Show cover of Market Talk

Market Talk

Bringing you the agriculture marketing information you need, daily! Hosted by farm broadcaster and media personality Jesse Allen; tune in as we talk with various marketing experts about the market trade and suggestions for marketing.

Tracks

Thursday, April 11th, 2024- Bryan Doherty and Tanner Ehmke
The April WASDE Report from USDA was out on Thursday and it seemed largely uneventful as there were not many talking points. The biggest was probably the lack of USDA cuts to South American crop numbers despite other agencies making large cuts. We discuss the report and talk about managing risk with Bryan Doherty, Senior Market Advisor at Total Farm Marketing. Learn more at https://www.totalfarmmarketing.com. Plus, we discuss a new CoBank report that examines the risks and potential of overbuild in the soybean crush arena as we continue to see rapid expansion and growth in that segment of agriculture. Tanner Ehmke, Lead Grains and Oilseeds Economist at CoBank, joins us to discuss the report. Learn more online by visiting: https://rb.gy/lyc2z5
41:25 4/11/24
Midday Commentary 4/11/24 (April WASDE Recap)- Arlan Suderman
A fairly uneventful April WASDE report out on Thursday from USDA. We discuss the numbers and a few things of note with Arlan Suderman, Chief Commodities Economist at StoneX.
04:44 4/11/24
Wednesday, April 10th, 2024- Mike Zuzolo and Troy Bauer
KC wheat found some great strength on Wednesday while new consumer price index data, hotter than expected, weighed heavily on outside markets. That in turn, weighed on livestock trade and the rest of the grain complex. We discuss all of that and more on the show with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com. Also, we discuss soybean cyst nematode (SCN) pressures and some tips for farmers to keep in mind as we start spring planting. Troy Bauer, BASF Senior Field Technical Representative, Seed Treatments, joins the show to discuss SCN and their new website https://SCNFields.com that has more information for farmers to manage SCN in their fields.
41:24 4/10/24
Tuesday, April 9th, 2024- Tyler Schau
Cattle futures found solid follow through support on Tuesday as the markets are recovering from last week's selloff. Meantime, grain trade was quietly lower on the day with little in the way of fresh news. We discuss risk management ideas for both grains and livestock with Tyler Schau from AgMarket.net on today's show. Learn more online by visiting them at https://www.agmarket.net.
41:25 4/9/24
Midday Commentary 4/9/24- Mike Castle
Grains are mostly mixed to weaker in quiet action on Tuesday while we also get an update on the fertilizer markets again today with Mike Castle from StoneX.
05:04 4/9/24
Monday, April 8th, 2024- John Heinberg and Eric Snodgrass
Markets largely were quiet on the day Monday as we saw plenty of two-sided trade in grains with KC and Minneapolis wheat the upside leaders and pressure in bean oil. Cattle futures saw a nice rebound with strength in boxed beef prices on Monday. We discuss the market action to start the week with John Heinberg from Total Farm Marketing. Learn more online at https://www.totalfarmmarketing.com. Eric Snodgrass with Nutrien Ag Solutions also joins the show to give us a rundown of the weather outlook for the week ahead. Will we still see some good windows for spring planting across the Corn Belt? How do the new long range models look for summer? And oh yeah......there's a solar eclipse happening today. More details at https://www.ag-wx.com.
41:25 4/8/24
Friday, April 5th, 2024- Tommy Grisafi and Dennis Smith
Cattle collapsed AGAIN on Friday while gold soared higher. Wheat had a decent rally on the day while corn and soybeans saw mostly mixed trade. Tommy Grisafi with Advance Trading and ATI Pro Media joins the show to give us his perspective on everything happening in the markets to start the month of April. Learn more online at https://www.advance-trading.com. Also, we listen back to a conversation Jesse had with Dennis Smith of Archer Financial Services on the Wednesday, April 3rd, 2024 episode of Agriculture of America (AOA) about the volatility in the livestock trade this week. They discuss cattle/bird fly, the strength in the hog market and much more.
41:23 4/5/24
Midday Commentary 4/5/24- Arlan Suderman
Wheat has continued to rally on Friday while gold continues to soar higher. We discuss the end of the week market trade action with Arlan Suderman, Chief Commodities Economist at StoneX.
04:58 4/5/24
Thursday, April 4th, 2024- Bryan Doherty and Drew Clark
We saw a fairly quiet day overall in grain and livestock trade on Thursday as Minneapolis wheat continued to reverse off Wednesday's lows and consolidate at the top end of the range while corn was quiet and cattle rebounded some on the day. Are the markets finally stabilizing after a week full of volatility? We discuss with Bryan Doherty, Senior Market Advisor at Total Farm Marketing. Learn more at https://www.totalfarmmarketing.com. Also, we learn more about the U.S. Environmental Protection Agency registering Tolvera™ herbicide for effective broadleaf and grass weed control in spring and winter wheat, durum and barley. Drew Clark, Corteva Agriscience Cereal Herbicide Product Manager, joins us to share details in Segment Two. Learn more online as well at https://Corteva.us/Tolvera.
