather across Iowa is making headlines Sunday night. This could spark renewed buying in corn and possibly soybeans, the former also likely to see support from [...]

On Air Friday

2023-05-05T06:56:42-05:00May 5th, 2023|Quick Takes|

I will be joining my friend Michelle Rook on Markets Now at 8:45 (CT) to talk markets. Possible Topics: Has the corn market bottomed? And if so, is it fundamental or technical? Lackluster soybean exports A supply or demand issue? [...]

On Air Wednesday

2023-05-03T08:17:52-05:00May 3rd, 2023|Quick Takes|

Your Wednesday reminder I'll be talking markets on RFD-TV at 8:45 (CT). Possible discussions: Watson has sold the farm, and other things. Is it because of the banking industry scare? Continued interest rate hikes? The global economy in general? To [...]

On Air Tuesday

2023-05-02T06:32:48-05:00May 2nd, 2023|Quick Takes|

Your Tuesday reminder I'll be talking markets on RFD-TV at 8:15 (CT). If it were up to me, I'd continue the theme of Tuesday's Morning Commentary, "Minstrel of the Dawn": Corn: Bitter Green Soybeans: Summer Side of Life Wheat: Carefree [...]

Sunday Night Markets

2023-04-30T19:12:51-05:00April 30th, 2023|Quick Takes|

Good evening everyone. Let's start with some leftovers from last week: There were no deliveries against the May corn issues for Corn Soybeans Soybean Meal or Kansas City (HRW) Wheat But there was against Chicago (SRW) Wheat (2-day total of [...]

Back in the Office

2023-04-30T10:31:48-05:00April 30th, 2023|Quick Takes|

I am back in the office. Thank you for your patience this past week, and what a week it turned out to be. I've updated Report Commentary with the latest weekly export sales and shipments numbers and pace projections and [...]

On Air Wednesday

2023-04-26T05:10:45-05:00April 26th, 2023|Quick Takes|

I have a couple media appearances this morning. First, I'll be making my weekly Wednesday appearance on RFD-TV at 8:45 (CT). Second, I'll be joining my friend Mike Pearson on the Agriculture of America talk show at 9:05 (CT). Possible [...]

On Air Tuesday

2023-04-25T07:09:04-05:00April 25th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible Topics: The May-July corn spread We've seen this before, two years ago Corn and soybean basis starting to weaken What the September-December corn futures spread is telling [...]

On Air Monday

2023-04-24T04:49:27-05:00April 24th, 2023|Quick Takes|

I will be the guest on WIBW Radio's Ag Issues program Monday morning at 6:00 (CT). Possible topics: This past weekend's freeze across parts of Kansas, followed by this week's expected rains. Ongoing long-term downtrends in new-crop corn and soybeans. [...]

Sunday Night Markets

2023-04-23T19:14:24-05:00April 23rd, 2023|Quick Takes|

The big news over the weekend was a late April freeze that reached down into Kansas, with reports of ice in the stem of some HRW wheat around Salina (north-central part of the state). We'll see how their Kansas City [...]

On Air Friday

2023-04-21T12:32:19-05:00April 21st, 2023|Quick Takes|

I will be visiting with Michelle Rook on the closing Markets Now at 13:30 (CT) Friday. Possible Topics: China, of course The May-July corn and soybean spreads May option expiration and of course, China An active week out in the [...]

On Air Thursday: Link

2023-04-21T05:18:35-05:00April 21st, 2023|Quick Takes|

Good morning everyone. You can watch my Thursday appearance on BNN Bloomberg when we discussed the US beef market at this link: https://www.barchart.com/story/news/15924383/the-beef-market-is-sizzling-hot I enjoyed the conversation and look forward to working with them again.

On Air Thursday

2023-04-20T15:08:33-05:00April 20th, 2023|Quick Takes|

I will be a guest on BNN Bloomberg at 5:10 (ET)/4:10 (CT). We will be talking about: The recent stampede in the beef markets Recent skyrocket rallies in the softs sector Both tied to the weather to some degree, interestingly [...]

On Air Wednesday

2023-04-19T06:50:05-05:00April 19th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 talking markets. Possible Topics: An interesting overnight session with all sectors in the red. The continued climb of boxed beef and fall of lean hogs Cracks in basis and the One [...]

On Air Tuesday

2023-04-18T07:26:31-05:00April 18th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible topics: We all know what the lead will be, but I'll try to get us through that as quickly as possible. The continued incredible run by boxed [...]

On Air Monday

2023-04-17T06:48:05-05:00April 17th, 2023|Quick Takes|

I will be joining my friend Mike Pearson on the Agriculture of America talk show at 9:05 Monday morning. We will be talking about cattle, metals (most likely gold in particular), and crude oil. I hope you will join us.

Sunday Night Markets

2023-04-16T19:17:32-05:00April 16th, 2023|Quick Takes|

One news item jumped out at me over the weekend: Hungary and Poland have said they would put a halt on Ukrainian agricultural imports Both are viewed as Russian puppet states Russia has already stolen most of Ukrainian agricultural commodities [...]

