
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 2 chart positions in 2 markets.
By chart position
- 🇨🇦CA · Investing#9430K to 100K
- 🇮🇪IE · Investing#132500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
9.2K to 31K🎙 Daily cadence·38 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
31K to 103K🇨🇦97%🇮🇪3% - Active Followers
Loyal subscribers who consistently listen
12K to 41K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
NEW U S China $17 Billion Trade Deal = New Bull Market in AG?
May 22, 2026
Unknown duration
A “Nothing Burger” from Trump/Xi Summitt + Bullish USDA May Crop Report for Wheat!
May 15, 2026
Unknown duration
$5 Corn, $12 Soybeans, $7 Wheat & $750 Canola! Is the Top In/Party Over?
May 8, 2026
Unknown duration
14 Days until The Trump/Xi Meeting! Phase 2 Trade deal? Bullish AG?
May 1, 2026
Unknown duration
U.S. HRW Wheat 70% in Drought with NO Rain for 5 days + More Frost!
Apr 27, 2026
Unknown duration
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/22/26 | ![]() NEW U S China $17 Billion Trade Deal = New Bull Market in AG? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#China #tradedeal #Bull #New #AG #CFTC #cattleonfeed #soybean #billion #Iran #war #crude #fertilizer #drought #HRW #NVDA #agenticAI #CPU #cattle The NEW U.S.-China $17 billion trade deal of “non-soybean” purchases for 26, 27 and 28 is very bullish ag!The end to the Iran/U.S. war is near as both crude oil & fertilizer fall.U.S. drought in the West and Southeast is slowly bleeding East and North.U.S. HRW P/VP conditions increased again to the worst ever!The godfather of AI (NVDA) beat all metrics with new revenue from Agentic AI & CPU’s.Cattle on Feed bullish + CFTC. | — | ||||||
| 5/15/26 | ![]() A “Nothing Burger” from Trump/Xi Summitt + Bullish USDA May Crop Report for Wheat! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #May #crop #surprise #Bullish #nothingburger #CFTC #Trump #Xi #China #Summitt #wheat #Kansas #QualityCouncilTour #drought #pork #Mexico #E15 #inflation #meal The 2026 Trump/Xi Summit in China was one BIG disappointment, but the USDA May Crop Report was bullish U.S. wheat. Wheat Quality Council Tour confirmed the lower wheat production from the USDA for Kansas. Could the U.S. drought travel East and North into the top “I” states from June to August of 2026? #1 U.S. pork buyer Mexico bans 10% of supplies. E15 passes through Congress but will it pass in the Senate? Higher U.S. wholesale inflation reminds us of 2020-2022. Meal futures spiking + CFTC. | — | ||||||
| 5/8/26 | ![]() $5 Corn, $12 Soybeans, $7 Wheat & $750 Canola! Is the Top In/Party Over? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #May #crop #surprise #dud#CFTC #endingstocks #redhot #corn #exports #winterwheat #Brazil #CFTC # dry#soybeans #wheat #canola #HRW #OK #Kansas #Brazil #beef #hogs #pseudorabies#Iowa #Mexico #stocks #China #Trump #Xi $5 corn, $12 soybeans, $7 wheat & $750 canola! Is the top in and the party over with lower crude oil and an end to the Iran war? The 2026 USDA May report could see ending stocks fall further due to red-hot U.S. corn exports, lower HRW production and lower Brazil corn production? OK HRW wheat tour sees crop down 50% + Kansas Quality Council Wheat tour next week. Headline news that U.S. could import Brazilian beef weighed on cattle futures. Headline news of pseudorabies disease found in hogs in Iowa and #1 buyer Mexico may restrict exports weighed on hog futures. Stocks are on fire. 5 senators are in China planning ahead of the Trump/Xi meeting on May 14/15. + CFTC. | — | ||||||
| 5/1/26 | ![]() 14 Days until The Trump/Xi Meeting! Phase 2 Trade deal? Bullish AG? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#Trump #Xi #trade #Phase2 #bullish #AG #Beijing #great #breakout #KCwheat #canola #weather #SPX #funds #Iran #fertilizer #diesel #global #grain #UAE #OPEC #CFTC #farmbill #E15 #April #winners #losers The countdown to the Trump/Xi meeting in Beijing is on- it happens in mid-May & Trump says trip to China will be “great”! New technical breakout in KC wheat and canola futures. May weather forecast remains cool/wet for U.S. east but dry out west. S&P 500 surged +14% in April to new record highs! Funds now worried about a prolonged war with Iran and higher fertilizer/diesel prices for longer impacting global grain production. UAE leaving OPEC on May 1 while OPEC + looking to increase output again. U.S. farm bill passes after 5 long years! E15 + top winners and losers in April + CFTC and more. | — | ||||||