41:04 4/4/24
Midday Commentary 4/4/24- Arlan Suderman
Markets largely feel like they are drifting in grains on Thursday with a slight recovery in livestock. We get some perspectives from Arlan Suderman with StoneX in our Midday Commentary.
04:16 4/4/24
Wednesday, April 3rd, 2024- Mike Zuzolo and Mike Castle
More states are announcing cases of HPAI in dairy herds as the outbreak continues and the markets continue to watch very cautiously. We get thoughts, perspective and market insights on the cattle situation PLUS a look at a wheat led grain rally on Wednesday. Mike Zuzolo with Global Commodity Analytics joins the show today to discuss. Learn more online by visiting his website at https://www.globalcommresearch.com. Also in Segment One, we share our Midday Commentary from Wednesday with Mike Castle of StoneX who shares some thoughts on the fertilizer and energy markets at midweek.
41:05 4/3/24
Tuesday, April 2nd, 2024- Matt Bennett
Matt Bennett from AgMarket.net joins Jesse Allen on today's show to discuss the tough grain markets to start the month of April including thoughts on the USDA acreage numbers and why corn's outlook is not that bullish. They also discuss the impact of bird flu on the cattle market and even throw in a little March Madness basketball to start. Learn more online by visiting https://www.agmarket.net.
41:05 4/2/24
Midday Commentary 4/2/24- Mike Castle
Grains are mixed and crude oil is flirting with $85 a barrel on Tuesday. We discuss what is moving these markets with Mike Castle from StoneX in our Midday Commentary.
05:15 4/2/24
Monday, April 1st, 2024- John Heinberg and Eric Snodgrass
On Monday, grains were mostly lower to start the month of April with KC and Minneapolis wheat our downside leaders. Meantime, both live and feeder cattle took a sharp turn downward late in the session to close with heavy losses. What exactly happened there? We discuss all that and more with John Heinberg from Total Farm Marketing. Learn more online as well at https://www.totalfarmmarketing.com. There is potential for a widespread severe weather outbreak and heavy rain for parts of the U.S. early this week. We discuss that and some of the mid-range outlooks for April and planting season with Eric Snodgrass from Nutrien Ag Solutions in our Weekly Weather Update video. Learn more at https://www.ag-wx.com.
41:04 4/1/24
Midday Commentary 4/1/24- Arlan Suderman
Markets finding some mixed pressure to start the month of April on Monday. We discuss the trade action at midday with Arlan Suderman, Chief Commodities Economist at StoneX.
04:41 4/1/24
Friday, March 28th, 2024- DuWayne Bosse and Kristi Van Ahn-Kjeseth
Markets are closed on Good Friday, but that doesn't mean we can't discuss the USDA report fallout from Thursday! One of the big questions is, will 90 million acres of corn actually hold true in 2024? We discuss the grain stocks, planting intentions, bird flu in cattle, risk management strategy and more in our USDA Roundtable program. DuWayne Bosse from Bolt Marketing and Kristi Van Ahn-Kjeseth from Van Ahn & Company sit down with Jesse Allen to recap the reports and share their thoughts with producers. Find them at https://www.boltmarketingllc.com and https://www.vanahnco.com.
37:01 3/29/24
Thursday, March 28th, 2024- Bryan Doherty and Ted Seifried
On Thursday, we ended the month and quarter with USDA releasing the Prospective Plantings and Quarterly Grain Stocks reports. Those reports showed a few surprises including corn acres down to 90 million and corn stocks some 80 million below the pre-report average estimates. We are going to breakdown the numbers and talk through things on today's program. Bryan Doherty from Total Farm Marketing and Ted Seifried from Zaner Ag Hedge both join us to give their thoughts on the reports and the market action that came as a result with corn higher, soybeans mixed and more. Learn more about their respective companies at https://www.totalfarmmarketing.com and https://www.zaner.com.
41:24 3/28/24
Midday Commentary (March USDA Reports) 3/28/24- Arlan Suderman
USDA says less corn acres than expected on the latest Prospective Plantings report with soybeans and wheat pretty much in line with expectations. We discuss the numbers and the market reaction with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary. Link to the report numbers here: https://americanagnetwork.com/2024/03/upcoming-usda-releases-grain-stocks-and-prospective-plantings-reports/
06:30 3/28/24
Wednesday, March 27th, 2024- Mike Zuzolo
Mike Zuzolo with Global Commodity Analytics joins us on today's program to discuss the market action near the end of the month. We look at monthly charts for corn, soybeans, wheat and correlations between the commodities and what is wrong with the overall picture. Learn more online by visiting https://www.globalcommresearch.com.
41:24 3/27/24
Midday Commentary 3/27/24- Arlan Suderman
Markets are quiet and mixed on Wednesday ahead of the end of the month, end of the quarter and a ton of data on the way from USDA plus the PCE inflation index on Friday. We discuss with Arlan Suderman, Chief Commodities Economist at StoneX.
