We continue to see tariffs and trade as a large driver of the market conversation as we get into the month of May, along with weather and yield projections for the U.S. growing season and broader concern about the economy and potential of stagflation. David Widmar is with Agricultural Economic Insights and he joins us for a conversation about the broader ag economy and the markets. Find more at https://www.aei.ag.

Also, we take a look at grain market trends to begin the month along with continued support in cattle futures and more. Tyler Schau with AgMarket.net joins us for market analysis on today's program. Find more at https://www.agmarket.net.

***Conversation with Tyler Schau recorded ahead of the closing bell on Tuesday, May 6th, 2025.***

Grain and livestock markets are chopping around a bit on Tuesday trade, looking for a fresh story. We get an update on trade action, new updates to South American crop estimates and talk livestock with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

Grain markets, lacking much of a fresh story, drifted their way lower to start the week on Monday. Could talk of a bigger South American crop, early positioning ahead of the May WASDE, fund action and weather be a downward driver on these markets this week? John Heinberg from Total Farm Marketing joins us to discuss the grain and livestock trade to start the week. More at https://www.totalfarmmarketing.com.

Also, we continue to see a lot of strength in the cattle market, mainly with cash driving the bus as we get into the month of May. Meantime, the grain trade started the week lower amid no fresh news and a wide open planting window ahead for many areas. Scott Varilek with Kooima Kooima Varilek joins us to discuss. Find more at https://www.kkvtrading.com.

Fieldwork has definitely picked up the last few weeks, the question is will it be even more wide open this week? Also, what does the impact of potential cuts have when it comes to forecasting tools that folks like Eric Snodgrass use to forecast our weather? We discuss all that and more with him on our Weekly Weather Update. Find more at https://www.ag-wx.com.

Grain markets are largely moving lower to start the week without a fresh story to impact the trade. Meanwhile, cattle are starting the week on a good note. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary for Monday, May 5th, 2025.

As we close out the week, wheat rallied a bit while soybeans and corn were mixed. Plus, it was a higher day in livestock futures to round out the week. Kent Beadle with Paradigm Futures joins us to discuss old crop, basis levels, thoughts on weather starting to take center stage in new crop and more. Find more online as well by heading to https://www.paradigmfutures.net.

Plus at the end of the show, Farm and Ranch Media's Susan Littlefield is joined by David Ericson from AgOptimus for an end of the week recap of the market trade. You can find more online at https://agoptimus.com.

We continue to see a fair amount of volatility in fertilizer markets worldwide while the grain trade finished up the week mostly mixed to higher. Mike Castle, Senior Fertilizer Analyst with StoneX joins us to discuss in the Market Talk Midday Commentary for Friday, May 2nd, 2025.

Wheat continues to struggle as KC contracts made new lows on May Day Thursday while we largely saw two-sided trade across the grain and livestock sector to start the month. Bryan Doherty with Total Farm Marketing joins us for conversation about the rally in soybeans, wheat charts, cattle and dairy market action and thoughts on the latest economic data we've seen this week. Learn more online at https://www.totalfarmmarketing.com.

Also, it is the latest episode of Cattle Chatter with Susan Littlefield and Brad Kooima from KKV Trading. They talk about how the cattle market is feeling extremely overbought, with all-time highs in the cash trade. The big question now: is there still room for risk management—does hedging make sense at these levels? Learn more at https://www.kkvtrading.com.

We started higher in grain and livestock trade on May Day but we are starting to see some erosion in the markets as we get to midday on Thursday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss market action and new news regarding China/US relations.