News
Spencer recaps the market action from last week with Bill, and Lane gives an in-depth look at how stocks-to-use ratios may influence price action.
China advises its financial institutions to reduce U.S. Treasury holdings
The proclamation authorizes an 80,000 metric ton increase in in-quota lean beef trimmings imports in 2026. Economists say retail beef prices are unlikely to drop without impacting producers.
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Tight cattle supplies, delayed herd rebuilding and resilient beef demand point to continued market strength, with economists saying higher cattle price highs in 2026 are still on the table.
Soybeans continue to lead strength and pushed to fresh highs overnight.
Direct government payments projected to rise 45%
AGCO sees better times ahead
Despite shifting market signals, some economists predict corn will remain the undisputed king of the acreage race.
Area impacted by abnormal dryness or drought was up 3% from last week
Soybeans continue to lead strength, supported by prospects of China increasing 2025-26 purchases by another 8 MMT to 20 MMT.
Economics, yields leave corn with an edge despite high input costs
Gold, silver markets turn wobbly again
Lower condition ratings released on Monday failed to lift futures so far
Corn, beans and wheat each favored the downside overnight.
Partial U.S. government shutdown ends
The proposed rule sets up farmers to participate in the opportunity created by these biofuel producer tax credits, but questions remain.