| 4/27/26 | ![]() U.S. HRW Wheat 70% in Drought with NO Rain for 5 days + More Frost! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#HRW #wheat #drought #rain #frost #CFTC #NOAA #2022 #USDA #cropprogress #rumors #China #soybeans #PNW #weather #Midwest #CanadianPrairies #Brazil #corn #dry #Kalshi #commodity #Trump #blockade #Isreal #Lebanon NOAA reported that U.S. HRW wheat was 70% in a drought ties the 2022 drought! USDA crop progress reported 47% of the HRW wheat in poor/very poor. The weather forecast looks wet and cool for the U.S. Midwest with snow for the Canadian Prairies. Central Brazil Safrinha corn crop looks dry for the next 2-weeks. Rumors that China was looking to but old crop U.S. soybeans out of the PNW. Kalsi (betting platform) has entered the commodity space with bets of where corn futures will be in the future. Trump extended the Iran ceasefire indefinitely, but blockade remains while the ceasefire with Israel and Lebanon was extended by 3 weeks + CFTC. | — | ||||||
| 4/17/26 | ![]() Crude Oil Futures Plunge 13% as Stocks Rally to Record Highs on Headline News- the Strait of Hormuz! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#crudeoil #stocks #straitofhormuz #farmbureau #fertilizer #KCwheat #drought #USPlains #USDA #cropprogress #bitcoin #Iran #canola #cattleonfeed #CFTC WTI crude oil drops $12 as Strait of Hormuz reopens temporarily. Stocks higher, U.S. $ Index lower.Farm Bureau fertilizer survey = farmers waiting too long to book fertilizer.KC wheat futures new contract highs as drought expands. USDA crop progress shows KC wheat conditions at 45% poor/very poor! 14-day U.S. weather forecast remains dry for U.S. Plains/SE but wet for Midwest & cooler by end of the month.Bitcoin resilient despite the war in Iran + canola margins at record highs.Cattle of Feed Report and more. | — | ||||||
| 4/10/26 | ![]() U.S.-Iran War 12-Hour Ceasefire + USDA April Crop Report “Dud”! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #12Hour #ceasefire #USDA #dud #planting #season #HRW #wheat #rain #livecattle #footandmouth #China #pork #exports #CFTC #April #Hormuz A 2-week U.S.-Iran ceasefire lasted 12 hours. The USDA April crop report was a dud. The 2026 planting season does not look early. U.S. HRW wheat country needs a lot more rain. Live cattle traded to new record highs! Foot & Mouth disease in China, U.S. pork exports +2% + CFTC update and more. | — | ||||||
| 4/2/26 | ![]() USDA Surprises with Lower Wheat, Higher Cotton, and Sunflower Acres | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #surprise #wheat #sunflower #cotton #crudeoil #urea ##April Midwest #Plains #CornBelt #wheat #cropprogress #funds #soyoil #oilseed #grain #HappyEaster USDA provided a bullish surprise with lower wheat acres, but what does higher sunflower acres suggest? WTI crude oil futures soared 13% while U.S. Gulf urea prices also traded higher. The U.S. Midwest looks wet to start the month of April while the South/Southeast and Western Corn Belt (Plains) remains dry. The national U.S. wheat ratings in the 1st USDA crop progress of the season next week will look ugly. Funds are record long soy oil futures, and the oil complex and near a record long in the grain and oilseed complex. | — | ||||||
| 3/27/26 | ![]() 2026 USDA Acreage Fireworks Next Week? + RVO’s Old news! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #acreage #shock #surprise #RVO #CFTC #biofuel #E15 #war #Iran#Trump #Xi #China #hogs #pigs #friendly #bullish Next week's USDA reports (acreage/stocks) could be a surprise/market moving. RVO’s (new blending biofuel requirements) were as expected with no big surprises and already baked into futures. E15 summer waiver just simply good optics. Markets are skeptical that the war in Iran ends soon with no diplomatic off ramp. The Trump/Xi meeting in China now May 14 – 15. March 1 USDA hogs and Pigs report was friendly/bullish + CFTC and more. | — | ||||||