Markets Now: Links

2023-04-13T09:28:06-05:00April 13th, 2023|Quick Takes|

Here are the links to this morning's Markets Now discussion with Michelle Rook. Video  https://www.agweb.com/markets/market-analysis/corn-and-soybeans-see-bull-spreading-china-biz-and-strong-cash-crude-oil Audio https://omny.fm/shows/markets-now-with-michelle-rook/markets-now-early-markets-4-13-23

On Air Thursday

2023-04-13T07:28:04-05:00April 13th, 2023|Quick Takes|

I will be visiting with Michelle Rook on Markets Now at 8:45 (CT) Thursday. Possible Topics: The red hot beef market, and what it means for the US economy. Spread activity in corn and soybeans this week Along that same [...]

On Air Wednesday

2023-04-12T07:00:09-05:00April 12th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Possible Topics March CPI, and should we even care This week's new all-time highs in live cattle Weather: Planting season for corn, soybeans, and spring wheat Growing season [...]

On Air Tuesday

2023-04-11T07:11:00-05:00April 11th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible Topics: Grain basis at a time of flux The continued cattle stampede What's next for wheat The economic roller coaster I hope you will join us.

On Air Monday

2023-04-10T08:29:33-05:00April 10th, 2023|Quick Takes|

A couple of media opportunities today. First, I'll be joining Mike Pearson on the Agriculture of America talk show at 9:05 (CT). Then I'll be visiting with Delaney Howell on the Ag News Daily podcast at 13:30 (CT). Possible Topics: [...]

Sunday Night Markets

2023-04-09T19:14:17-05:00April 9th, 2023|Quick Takes|

I didn't see a lot of breaking news over the weekend, reflected in relatively quiet markets so far Sunday evening. Financials The US dollar index was showing a small loss while US Treasury futures were quietly higher. Some light weekend [...]

On Air Thursday

2023-04-06T12:32:17-05:00April 6th, 2023|Quick Takes|

I will be joining my friend Michelle Rook on Markets Now at 1:30 (CT) to talk closing markets. I've had some questions come in about this, so will ask if I can repost the broadcast on our site. It should [...]

On Air Wednesday

2023-04-05T06:59:44-05:00April 5th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Possible Topics New 4-day lows in corn overnight. The soybean, sugar, orange juice, coffee connection. Celestial patterns on crude oil daily charts. US stock markets both equity and [...]

On Air Tuesday

2023-04-04T06:59:12-05:00April 4th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV talking markets at 8:15 (CT). Possible Topics The continued bull run in crude oil Foggy times in corn and soybeans Hard red wheat rallies What to make of the livestock sector I hope [...]

On Air Monday

2023-04-03T07:23:03-05:00April 3rd, 2023|Quick Takes|

I'll be joining my friend Mike Pearson on the Agriculture of America talk show at 9:05 Monday morning. We'll be talking about the weekend developments in markets, specifically the Chaos event of the OPEC+ announcement of a production cut. I [...]

Sunday Night Market

2023-04-02T19:14:13-05:00April 2nd, 2023|Quick Takes|

This look at markets could also be called the April Gusher as crude oil blew on the open. Weekend headlines were highlighted by OPEC+ announcing a 1.16 million barrels per day production cut, a move some analysts said would add [...]

On Air Friday

2023-03-31T06:54:21-05:00March 31st, 2023|Quick Takes|

I will be visiting with my friend Michelle Rook on Markets Not at 8:40 (CT) Friday morning. Possible Topics (given Michelle knows my thoughts on all things USDA): The elephant in the room will be quarterly Grain Stocks and annual [...]

On Air Wednesday

2023-03-29T07:13:25-05:00March 29th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Possible Topics: We will likely turn our attention to USDA's nonsense at the end of the week. Putting a spotlight on my latest Column, "What We Already Know" [...]

On Air Tuesday

2023-03-28T07:10:09-05:00March 28th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV talking markets at 8:15 (CT). Possible Topics: Are funds returning to grains and oilseeds? The continued strength of national average corn basis. Two Kings of Commodities change places (gold and crude oil). Treasury [...]

On Air Friday

2023-03-24T07:08:14-05:00March 24th, 2023|Quick Takes|

I will be visiting with Michelle Rook on Farm Journal's Markets Now at 8:40 (CT). Possible Topics: The intrigue that is the soybean market and soybean oil and meal Continued strength of corn basis The Lean Hogs Limbo (How low [...]

On Air Wednesday

2023-03-22T07:08:09-05:00March 22nd, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV talking markets at 8:45 (CT). Possible topics: The CFTC has caught up with its weekly Commitments of Traders report releases, the numbers showing us what we expected. The US Federal Reserve is set [...]

On Air Tuesday

2023-03-21T05:56:22-05:00March 21st, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 talking markets. Possible Topics: The meeting of "dear friends" in Moscow The Three Amigos with one missing Continued strength of corn and soybean basis and futures spreads What's weighing on wheat? [...]

