Your Pro Farmer Newsletter (January 17, 2026) is now available

Markets roiled following Monday’s bearish USDA reports but did recover some losses by the end of the week, especially in soybeans and wheat. The bearish outcome led to the prospect of another round of farm aid, though the details remain murky. South America continues to provide very little bullish catalyst as weather conditions are generally good. EPA is expected to release blending obligations in the next couple months, but the outcome is likely not what farm states want. 2026 rate cuts remain in question as inflation modestly picks up at the producer level. We cover this and much more in this week’s newsletter.