| 3/20/26 | ![]() Higher Crude Oil Futures for Longer = Stagflation? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#crudeoil #higher #longer #stagflation #slower #economic #growth #inflation #Trump #Xi #April #Ag #Appreciation #Paris #Chinese #dry #weather #CFTC #winterwheat #wildfires #funds #metals #ag #energy Fears are starting to grow that higher crude oil futures for longer could see slower economic growth and higher inflation BUT…. At a meeting in Paris, the Chinese team said they would be willing to buy more non-U.S. soybean row crops???? Trump’s delay with the Xi meeting (pushed out to end of April) was replaced with the Ag Appreciation Day” on March 27th, 2026. A dry weather pattern for the Central Plains/U.S. winter wheat country causing are wildfires in NE and breaking record temps for March. Stocks are officially in a correction as funds continue to sell the metals to buy energy and ag + more. | — | ||||||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 3/13/26 | ![]() A Repeat/Start of the 2022 Gold Rush into the Grain Markets or Worse | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#goldrush #grain #markets #CFTC #inflation #2022 #repeat #corn #policy #StraitofHormuz #military #demand #crudeoil #ag #commodities #undervalued #basket #USDA #dud #China #Brazil #Russia #CPI #diesel #fertilizer #urea Could this be the beginning of the return of higher inflation and a repeat of 2022 when corn traded to a high of $8.27/bu? Policy will not reopen the Strait of Hormuz military can if not we need to destroy demand and send crude oil futures much higher! The ag commodities remain undervalued vs. other commodities with the basket up +4.9%. USDA March Crop report a dud, and inflation will be higher in the coming months + more. | — | ||||||
| 3/6/26 | ![]() Iran War = “Trend is Your Friend” Short-Term BUT…… | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#Iran #war #Trump #MiddleEast #funds #CFTC #trend #friend #grains #energy #metals #spooked #Ukraine #Russia #Hormuz #crudeoil #nauturalgas #fertilizer #grains #USdrought #Brazil #beef #China #MiddleEast Historically wars like the 2026 Iran war are bullish hard assets like grains, metals and energy! The funds are spooked and do not want to be short, but do they price in the news over time, similar to the Ukraine/Russian war that started on Feb. 24, 2022? A closure of the Strait of Hormuz is the key to the surge in crude oil, natural gas prices and fertilizer prices. Grains are breaking out to new contract highs as a hedge against inflation. | — | ||||||
| 2/27/26 | ![]() Funds are Long the Grain & Oilseed Complex for the 1st Time Since Feb of 2025! BULLISH PRICES! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#funds #long #grain #oilseed #2025 #bullish #CFTC #managedmoney #bull #AI #rotation #tech #ag #commodities #king #wallstreet #Trump #tariff #FDN #crude #weather The funds (managed money) crowd/spec are now net long the grain complex! The AI King Nvidia reported 4th quarter earnings that surpassed Wallstreet estimates but the stock falls? Trump retaliates against U.S. supreme court decision to impose an additional 15% global tariff. FDN (First Day Notice) and month end fund selling in March futures were absent in 2026. Crude oil futures adding more geo-politics, weather turns more active for March, plus South America weather and the latest CFTC report. | — | ||||||
| 2/20/26 | ![]() Hedge Fund Buying in Soybeans Continues + U.S. Supreme Court Strikes down Trump’s Tariffs! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#fund #soybeans #supremecourt #Trump #tariffs #soyoil #demand #optimism #biofuel #WIN #BIG #USDA #AgOutlook #Forum #corn #wheat #wildfires #USPlains #drought #FDN #blues #Iran #crudeoil #CFTC Better technicals, hedge fund buying on hope of more Chinese and soy oil demand optimism from new U.S. biofuel policies in 2026 is a BIG WIN! Could the U.S. supreme courts ruling that struck down Trump's tariffs derail the Chinese buying of U.S. soybeans? USDA Ag Outlook Forum projections this week were friendly corn, neutral soybeans and bearish wheat BUT……. Wildfires in the U.S. Plains another warning sign of a possible drought in 2026 + March First Day Notice blues and more. | — | ||||||
