Episode Details
Back to EpisodesAG Squawk AM 7/1/2026 | Grain Markets and Midwest Weather Update
Description
We run through the morning board and connect the dots between a bullish-leaning grain setup and a Midwest weather pattern that keeps adding uncertainty. We also dig into what changing cattle quality grades could mean for beef pricing, then zoom out with a quick lesson on supply chains and competition using Nike’s stock slide.
• Current grain and livestock futures levels and what’s moving
• Midwest forecast details including heavy rain in the northwest Corn Belt and warm overnight lows
• USDA acreage and grain stocks takeaways, including lower-than-expected corn and wheat stocks
• Why wheat acreage down supports the rally
• USDA Select grading share hitting new lows and what that signals for discount beef supply
• Chart of the day on Nike’s multi-year drop and the role of competition and tariffs
• Economic calendar highlights including grain crushings timing
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