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


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.

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

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.

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.

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

We run through crop conditions, policy headlines, and a choppy close in grains before Tommy joins to explain why diesel news and delayed harvest can still shake up corn, soybeans, and bean oil. We leave you with a clear warning about the next 30 days and a practical menu of defensive moves that protect downside without giving up all your upside.

• Corn and soybean condition ratings and what harvest pace signals
• Production costs outpacing crop prices and why the farm bill math is changing
• China’s lagging purchase pace against announced commitments
• California opening the door to E15 gasoline and ethanol demand potential
• Daily market settlements across grains and livestock
• Diesel export ban chatter and why energy headlines hit bean oil
• Harvest delays, basis spikes, and the difference between futures and physical bushels
• Managing October crop insurance price risk with cash sales, calls, and puts
• Cattle sensitivity to rumors and why hog margins look squeezed

Visit Agbull.com or call 855-737-FARM for details.

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.

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

We run through the morning’s biggest ag market signals, from a strong cattle move to softer grains, then connect the dots to China’s soybean buying and the politics that can swing sentiment. We also flag a Brazil and Uruguay beef quota headline and ask whether autonomous trucking can realistically help offset stubbornly high diesel costs.

• live cattle and feeder cattle surge while lean hogs stay mostly unchanged
• soybean, corn, and wheat quotes and what they imply for near-term trade
• hard red wheat belt rain forecast versus a Midwest dry window for harvest
• USDA-reported U.S. soybean sales to China and progress toward commitments
• Brazil’s China beef quota chart and the uncertainty around Uruguay surplus use
• Aurora autonomous trucking timeline and what it could mean for freight costs

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.

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

We kick off in a rainy central Iowa backyard, where the ground goes squish, and markets rip higher across corn, soybeans, wheat, and livestock. We talk with Allison Thompson of The Money Farm about why the rally is so headline-driven, what to do with it during harvest, and how to think about risk while costs remain high.

• Grain and livestock markets start the week sharply higher
• USDA notes on beef production declines and lower cattle price forecasts
• Mandatory country-of-origin labeling for beef moving in the Senate farm bill process
• China trade meeting headlines as a key driver for soybeans and spillover support for corn and wheat
• wheat export competitiveness versus Black Sea supplies and what could shift demand back to the US
• Local basis patterns, end-user competition, and harvest logistics
• skepticism around USDA yield estimates and the role of harvest weather variability
• practical grain marketing ideas including cash sales and put strategies during a rumor-driven rally
• fuel risk management using crude options as a cross hedge for diesel needs
If you're not an AgBull subscriber yet, we'd love to have you go to AgBull.com.

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.

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

We size up a sharp corn rally, fresh weather shifts across the Corn Belt, and what early harvest signals might be telling the market. We also dig into the cattle on feed marketings surprise and the Bitcoin spike while keeping risk front and center.
• live cattle, feeder cattle, and lean hog closes and what they signal early
• soybean and corn quotes after a broad grain rally
• improved Eastern Corn Belt harvest window and what it changes
• wetter Western Corn Belt delays and the winter wheat planting upside
• corn’s overnight spike, yield uncertainty, and the role of diesel and energy
• cattle on feed marketings pace and what it means for feeder flexibility
• Bitcoin at $85,000, “crypto winter” talk, and the speculation caveat
• export inspections and crop progress timing on the calendar

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.

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

We run through a brutal week on the quote screen and then zoom in on the stories that can flip prices fast: a surprise cattle on-feed report, record diesel costs, and geopolitics that keeps crude and freight on edge. We also map out what to watch from Trump-Xi trade talks, the Fed’s latest rate hike, and the messy timeline for a new farm bill.

• weekly commodity futures recap, including soymeal strength and soybean oil weakness
• cattle on feed placements shock, what it signals for feeder cattle and 2027 supplies
• how late-day rumors can move livestock markets and distort sentiment
• diesel at record levels, export ban talk, and why policy fixes have consequences
• what Trump-Xi deliverables could mean for soybeans, sorghum, corn, and wheat demand
• Fed hike impact on farm operating loans and refinancing costs
• Senate Farm Bill 2.0 outlook, SNAP as the central hurdle, and lame duck timing
• Russia-Ukraine attacks on energy and logistics, higher Black Sea shipping risk premiums
• US-Iran escalation risk and the knock-on effects for fuel and ag freight
• Phased reopening of the Mexico livestock border and screwworm constraints
We hope you click, like, and subscribe. www.agbull.com

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.