| 2/13/26 | ![]() USDA Feb Crop Report a WIN for Soybeans + 1 Year Trade Truce Extension | *Apologies! In this week's podcast, where we talk about the latest CFTC update as of 10th Feb 2026, managed money funds covered their net short position in canola to the tune of +42,746 week-on-week to flip to net long 145 contracts and not (as we mistakenly said) +90,009 wk/wk to 47,408. Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#WIN #soybeans #trade #truce #extension #USDA #Xi #Trump #China #ethanol #45Z #phospahtes #fertilizer #corn #technical #wheat USDA took Trump's comments that China would buy more U.S. soybeans seriously and headline news that the U.S./China trade truce would be extended when Trump/Xi meet in the first week of April was a BIG WIN for soybeans this week! 2026 “Mini” U.S. ethanol boom thanks to 45Z + China’s ban of phosphates from Feb. – August of 2026 will not help lower fertilizer prices anytime soon! 30 mmt of Chinese corn harvest is of poor quality and maybe a technical breakout in wheat futures. | — | ||||||
| 2/6/26 | ![]() Making Soybeans Great Again! + A Fools Gold? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#Trump #USDA #Xi #farmers #gamechanger #foolsgold #China #soybeans #Bitcoin #digital #tech #Nasdaq #45Z #soyoil #Silver #gold #S&P500 #AI #canola #metals #energies #livestock #india #StatsCanada #ElNino #Enso #CFTC Trump’s post this week that China would buy an additional 8 mmt of U.S. soybeans was a “game changer” near-term. The plunge in Bitcoin down 50% from the highs may no longer be considered a “digital” gold. It has followed the selling in tech this week with the NASDAQ down 7%. The 45Z announcement provided more clarity and guidance resulting in higher soy oil futures. Next weeks USDA February crop report is historically a non-event and more. | — | ||||||
| 1/30/26 | ![]() Higher Crude Oil Prices due to U S Iran Tensions + Plunge in Metals Market! | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#crudeoil #Iran #silver #gold #metal #CFTC #Trump #nuclear #China #Russia #middleeast ##kalshi #E15 #Iowa #Australia #heatdome #Tonga Crude oil prices are spiking on concerns that Trump might attack Iran over their nuclear program and China/Russia vowed to protect Iran a large oil producer in the Middle East. Silver plunges 61.4% and gold carters by 19%! Kalshi markets was predicting a U.S. government shutdown again at 87.3% but it was averted last minute. Trump vowed to pass E15 in Iowa this week. Australia seeing a heat dome and record temps of 50 degrees Celsius while the Tonga volcano is erupting again in the Pacific Ocean. | — | ||||||
| 1/24/26 | ![]() Increased Geo Political Tensions = SELL AMERICA TRADE + Argentina Dry | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...On YouTube: https://www.youtube.com/watch?v=9P_dz6BaP4w&list=PLw_19gpIg9cQIGriCrrqlZkwr_Mo_5oqo#USDA #geopolitics #America #trade #Argentina #dry #Greenland #Brazil #weather #soybean #wheat #USDA #E15 #framework #MatoGrosso #livestock #cattle #Texas #drought #naturalgas #winterkill #cattleonfeed #CFTC Higher geo-politics from Trump wanting to annex Greenland to conflict with Iran has caused investors to sell everything America. With Mato Grosso Brazil 7% harvested weather has turned wet as harvest progresses but Argentina has turned dry! Both soybean and wheat futures have traded back above the pre-USDA January crop report close a positive technical chart signal. A monster weekly U.S. export report is price supportive but a kick the can down the road on E15 is very disappointing. | — | ||||||