On Air Monday

2023-03-20T06:41:32-05:00March 20th, 2023|Quick Takes|

I will be visiting with my friend Mike Pearson on the Agriculture of America talk show at 9:05 (CT) Monday morning. Our discussion could center on more of the big picture items today: Newsom's Market Rule #5 (as discussed in [...]

Sunday Night Markets

2023-03-19T19:13:30-05:00March 19th, 2023|Quick Takes|

A couple big news stories over the weekend: Swiss bank USB is reportedly buying Credit Suisse for $3 billion. This initially provided support to global equity markets overnight, but we'll see where everything sits Monday morning. The former occupier of [...]

On Air Wednesday

2023-03-15T05:28:27-05:00March 15th, 2023|Quick Takes|

I have a couple media engagements for you Wednesday. I'll be the guest on WIBW Radio (Topeka, Kansas) Ag Issues program at 6:00 (CT). You can listen live here: 580wibw.com I'll also be appearing on RFD-TV for my weekly Wednesday [...]

On Air Tuesday

2023-03-14T06:51:34-05:00March 14th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible Topics: The ripple effects of Silicon Valley Bank A new Black Sea Grain deal? Live Cattle looking toppy Other? I hope you will join us.

What’s Happening To The Banks

2023-03-13T13:25:53-05:00March 13th, 2023|Quick Takes|

There has been a slew of information and breaking headlines in the last few days about Silicon Valley Bank (SVB) and banks as a whole. I wanted to cut through the weeds and get to the basics of what has [...]

On Air Monday

2023-03-13T08:11:25-05:00March 13th, 2023|Quick Takes|

I'll be joining my friend Mike Pearson on the Agriculture of America talk show at 9:05 (CT) Monday morning. We'll be talking about market reaction to the collapse of the Silicon Valley Bank, some of which I touched on in [...]

Sunday Night Markets

2023-03-12T19:13:10-05:00March 12th, 2023|Quick Takes|

There continues to be a number of headlines flying around regarding the Silicon Valley Bank situation. We'll see what happens through Monday morning. Financials The US dollar index is under pressure, fitting with last week's turn to a short-term downtrend. [...]

On Air Monday

2023-03-06T07:16:39-06:00March 6th, 2023|Quick Takes|

I will be visiting with my friend Mike Pearson on the Agriculture of America talk show at 9:05 (CT). Topics: Renewed selling in grains to start the week. Benjamin Franklin Fish Similarity in soybeans and bean meal Continued volatility in [...]

Sunday Night Markets

2023-03-05T19:14:52-06:00March 5th, 2023|Quick Takes|

Financial US dollar index is showing a small gain to start the week, meaning the euro is posting a small early loss. US Treasury futures are mostly in the green Sunday night On the other hand, US stock index futures [...]

On Air Thursday

2023-03-02T07:18:33-06:00March 2nd, 2023|Quick Takes|

I will be on Farm Journal's Markets Now with Michelle Rook this morning at 8:40 (CT). Possible Topics: Leftovers from Wednesday's market action Including the sharp drop in national average corn basis July KC wheat holds the line in the [...]

On Air Wednesday

2023-03-01T07:40:41-06:00March 1st, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Possible Topics: My month-end available stocks-to-use calculations for corn, soybeans, and the three wheat markets. The incredible run being posted by live cattle. A bullish turn in lean [...]

On Air Tuesday

2023-02-28T06:54:30-06:00February 28th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV talking markets at 8:15 (CT). Possible Topics: The last day of meteorological winter Market bears came out of hibernation early Corn and Bean basis weakening Winter wheat woes All eyes on natural gas [...]

On Air Monday

2023-02-27T07:01:59-06:00February 27th, 2023|Quick Takes|

I will be joining my friend Mike Pearson on the Agriculture of America Talk Show at 9:05 (CT) Monday morning. Possible Topics: We'll be talking about my piece for Barchart last week discussing the cattle markets. Also, last Friday's Cattle [...]

Sunday Night Markets

2023-02-26T19:16:12-06:00February 26th, 2023|Quick Takes|

No US Super Bowl and no US 3-day holiday weekend means we have Sunday night markets folks may actually be paying attention to this evening. Financials The US dollar index is showing a small loss while the euro is posting [...]

On Air Wednesday

2023-02-22T07:03:12-06:00February 22nd, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV talking markets at 8:45 (CT). Possible Topics: The red hot boxed beef market and the ice cold US wheat market King Corn comatose overnight What's next for soybeans and bean meal Ditto Pork [...]

On Air Tuesday

2023-02-21T07:08:37-06:00February 21st, 2023|Quick Takes|

I have a couple appearances to start the week. First is my weekly spot on RFD-TV at 8:15 (CT). Then I'll be on Farm Journal's Markets Now at 8:40 (CT). Possible Topics: Increasingly bullish soybean and soybean meal fundamentals The [...]

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