04:59 3/27/24
Tuesday, March 26th, 2024- Jacob Burks and Dan Miller
Grains were under pressure on Tuesday while cattle were under heavy pressure on the session. We discuss managing your risk heading into Thursday's big USDA reports and some of the headlines news impacting the trade with Jacob Burks from AgMarket.net. Learn more online by visiting their website at https://www.agmarket.net. We also learn more about Steward, an online lending platform for farms, fisheries, ranches, and food producers, is a pioneering force of more than $30 million in funding behind several producer-driven agricultural infrastructure projects aimed at revolutionizing the way agricultural goods are produced, processed, and marketed. Dan Miller, founder of Steward, joins us to share more and have a conversation.
41:26 3/26/24
Monday, March 25th, 2024- John Heinberg and Eric Snodgrass
The soy complex had a solid day on Monday to start what is going to be a busy week in the trade with the USDA reports out on Thursday. We discuss some risk management thoughts ahead of Thursday and look at the livestock and dairy trade with John Heinberg from Total Farm Marketing. Learn more at https://www.totalfarmmarketing.com. Over the past few days and into this week, much of the Midwest and Plains has seen everything from snow and high winds to heavy rain. How will this help overall soil moisture ahead of spring planting? Also, is there more to come in the forecast ahead of Easter weekend? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss. More at https://www.ag-wx.com.
41:23 3/25/24
Midday Commentary 3/25/24- Arlan Suderman
It's a mostly positive day in grains as we gear up for the big USDA reports on Thursday. But we also need to think about the end of the month and end of the quarter positioning that can happen in the markets this week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss.
03:09 3/25/24
Friday, March 22nd, 2024- Mike Minor and Barry Benson
The soy complex came under heavy selling pressure on Friday as we saw a reversal lower after what was a solid week of trade. Corn was quiet, wheat was slightly higher and livestock were mixed. Mike Minor with Professional Ag Marketing joins us on today's show to provide market thoughts and discussions around both old and new crop marketing this spring. Learn more online by visiting https://www.professionalagmarketing.com. Also, Barry Benson, VP of Agribusiness Banking at FNBO joins the show to provide thoughts on the overall state of the ag economy, ag lending, fraud/data protection for farmers and ranchers and much more.
41:23 3/22/24
Thursday, March 21st, 2024- Bryan Doherty and Kevin McNew
Markets were largely quiet on Thursday in commodities and livestock as the stock market continues to explode to new record highs. We discuss the action in grains, livestock and outside markets on the show today with Bryan Doherty from Total Farm Marketing. Learn more online at https://www.totalfarmmarketing.com. Plus, three industry veterans have come together to form a new start-up advisory and brokerage firm that leverages A.I. to give clients a probabilistic edge. One of the founders is Dr. Kevin McNew and he joins Jesse Allen for a conversation around using A.I. to market commodities and more. You can learn more online at https://www.quantum-hedging.com.
41:23 3/21/24
Midday Commentary 3/21/24- Arlan Suderman
Stocks continue to soar to all-time highs on Thursday while commodities and livestock are largely quiet in two-sided trade action. We discuss market sentiment and more with Arlan Suderman, Chief Commodities Economist at StoneX.
05:00 3/21/24
Wednesday, March 20th, 2024- Mike Zuzolo and Travis Hoffman
We saw soybeans soar on Wednesday while wheat and corn were quietly mixed to lower and so was the livestock trade. Plus, what did the Federal Reserve have to say about interest rates and inflation? We discuss all that and more with Mike Zuzolo from Global Commodity Analytics on today's program. Learn more at https://www.globalcommresearch.com. Also, it is looking like it could get cold and snowy across the Northern Plains and Upper Midwest the next few days. We discuss some tips to take care of your livestock with a big weather swing as NDSU and University of Minnesota Extension Sheep Specialist Travis Hoffman joins the show in Segment Two.
42:20 3/20/24
Midday Commentary 3/20/24- Arlan Suderman
The soy complex is finding strength this time while wheat is under pressure and corn doesn't know which way to go. We discuss grains, livestock and thoughts on the Federal Reserve with Arlan Suderman of StoneX on our Wednesday Midday Commentary.
04:18 3/20/24
Tuesday, March 19th, 2024- Brian Splitt and Jenna Severs
Overall, it was another quiet market day on Tuesday as wheat found some more support while corn and beans saw two sided trade action. Brian Splitt with AgMarket.net joins us for some technical analysis of these markets as we start to mark time ahead of the USDA reports at the end of the month. Learn more at https://www.agmarket.net. Cargill has launched Cargill Elevate™, a comprehensive suite of solutions to help farmers across the state make smart, informed decisions with confidence. We learn more about the platform with Jenna Severs from Cargill and also get her take on some of the current grain market action as we close in on the end of the month USDA reports. Learn more about Cargill Elevate™ online at https://www.cargillag.com/elevate-your-grain-marketing
42:09 3/19/24
Midday Commentary 3/19/24- Arlan Suderman
It is another fairly quiet market day overall on Tuesday with some strength in wheat and crude oil to discuss. Arlan Suderman with StoneX joins us for our Midday Commentary.
03:19 3/19/24