| 1/19/26 | ![]() 2026 USDA January Crop Report Bearish “Shock” + Canada-China Trade Deal | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...On YouTube: https://www.youtube.com/watch?v=07Wat9ZrMo0&list=PLw_19gpIg9cQIGriCrrqlZkwr_Mo_5oqo#USDA #january #bearish #canada #china #tradedeal #corn #soybeans #wheat #silverbullet #E15 #biofuel #canola #EV #Iran #crudeoil #geopolitics #soybeanoil #silver #drought #CFTC #parabolic The USDA January crop report shocked the grain trade with a bearish report finding more bushels of corn, soybeans and wheat for 2025. But strong demand and talk of finalizing biofuel and adding E15 in Washington helped forge a low near-term in the grain markets. Canola futures traded higher on news that China and Canada reached a trade deal on canola/EV tariffs. China has finally bought their 12 mmt of U.S. soybean commitment now what? WTI crude oil fell after Trump decided not to attack Iran and silver remained parabolic. | — | ||||||
| 1/9/26 | ![]() Will USDA January 2026 Final Crop Report Provide a “Gift” to Farmers | #USDA #gift #farmers #venezulea #bearish #bullish #crudeoil #christmas#geopolitics #screworm #cattle #cftc #soybeans #corn Will the USDA provide a late Christmas “gift for farmers inthe final January USDA crop report on Monday? The U.S. Venezuela attack is long-term bearish crude oil prices but bullish stocks as the Venezuela stock market was up awhopping 123%! But that is not quite as good as Warren Buffets record since 1964 +5 million %, 41 invested in 1964 is not worth $4 million!!! WOW!!!! The reopening of the border to Mexico to cattle could take some time. Stocks hit new recordhighs this week and it was a good start to the week with lost of green on the screen to end the week. | — | ||||||
| 12/19/25 | ![]() The Bull Had His Feast at Thanksgiving, the Bear Will Have His at Christmas | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #corn #bushels #soybean #wheat #China #pork #Trump #demand #silver #gold#Argentina #CFTC Fund year-end, end of quarter and end of month selling has weighed on the grain markets. Will the USDA provide a gift in January and do seasonals kick in. Rumors that China was buying U.S. corn could add fuel to the fire. | — | ||||||
| 12/12/25 | ![]() 2025 USDA December Crop Report a “Dud” + Trump $12 Billion U S Farm Aid | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #farm #aid #bearish #surprise #corn #bushels #soybean #wheat #corn #mexico #China #pork #Trump #demand #naturalgas #silver #debassement #dedollarization #technicals#funds #fed ##Powell #Argentina #CFTC The USDA December crop report was friendly corn, neutral soybeans and bearish wheat. The USDA did surprise and increase the 25/26 U.S. corn export forecast to a new record high at 3.2 billion bushels now up 12% vs. last year vs. prior at +9% vs. the export pace to date up 30% the best in 10 years even higher than 20/21! The USDA left the 25/26 U.S. soybean export pace unchanged at 1.635 billion bushels. Higher global wheat supplies will remain a weight and headwind for wheat into year end and start of 2026. Mexico is now the #1 buyer of U.S. corn, soybeans (usually China), wheat and pork! USDA also released its long-term early projections but expect more changes by February of 2026. Trump announces a $12 billion U.S. farmer aid package to be paid out by February 28, 2026. This helps no one but the ag banks, farm equipment companies, seed and fertilizer companies. It does prevent more farmer bushels from being sold near-term but is not bullish grain prices long-term. The Trump administration should focus on increasing U.S. domestic demand and propping up grain futures so farmers can cover their higher costs, up since COVID of 2020. The China U.S. soybean purchase tracker now stands at 4.521 mmt or 38% of the 12 mmt promised by China at year end or is it end of February or the growing season? Why the discrepancy vs. the fact sheet. The optics are poor for the Trump administration. After surging to contract highs U.S. natural gas futures plunged over 30+% in just 5-trading days! Silver traded to new record highs as the debasement and de dollarization trade continued but technicals remain overbought near-term. Soybean futures remained in correction mode after the funds went record long futures on