I was relaxing Friday evening, following another complex week of market activity, when I received a message from Ben that read, "Classic Friday". He attached a piece from APNews... Before [...]

USDA announced sales of 100,000 mt of corn to Mexico. 30,000 mt for the 2025-2026 marketing year 70,000 mt for the 2026-2027 marketing year

Given the headlines (see Friday's Headline of the Day in Quick Takes) and the rain that moved across the US Midwest this 3-day holiday weekend (slide 2), I was expecting [...]

As expected on this US holiday, one the current administration doesn't acknowledge other than knowing markets are closed for the most part, there are conflicting headlines. However, I've been digging [...]

USDA announced export sales Thursday morning: 132,000 mt of 2026-2027 soybeans to China By my count, this is the first US new-crop soybeans sold to China. We’ll see if there [...]

As expected, the US Federal Reserve left the Fed fund rate  unchanged, the range to between 3.5% and 3.75%. According to a CNBC piece posted by Jeff Cox, Chairman Warsh's [...]

USDA announced sales of 372,000 mt of soybeans to unknown destinations. 60,000 mt for the 2025-2026 marketing year 312,000 mt for the 2026-2027 marketing year

While the US president spent Sunday proclaiming and pretending to sign a "deal" to end his War on Iran, bombs continued to be launched in the Middle East. But, as [...]

You can read a large part of my extended conversation with Ernest H0ffman of Kitco News on gold, oil, interest rates, etc. here: (LINK)

May Producer Price Indexes (PPI) were released Thursday morning. Monthly PPI up 1.1% as compared to the projected 0.7% and the previous 1.1% Year over year PPI up 6.5% as [...]

Here are the links to Wednesday’s Markets Now discussion with Michelle Rook: Farm Journal YouTube and Farm Journal TV: (LINK) Markets Now Audio Podcast: (LINK)

May Consumer Price Indexes (CPI) were released Wednesday morning. The Producer Price Indexes (PPI) will be released Thursday, June 11. Monthly CPI up 0.5% as compared to the projected 0.5% [...]

USDA announced sales of 120,000 mt of 2025-2026 corn to unknown destinations.

USDA announced export sales Monday morning: 264,000 mt of 2026-2027 soybeans to unknown destinations 103,000 mt of corn to Japan 40,000 mt for 2025-2026 63,000 mt for 2026-2027

USDA announced sales of 190,000 mt of 2025-2026 soybean cake and meal to the Philippines.

USDA announced sales of 115,000 mt of 2026-2027 corn to Colombia.

USDA announced sales of 136,000 mt of 2026-2027 corn to South Korea.

USDA announced sales of 192,000 mt of soybeans to unknown destinations. 60,000 mt for the 2025-2026 marketing year 132,000 mt for the 2026-2027 marketing year

You can listen to my Tuesday morning Agriculture of America talk show conversation with host Jesse Allen here: (LINK)

As expected, markets reacted to the obvious manipulation with the US president's "announcement" that a deal to open the Strait of Hormuz would completed 'soon'. Any rational human being knows [...]

If you are familiar with what the game of market manipulation has become, you will easily see through the headlines making the rounds Saturday afternoon and evening through Sunday morning. [...]

We are back in the office. As always, I appreciate your patience while we were away. I will get to work on catching up with some of what I missed [...]

Hi everyone. I need to take some personal days, so will be away from my computer and markets until next Tuesday. I apologize, I know how volatile things have become, [...]

Here are the links to Wednesday’s Markets Now discussion with Michelle Rook: Farm Journal YouTube and Farm Journal TV: (LINK) Markets Now Audio Podcast: (LINK) You can also watch a [...]

A couple headlines stood out to me Sunday afternoon and evening. First, from CNBC. com: (The US president) warns Iran to 'get moving' or 'there won't be anything left. Right...Anyway, [...]