Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

We track the morning’s biggest ag market signals, from livestock and grains to weather and yield surprises that could shape harvest trade. We also zoom out to the surge in treasury yields and why outside markets can quickly change the tone for agricultural risk.
• feeder cattle and lean hog futures performance across nearby and deferred months
• overnight grain markets with soybeans firmer while corn and Chicago wheat slip
• hard red wheat belt rainfall totals and why the moisture story shifts fast
• corn yield map takeaways including unexpected regional strength
• October live cattle basis gap and why cash and futures have to converge
• 30-year and 10-year treasury yield highs and how rate expectations spill into ag
• key releases on the calendar including export sales and the hogs and pigs report


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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

Grain markets finish in the red while cattle post a strong green day, and we keep the focus on what the settlements really say about the tone. We also dig into ethanol and fuel data, then zoom out to the policy headlines driving soybeans, fertilizer, and diesel risk.
• corn, soybeans, and winter wheat lower while cattle trade higher
• a quick detour into “Tin In The Wind” and the Smokey and the Bandit 2 question
• ethanol production down week over week and ethanol stocks easing to 24.6 million barrels
• crude oil inventories higher while gasoline and distillate stocks decline
• rural voter frustration on the economy alongside continued Trump support
• soybeans watching the Trump Xi meeting and preparing for headline-driven volatility
• potash supply realities as Canada dominates imports and Belarus enters the conversation
• diesel export ban debate and why refinery disruptions could ripple into other fuels
• full rundown of settlements across grains, livestock, equities, bonds, and bitcoin


Tommy's Premium Subscription: www.agbull.com

AgBull Audio and Video Links

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

• We walk through early market action, a weather setup that shapes harvest pace, and what crop condition ratings are really saying about corn across the country. We also zoom out to cattle weights and the outside-market pressure coming from the Trump–Xi summit where AI safety and chip export controls stay in focus.
• • Feeder cattle and lean hog price check alongside grains
• • Southern Plains rain shifts west with drier weekend outlook
• • Eastern Corn Belt harvest window staying clean with no frost risk
• • Good to excellent corn conditions tied directly to regional weather patterns
• • Dryness in the Plains and Dakotas versus persistent wetness elsewhere
• • Cattle weight cycle trends and the question of a future plateau
• • Trump–Xi summit headlines with AI safety talks and national security concerns
• • Export controls, advanced NVIDIA chips, and AI distillation as sticking points
• • Today’s key economic calendar items to watch

Tommy's Premium Subscription: www.agbull.com

AgBull Audio and Video Links

Apple Music

Spotify

YouTube

TikTok

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.