Nov. 19 +233,000 contracts but the $10.80 support should hold into year end when the fund profit taking/liquidation comes to an end from the year end, end of month and end of quarter selling. The U.S. Fed cut interest rates for the 3rd time by 25 basis points to a range of 3.50 – 3.75% and they will only cut one more time in 2026 and once in 20267/ but when Powell is gone next April the replacement is willing to cut more aggressively and we could see U.S. interest rates fall to 2.0% very bullish for ag and stocks as it could reignite inflation into 2027. After 2 months of being drier than normal in Brazil the rains have finally arrived for the 1st half of December, and a record crop is still in the cards but if this pattern continues and verifies it could start to delay the harvest. Argentina after being too wet has turned dry but they are too small, compared top Brazil in the grand picture. The Canadian dollar surged to $0.73 after better-than-expected employment data with 180,000 new jobs in the past 3-months and 3rd quarter GDP at +2.6% but this could be short-lived. The latest CFTC report as of 11-19-25 reported a record long fund position in soybeans at +233,000 contracts when 2026 March soybean futures peaked on 11-19-25 at $11.724/bu. | — | ||||||
| 12/12/25 | ![]() Will the 2025 USDA December Crop Report Be a Market Mover/Surprise? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #China #soybean #StatsCanada #Ontario #Quebec #canola #corn #wheat #Fed #commodities #Bitcoin #Mexico #screworm #beef ##cattle #hogs #Australia #Spain #ASF #Europe #pork #raubs #Brazil #CFTC #CanadianDollar #NaturalGas Historically, the USDA December crop report is a non-event or another dud report as the USDA reserves any final supply changes to the final report in January of the following year in this case 2026. But after the longest U.S. government shutdown in history at 43 days and no October crop report will they provide more data/surprise and make an exception? Our China U.S. soybean purchase tracker is now at 26.6% or a total of 3.2 mmt but for traders it’s taking too long to unfold. The final Stats Canada production report was bearish canola and wheat projection a record crop in both (it adds to the global glut of supplies) and bullish local corn and soybean prices in Ontario/Quebec thanks to a drought. It will not help the fund flow short-term, the USDA may need to offset it? A U.S. Fed interest rate cut of another 25-basis point next Wednesday (probability 87.1%) could help fund flow and sentiment in stock and ag commodities into year end. More inflows into Bitcoin this past week saw prices rebound back above 90,000 with support at 82,000 and resistance at 96,000. A V-shaped bottom in cattle suggest the lows are in after Mexico reported another new world screwworm case. Lower weights, seasonal demand and higher U.S. beef select/choice values with a continued closure of the Mexican border to cattle will result in a resumption of higher cattle futures into yearend. Australia is expected to produce its 3rd largest wheat crop ever at 36 mmt adding to the global glut of supplies. Reports of ASF in hogs in Spain the largest pork exporter in Europe could see the U.S. win more pork export business long-term. If the rains verify into next week of 3-5 inches for Brazil it would go a long way to fixing the dry regions from the last 2-months, but the European weather model has been wrong for the past 2-months! Natural gas futures are surging to the 3rd price count as frigid hold temps set in. CDN $ is also surging to end the week on a very resilient economy and better employment numbers suggesting no interest rate cuts next week. Finally, the CFTC report showed funds were net buyers of soybeans but sellers of corn, canola and wheat. In real time the funds have gone back to selling as they take some profits. | — | ||||||
| 11/29/25 | ![]() Did Bears Win Thanksgiving, Will Bulls Get Christmas? | Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#bitcoin #Crypto #Gold #bull #stocks #investors #AI #USDA #soybeans #China #Brazil #corn #NVDA #phosphate #biofuel #beef #CFTC #funds #federalreserve Did the bears win Thanksgiving (although this week had green on the screen), and will the bulls get Christmas? Bears won thanksgiving thanks to a USDA Nov crop report dud that stalled the bullish grain momentum for a brief period. But a bullish lower yield surprise in the Dec crop report could reignite the rally. 2026 U.S. winter wheat planting is nearly complete at 97% while crop conditions improved by 3 points to 48% good-to-excellent. US corn & soybean harvest is complete. High corn demand, which is off the chart, and more Chinese soybean demand could support a Christmas rally.Nasdaq had it’s worst November since 2011. A U.S. Fed rate cut in December will help fund flow and sentiment.Bitcoin held a long-term support at 80,000 and that's positive for fund flow and sentiment. It should help stock prices and Ag as we go into December.Fertilizer prices continue to climb as we look ahead to 2026. Farmers may rely more on the nutrients that they already have in their soils.South American Weather remains critical as the soybean reproductive stage starts from late Nov to late Feb depending on planting date.Will a Russia-Ukraine peace deal happen by year-end?CFTC data as of showed more managed money fund sell-off as of October 14th. | — | ||||||
| 11/24/25 | ![]() Deleveraging in Bitcoin (Crypto) Will NOT Save Christmas! | #Bitcoin #Crypto #deleveraging #bearish #ugly #bull #weakness #stocks #investors #AI#USDA #soybeans #China #Brazil #corm #ethanol #crush #NVDA #Blackwell #GPU #phosphate #biofuel #beef #coffee#CFTC #funds The rapid decline in Bitcoin down 58% is resulting in a “risk off” sentiment and the deleveraging could see a break below support at $80,000 (a double top on the daily chart is bearish). The daily chart is ugly as is the weekly chart. Bitcoin has broken the long-term channel bull. The weakness has spilled over into stocks as investors sell high risk stocks like in the AI crowd as they worry that the growth rates are unsustainable. With the U.S. government reopen we did finally start seeing daily flash USDA sales of U.S. soybeans to China and our tracker has China at 15% of the 12 mmt by yearend. But this is more about politics/economics not who is more competitive the U.S. or Brazil. U.S. domestic corn, ethanol and soybean crush demand remains red hot! U.S. corn and wheat exports are the best in the past 10 years while U.S. soybean exports remain the worse in the last 10 years. The highly anticipated NVDA 3rd quarter earnings did not disappoint as revenues are accelerating with the new Blackwell chip. Demand is off the charts and NVDA GPU chips are sold out until the end of 2026. This does not include Chinese demand nor any new UAE sales. Investors remain concerned that this growth is unsustainable. This is till the beginning not the end not a mature industry. BIG PICTURE remains unchanged. There is a growing concern about Brazil’s soybean planting pace falling behind from irregular rains. Ther Trump administration lowered tariffs on MAP, DAP and potash a WIN for farmers, but we still need China a major phosphate exporter to release more supplies and lessen the pain moving forward. The Trump administration delaying the biofuel import credit cuts on biofuels will weigh on soyoil futures but may have also put in a near-term ceiling in soybeans as we need to constantly feed the bull. Trump promised to wage a war on high U.S. beef prices and finally removed the 40% tariffs on coffee and beef. The daily chart looks ugly on live and feeder cattle futures, but the weekly chart shows a correction in a long-term bull market. Today’s cattle of feed report reminded everyone that fundamentals remain very tight. The backward-looking CFTC (Commitment of Traders Report) showed the funds were still short the grain complex but after the rally in the ag commodities in futures in October we know that they have been buying. We estimate the funds are long soybean futures anywhere between 100,000 top 160,000 vs. record long 253,000 in 2012. | — | ||||||
Showing 25 of 43
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.

